← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.1M -$13.6M 3 0.01% Reduced
252
DP
Dearborn Partners
Illinois
$13.1M +$58.8K 1 0.97% Increased
253
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$13M -$333K 1 0.24% Reduced
254
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$13M -$415K 1 0.77% Reduced
255
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.7M -$33.6M 1 0.07% Reduced
256
AR
Advisory Research
Illinois
$12.6M +$7.73M 1 0.2% Increased
257
FP
Foundry Partners
Minnesota
$12.5M -$8.22M 2 0.51% Reduced
258
MFBTD
MB Financial Bank - Trust Department
Illinois
$12.5M +$2.62M 2 1.35% Increased
259
QAM
QCI Asset Management
New York
$12.4M +$310K 1 1.5% Increased
260
Royce & Associates
Royce & Associates
New York
$12.3M +$985K 3 0.08% Increased
261
Curi RMB Capital
Curi RMB Capital
Illinois
$12.3M +$12.3M 2 0.35% New
262
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$12.2M -$2.41M 1 0.24% Reduced
263
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$12.2M -$223K 2 0.07% Reduced
264
KeyBank National Association
KeyBank National Association
Ohio
$12.2M -$415K 3 0.07% Reduced
265
Ancora Advisors
Ancora Advisors
Ohio
$12M -$63.8K 3 0.78% Reduced
266
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$12M +$1.37M 1 0.51% Increased
267
BAM
Barrett Asset Management
New York
$12M $0 1 0.91% Maintained
268
EIA
Edgemoor Investment Advisors
Maryland
$12M +$358K 1 1.64% Increased
269
AIP
ARS Investment Partners
New York
$11.9M +$1.09M 2 1.65% Increased
270
Andra AP-fonden
Andra AP-fonden
Sweden
$11.9M -$803K 2 0.3% Reduced
271
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11.9M -$285K 2 0.11% Reduced
272
Tocqueville Asset Management
Tocqueville Asset Management
New York
$11.9M -$326K 1 0.14% Reduced
273
B
BP
United Kingdom
$11.9M +$1.96M 1 0.44% Increased
274
Silvercrest Asset Management
Silvercrest Asset Management
New York
$11.9M -$22.6M 3 0.13% Reduced
275
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.8M +$539K 3 0.28% Increased