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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$134M +$2.89M 4 1.83% Increased
177
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$133M +$1.09M 13 0.8% Increased
178
Aristotle Capital Management
Aristotle Capital Management
California
$132M +$6.3M 2 1.65% Increased
179
SAM
Southeastern Asset Management
Tennessee
$132M +$143M 1 1.11% New
180
Gabelli Funds
Gabelli Funds
New York
$131M -$1.22M 10 0.78% Reduced
181
NI
Nuance Investments
Missouri
$130M +$15.5M 5 14.25% Increased
182
Scharf Investments
Scharf Investments
California
$130M +$10.4M 2 3.41% Increased
183
PRCM
Pine River Capital Management
Minnesota
$130M +$5.16M 6 1.66% Increased
184
Alyeska Investment Group
Alyeska Investment Group
Illinois
$126M +$21.4M 5 1.47% Increased
185
Victory Capital Management
Victory Capital Management
Texas
$124M +$29.7M 13 0.51% Increased
186
Causeway Capital Management
Causeway Capital Management
California
$124M -$2.64M 1 2.49% Reduced
187
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$123M +$42.7M 20 0.65% Increased
188
Raymond James & Associates
Raymond James & Associates
Florida
$122M +$29.9M 19 0.5% Increased
189
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$122M -$506K 7 1.08% Reduced
190
Eagle Asset Management
Eagle Asset Management
Florida
$121M -$2.2M 10 0.83% Reduced
191
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$121M -$25.2M 19 0.5% Reduced
192
Wasatch Advisors
Wasatch Advisors
Utah
$118M -$16.7M 8 1.58% Reduced
193
William Blair Investment Management
William Blair Investment Management
Illinois
$117M +$138M 6 0.24% New
194
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$20.5M 4 0.32% Increased
195
RiverFront Investment Group
RiverFront Investment Group
Virginia
$117M +$130M 1 3.38% Increased
196
Boston Trust Walden
Boston Trust Walden
Massachusetts
$117M +$5.82M 9 1.95% Increased
197
VFM
Viking Fund Management
North Dakota
$115M +$1.44M 11 20.2% Increased
198
SCM
Steadfast Capital Management
New York
$113M +$96.5M 1 2.26% Increased
199
Gotham Asset Management
Gotham Asset Management
New York
$112M +$22M 16 1.09% Increased
200
Federated Hermes
Federated Hermes
Pennsylvania
$111M +$24.6M 23 0.36% Increased