← 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
Snyder Capital Management
Snyder Capital Management
California
$13.8M -$2.09M 1 0.69% Reduced
252
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$13.7M -$104K 2 0.07% Reduced
253
Castleark Management
Castleark Management
Illinois
$13.7M -$2.22M 1 0.43% Reduced
254
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$13.6M -$938K 1 0.59% Reduced
255
CBU
CIBC Bank USA
Illinois
$13.5M -$2.18M 1 1.77% Reduced
256
Truist Financial
Truist Financial
North Carolina
$13.5M -$480K 2 0.26% Reduced
257
DP
Dearborn Partners
Illinois
$13.4M -$135K 1 0.99% Reduced
258
HighTower Advisors
HighTower Advisors
Illinois
$13M +$1.42M 3 0.11% Increased
259
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$13M +$613K 2 0.11% Increased
260
QAM
QCI Asset Management
New York
$12.9M +$18.8K 1 1.44% Increased
261
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$12.9M +$90.1K 2 1.01% Increased
262
BOK Financial
BOK Financial
Oklahoma
$12.9M +$2.94M 2 0.37% Increased
263
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$12.8M -$586K 1 0.74% Reduced
264
CC
Cadinha & Co
Hawaii
$12.8M +$5.42M 2 2.18% Increased
265
FP
Foundry Partners
Minnesota
$12.8M -$289K 2 0.51% Reduced
266
MFBTD
MB Financial Bank - Trust Department
Illinois
$12.7M -$219K 2 1.36% Reduced
267
SCM
Sanoor Capital Management
Connecticut
$12.7M +$11.7M 1 6.06% New
268
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$12.7M -$794K 1 0.23% Reduced
269
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.6M -$20.9K 3 0.28% Reduced
270
AIP
ARS Investment Partners
New York
$12.6M +$83.8K 2 1.62% Increased
271
BAM
Barrett Asset Management
New York
$12.4M -$15K 1 0.91% Reduced
272
EIA
Edgemoor Investment Advisors
Maryland
$12.4M -$36.3K 1 1.68% Reduced
273
Tocqueville Asset Management
Tocqueville Asset Management
New York
$12.4M +$31.1K 1 0.14% Increased
274
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$12.4M -$330K 1 0.23% Reduced
275
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$12.3M +$2M 1 0.44% Increased