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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
VFM
Viking Fund Management
North Dakota
$171M +$13.1M 17 22.84% Increased
152
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$168M +$35.6M 12 0.93% Increased
153
Korea Investment Corp
Korea Investment Corp
South Korea
$166M -$33.9M 6 0.82% Reduced
154
Glenmede Trust
Glenmede Trust
Pennsylvania
$165M -$24.4M 26 0.79% Reduced
155
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$164M +$171M 1 1.12% Increased
156
Wellcome Trust
Wellcome Trust
United Kingdom
$164M $0 1 2.95% Maintained
157
VFA
Virtus Fund Advisers
Connecticut
$163M +$26.1M 8 1.54% Increased
158
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$163M +$152M 10 1.36% Increased
159
Balyasny Asset Management
Balyasny Asset Management
Illinois
$162M -$94.8M 19 0.76% Reduced
160
FRGX
First Reserve GP XII
Connecticut
$161M $0 1 50.23% Maintained
161
Fidelity International
Fidelity International
Bermuda
$159M -$48.9M 6 0.45% Reduced
162
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$159M +$125M 4 1.86% Increased
163
FC
Fairpointe Capital
Illinois
$158M -$1.59M 2 3.08% Reduced
164
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$156M +$5.71M 6 0.39% Increased
165
Lyrical Asset Management
Lyrical Asset Management
New York
$155M +$11.9M 1 2.49% Increased
166
CIP
Champlain Investment Partners
Vermont
$154M +$3.05M 3 2.02% Increased
167
CIM
Contrarius Investment Management
Jersey
$154M -$26.5M 2 9.86% Reduced
168
BCM
Brenham Capital Management
Texas
$153M +$16.2M 4 23.47% Increased
169
RA
RiverPark Advisors
New York
$149M +$149M 2 9.83% Increased
170
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$148M +$5.84M 2 2.37% Increased
171
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$147M -$981K 23 1.12% Reduced
172
ACM
Arosa Capital Management
Florida
$147M -$6.2M 9 17.24% Reduced
173
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$146M +$31M 10 3.01% Increased
174
Silvercrest Asset Management
Silvercrest Asset Management
New York
$146M +$11.2M 7 1.56% Increased
175
Voloridge Investment Management
Voloridge Investment Management
Florida
$144M +$74.9M 7 3.5% Increased