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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	ACM Arosa Capital Management Miami Beach, Florida	$121M	-$4.05M	9	20.67%	Reduced
202	GAMCO Investors Greenwich, Connecticut	$120M	+$12.2M	9	0.81%	Increased
203	MAMU Marathon Asset Management (UK) London, United Kingdom	$119M	+$41.5M	3	1.5%	Increased
204	Regions Financial Corp Birmingham, Alabama	$118M	-$2.08M	20	1.28%	Reduced
205	Factory Mutual Insurance Waltham, Massachusetts	$116M	+$9.15M	2	1.2%	Increased
206	SG Americas Securities New York	$114M	+$34.8M	30	0.85%	Increased
207	Artemis Investment Management Edinburgh, United Kingdom	$114M	+$32.6M	3	1.27%	Increased
208	AMF Tjänstepension Stockholm, Sweden	$107M	-$4.3M	2	0.98%	Reduced
209	Beutel, Goodman & Co Toronto, Ontario, Canada	$107M	+$12.6M	1	0.77%	Increased
210	Antipodes Partners Royal Exchange, Australia	$106M	+$9.45M	1	4.94%	Increased
211	ACI AMP Capital Investors Sydney, Australia	$105M	-$9.91M	8	0.57%	Reduced
212	Treasurer of the State of North Carolina Raleigh, North Carolina	$105M	+$37.8M	10	0.66%	Increased
213	Flossbach Von Storch Cologne, Germany	$102M	+$9.95M	2	0.93%	Increased
214	Select Equity Group New York	$102M	+$16.3M	2	0.75%	Increased
215	CI Investments Inc Toronto, Ontario, Canada	$101M	+$34.1M	3	0.76%	Increased
216	Gateway Investment Advisers Cincinnati, Ohio	$101M	+$454K	7	0.85%	Increased
217	Waverton Investment Management London, United Kingdom	$101M	+$13.7M	1	4.98%	Increased
218	Wedge Capital Management Charlotte, North Carolina	$99.9M	+$2.55M	12	0.96%	Increased
219	Frontier Capital Management Boston, Massachusetts	$99.8M	+$29.2M	4	0.64%	Increased
220	Capital Fund Management (CFM) Paris, France	$99.6M	-$6.16M	6	0.54%	Reduced
221	Nuveen Charlotte, North Carolina	$99.1M	-$11.9M	8	0.53%	Reduced
222	DF Dent & Co Baltimore, Maryland	$98.4M	-$469K	2	2.05%	Reduced
223	Sterling Capital Management Charlotte, North Carolina	$98.1M	+$80.1M	10	0.88%	Increased
224	VFM Viking Fund Management Minot, North Dakota	$98M	-$11.8M	19	20.06%	Reduced
225	Vaughan Nelson Investment Management Houston, Texas	$97.8M	-$77.6M	4	1.14%	Reduced