Yup, it's pretty good. It's just not a huge winner. Many industries don't work that way, there are no "huge winners" even if there are some companies that are

Yup, it's pretty good. It's just not a huge winner. Many industries don't work that way, there are no "huge winners" even if there are some companies that are huge. Oil & gas doesn't really have "huge winners". The huge companies are a result of huge amounts of capital being put to work.