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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
176
Panagora Asset Management
Panagora Asset Management
Massachusetts
$246M +$31.6M 22 1.14% Increased
177
BWA
Brave Warrior Advisors
New York
$242M +$2.37M 2 9.91% Increased
178
Sarasin & Partners
Sarasin & Partners
United Kingdom
$241M +$2.89M 2 3.37% Increased
179
Ninety One (UK)
Ninety One (UK)
United Kingdom
$240M -$118M 5 1.67% Reduced
180
AC
Amici Capital
New York
$239M +$57.1M 4 7.53% Increased
181
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$235M +$9.33M 26 2.04% Increased
182
SC
Sasco Capital
Connecticut
$231M +$3.21M 1 3.9% Increased
183
SEI Trust Company
SEI Trust Company
Pennsylvania
$231M +$10.5M 18 2.19% Increased
184
WCMNY
Westchester Capital Management (New York)
New York
$229M +$136M 4 3.39% Increased
185
BCM
Brown Capital Management
Maryland
$229M +$2.25M 5 3.75% Increased
186
Fred Alger Management
Fred Alger Management
New York
$228M -$62.9M 7 1.16% Reduced
187
SIM
Sprucegrove Investment Management
Ontario, Canada
$225M -$3.1M 2 3.87% Reduced
188
PCM
Pennant Capital Management
New Jersey
$225M -$26.8M 2 3.85% Reduced
189
Vontobel Asset Management
Vontobel Asset Management
New York
$215M -$109M 1 2.5% Reduced
190
Maverick Capital
Maverick Capital
Texas
$213M +$116M 1 2.75% Increased
191
Two Sigma Investments
Two Sigma Investments
New York
$212M +$146M 20 1.17% Increased
192
LBG
Lloyds Banking Group
United Kingdom
$212M +$9.02M 9 1.92% Increased
193
Westwood Global Investments
Westwood Global Investments
Massachusetts
$210M $0 1 16.47% Maintained
194
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$208M -$73M 5 1.56% Reduced
195
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$208M +$7.34M 5 2.13% Increased
196
FC
Fairpointe Capital
Illinois
$208M +$87.3M 1 3.02% Increased
197
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$206M +$363K 9 1.65% Increased
198
Axa
Axa
France
$206M +$20.5M 20 0.92% Increased
199
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$206M -$3.69M 5 3.03% Reduced
200
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$201M -$6.42M 3 4.34% Reduced