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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$180M -$62.6M 17 1.17% Reduced
152
Korea Investment Corp
Korea Investment Corp
South Korea
$179M +$20.3M 5 1.06% Increased
153
Gabelli Funds
Gabelli Funds
New York
$178M +$15.1M 8 1.05% Increased
154
ACM
Arosa Capital Management
Florida
$178M -$49.4M 7 21.75% Reduced
155
Chevy Chase Trust
Chevy Chase Trust
Maryland
$177M +$11.2M 7 0.99% Increased
156
VFM
Viking Fund Management
North Dakota
$176M +$2.25M 13 30.47% Increased
157
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$175M +$4.52K 1 2.36% Increased
158
Cambiar Investors
Cambiar Investors
Colorado
$171M +$166M 1 2.43% New
159
Scharf Investments
Scharf Investments
California
$170M +$10.2M 1 3.81% Increased
160
SG Americas Securities
SG Americas Securities
New York
$169M -$26M 24 1.2% Reduced
161
Societe Generale
Societe Generale
$169M +$161M 24 1.2% New
162
Raymond James & Associates
Raymond James & Associates
Florida
$168M -$633K 25 0.53% Reduced
163
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$168M +$2.76M 18 1.13% Increased
164
Bessemer Group
Bessemer Group
New Jersey
$167M -$59.9M 13 0.91% Reduced
165
Wellcome Trust
Wellcome Trust
United Kingdom
$166M $0 1 3.78% Maintained
166
Federated Hermes
Federated Hermes
Pennsylvania
$166M +$32.5M 26 0.48% Increased
167
NI
Nuance Investments
Missouri
$165M +$17.5M 6 17.03% Increased
168
FRGX
First Reserve GP XII
Connecticut
$163M $0 1 61.38% Maintained
169
Citadel Advisors
Citadel Advisors
Florida
$162M -$72.6M 33 0.18% Reduced
170
Victory Capital Management
Victory Capital Management
Texas
$161M -$4.55M 14 0.64% Reduced
171
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$160M +$3.66M 7 0.41% Increased
172
Stifel Financial
Stifel Financial
Missouri
$160M +$7.45M 16 0.74% Increased
173
RP
RR Partners
New York
$159M +$146M 1 6.92% Increased
174
VFA
Virtus Fund Advisers
Connecticut
$159M -$711K 6 1.42% Reduced
175
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$156M +$3.01M 1 11.24% Increased