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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	FRGX First Reserve GP XII Stamford, Connecticut	$177M	$0	1	36.31%	Maintained
177	SFM Systematic Financial Management Teaneck, New Jersey	$176M	+$62.9M	6	1.3%	Increased
178	Federated Hermes Pittsburgh, Pennsylvania	$173M	-$186M	21	0.54%	Reduced
179	Glenview Capital Management New York	$171M	-$156M	1	0.86%	Reduced
180	Ninety One (UK) London, United Kingdom	$170M	-$71.3M	7	1.04%	Reduced
181	Columbia Wanger Asset Management Chicago, Illinois	$170M	-$207M	4	0.84%	Reduced
182	Gabelli Funds Rye, New York	$170M	+$8.37M	10	0.83%	Increased
183	SG Americas Securities New York	$164M	+$110M	26	0.81%	Increased
184	Nordea Investment Management Stockholm, Sweden	$164M	-$1.38M	8	0.61%	Reduced
185	BWA Brave Warrior Advisors New York	$164M	+$202M	2	5.69%	Increased
186	NI Nuance Investments Kansas City, Missouri	$163M	+$105M	2	17.28%	Increased
187	IA Icon Advisers Greenwood Village, Colorado	$160M	-$36.8M	10	9.51%	Reduced
188	Capital Fund Management (CFM) Paris, France	$159M	+$98.5M	12	1.88%	Increased
189	VFA Virtus Fund Advisers Hartford, Connecticut	$158M	-$47.5M	15	1.17%	Reduced
190	Aviva London, United Kingdom	$158M	+$12.8M	12	1.22%	Increased
191	Wellcome Trust London, United Kingdom	$155M	$0	1	3.21%	Maintained
192	TGCM Tukman Grossman Capital Management Larkspur, California	$155M	-$8.14M	1	7.5%	Reduced
193	Gateway Investment Advisers Cincinnati, Ohio	$154M	-$8.81M	9	1.27%	Reduced
194	Ariel Investments Chicago, Illinois	$152M	+$128M	6	1.76%	Increased
195	Perkins Investment Management Chicago, Illinois	$152M	-$11.7M	4	1.43%	Reduced
196	Corvex Management New York	$152M	+$106M	1	1.86%	Increased
197	AIM Atlantic Investment Management New York	$151M	+$38.2M	1	9.53%	Increased
198	Fidelity International Hamilton, Bermuda	$149M	+$15.9M	5	0.52%	Increased
199	Tocqueville Asset Management New York	$148M	-$8.03M	12	1.6%	Reduced
200	SC Sasco Capital Fairfield, Connecticut	$148M	+$17.6M	1	2.5%	Increased