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Oilfield Services

Service companies supply the rigs, pressure pumping, drilling fluids, and engineering that producers rely on rather than own. Their revenue tracks drilling activity, which moves faster and further in both directions than the oil price does.

88 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
CA
Cortland Advisers
Delaware
$167M -$66M 1 4.95% Reduced
152
Westwood Global Investments
Westwood Global Investments
Massachusetts
$163M +$10.4M 1 19.03% Increased
153
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$163M -$704K 1 2.32% Reduced
154
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$163M +$8M 11 0.14% Increased
155
Credit Agricole
Credit Agricole
France
$161M -$14M 13 0.76% Reduced
156
NI
Nuance Investments
Missouri
$157M +$28.6M 6 17.05% Increased
157
Victory Capital Management
Victory Capital Management
Texas
$155M -$16.1M 14 0.64% Reduced
158
USAA
United Services Automobile Association
Texas
$155M +$7.12M 14 0.56% Increased
159
Wellcome Trust
Wellcome Trust
United Kingdom
$155M $0 1 3.43% Maintained
160
William Blair Investment Management
William Blair Investment Management
Illinois
$154M +$8.97M 6 0.61% Increased
161
VFM
Viking Fund Management
North Dakota
$153M +$9.15M 11 29.28% Increased
162
FRGX
First Reserve GP XII
Connecticut
$152M $0 1 62.6% Maintained
163
Aristotle Capital Management
Aristotle Capital Management
California
$152M +$10.5M 2 1.77% Increased
164
Raymond James & Associates
Raymond James & Associates
Florida
$150M +$1.22M 20 0.51% Increased
165
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$150M -$36.9M 17 0.98% Reduced
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$149M +$11M 7 0.85% Increased
167
Scharf Investments
Scharf Investments
California
$148M +$9.74M 1 3.45% Increased
168
Pzena Investment Management
Pzena Investment Management
New York
$144M +$132M 2 0.88% New
169
VFA
Virtus Fund Advisers
Connecticut
$143M -$27.9M 6 1.26% Reduced
170
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M +$41.1M 9 0.38% Increased
171
Gabelli Funds
Gabelli Funds
New York
$142M -$7.34M 7 0.85% Reduced
172
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$141M +$30.5M 1 9.27% Increased
173
Korea Investment Corp
Korea Investment Corp
South Korea
$141M +$34.1M 6 1.03% Increased
174
TD Asset Management
TD Asset Management
Ontario, Canada
$141M -$13.6M 12 0.26% Reduced
175
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$140M +$81.1M 6 0.59% Increased