← All themes Defense Modernization

Military Shipbuilding

Military shipbuilding covers naval vessels and submarines, where a shortage of yards and skilled labour limits how fast fleets can grow. Programmes run for decades and carry long maintenance tails.

6 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
TIP
Torray Investment Partners
Maryland
$11.9M +$85K 1 0.9% Increased
252
HEIP
Hudson Edge Investment Partners
New Jersey
$11.8M -$2.16M 1 1.76% Reduced
253
HAM
Hillcrest Asset Management
Texas
$11.8M -$39.1K 1 2.97% Reduced
254
EA
Euclid Advisors
Connecticut
$11.8M -$2.1M 1 0.51% Reduced
255
BA
Boston Advisors
Massachusetts
$11.7M -$60.5K 1 0.29% Reduced
256
Truist Financial
Truist Financial
North Carolina
$11.6M +$7.7M 3 0.24% Increased
257
QIM
Quantitative Investment Management
Virginia
$11.5M +$10.3M 3 0.54% Increased
258
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$11.2M +$3.09M 2 0.06% Increased
259
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.2M -$175K 1 0.24% Reduced
260
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.2M -$244K 1 0.19% Reduced
261
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$11.2M +$863K 2 0.11% Increased
262
TCM
Twin Capital Management
Pennsylvania
$11.2M +$4.51M 4 0.84% Increased
263
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11M +$889K 3 0.09% Increased
264
Highbridge Capital Management
Highbridge Capital Management
New York
$10.7M -$1.38M 3 0.17% Reduced
265
MSA
Mason Street Advisors
Wisconsin
$10.7M +$199K 3 0.31% Increased
266
CBU
CIBC Bank USA
Illinois
$10.6M +$10.6M 1 1.65% New
267
Citizens Financial Group
Citizens Financial Group
Rhode Island
$10.6M -$229K 2 1.02% Reduced
268
MCM
McKinley Capital Management
Alaska
$10.5M +$6.99K 1 0.51% Increased
269
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$10.4M +$440K 1 0.22% Increased
270
BIM
Bogle Investment Management
Massachusetts
$10.3M +$7.85M 1 0.71% Increased
271
SAM
Shell Asset Management
Netherlands
$10.3M -$341K 2 0.24% Reduced
272
Advisors Asset Management
Advisors Asset Management
Colorado
$10.2M -$568K 3 0.16% Reduced
273
Confluence Investment Management
Confluence Investment Management
Missouri
$10M +$710K 1 0.28% Increased
274
KeyBank National Association
KeyBank National Association
Ohio
$9.92M -$466K 3 0.06% Reduced
275
SCM
Suffolk Capital Management
New York
$9.56M +$6.34M 1 1.23% Increased