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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
201
Select Equity Group
Select Equity Group
New York
$103M -$69.7M 2 0.99% Reduced
202
Ninety One (UK)
Ninety One (UK)
United Kingdom
$101M -$18.7M 5 0.58% Reduced
203
HCM
Huber Capital Management
California
$101M -$8.56M 2 3.59% Reduced
204
TGCM
Tukman Grossman Capital Management
California
$100M -$3.74M 1 5.82% Reduced
205
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$99.1M -$5.93M 27 1.26% Reduced
206
Korea Investment Corp
Korea Investment Corp
South Korea
$99.1M +$6.98M 6 0.69% Increased
207
GAMCO Investors
GAMCO Investors
Connecticut
$98.4M -$1.7M 6 0.64% Reduced
208
M&T Bank
M&T Bank
New York
$97.7M +$8.09M 13 0.65% Increased
209
Calamos Advisors
Calamos Advisors
Illinois
$97.3M -$9.33M 6 0.62% Reduced
210
USSCPF
United States Steel & Carnegie Pension Fund
New York
$97.1M $0 1 2.3% Maintained
211
PGGM Investments
PGGM Investments
Netherlands
$96.5M +$5.92M 6 0.51% Increased
212
AVC
Arlington Value Capital
Utah
$96.3M +$9.68M 1 12.1% Increased
213
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$94.1M -$1.22M 23 0.72% Reduced
214
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$93.7M -$26.3M 6 0.26% Reduced
215
SFM
Systematic Financial Management
New Jersey
$92.9M -$4.35M 3 1.02% Reduced
216
USS Investment Management
USS Investment Management
United Kingdom
$91.6M -$16.6M 2 1.51% Reduced
217
Boston Trust Walden
Boston Trust Walden
Massachusetts
$91.3M -$31.4M 7 1.69% Reduced
218
Nordea Investment Management
Nordea Investment Management
Sweden
$91M +$6.58M 8 0.31% Increased
219
MVIP
Mar Vista Investment Partners
California
$91M -$1.03M 3 5.33% Reduced
220
Silvercrest Asset Management
Silvercrest Asset Management
New York
$90M +$4.7M 9 1.25% Increased
221
William Blair & Company
William Blair & Company
Illinois
$89.9M -$14.9M 8 0.84% Reduced
222
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$89.2M -$13.8M 1 0.89% Reduced
223
Markel Group
Markel Group
Virginia
$88.6M +$749K 5 2.4% Increased
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$87.3M -$13.5M 27 0.63% Reduced
225
Findlay Park Partners
Findlay Park Partners
United Kingdom
$87M +$15.7M 1 0.99% Increased