← 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
276	Guinness Asset Management London, United Kingdom	$11.7M	+$1.34M	1	2.47%	Increased
277	Citizens Financial Group Providence, Rhode Island	$11.3M	-$2.94M	1	1%	Reduced
278	ZWJ Investment Counsel Atlanta, Georgia	$11.2M	+$1.6M	2	0.89%	Increased
279	PIA Piedmont Investment Advisors Durham, North Carolina	$11M	+$722K	1	0.24%	Increased
280	HighTower Advisors Chicago, Illinois	$11M	+$2.22M	3	0.1%	Increased
281	SAM Strategy Asset Managers Pasadena, California	$11M	-$713K	1	2.26%	Reduced
282	AL AJO LP Philadelphia, Pennsylvania	$10.9M	-$12.1M	2	0.05%	Reduced
283	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$10.8M	+$3.13M	4	0.25%	Increased
284	ExxonMobil Investment Management Irving, Texas	$10.8M	-$1.71M	1	0.27%	Reduced
285	PAM Palisade Asset Management Minneapolis, Minnesota	$10.8M	-$123K	1	2.12%	Reduced
286	CIA CCM Investment Advisers Columbia, South Carolina	$10.8M	-$993K	1	2.11%	Reduced
287	Zurich Cantonal Bank Zurich, Switzerland	$10.7M	+$844K	4	0.11%	Increased
288	TAM THB Asset Management Norwalk, Connecticut	$10.6M	-$444K	2	1.37%	Reduced
289	Artemis Investment Management Edinburgh, United Kingdom	$10.6M	+$6.93M	1	0.26%	Increased
290	Cookson Peirce & Co Pittsburgh, Pennsylvania	$10.5M	+$1.39M	1	1.19%	Increased
291	MIM Martin Investment Management Palm Beach Gardens, Florida	$10.5M	-$36.2K	1	2.96%	Reduced
292	MSR Main Street Research Lakeville, Connecticut	$10.4M	+$686K	1	1.7%	Increased
293	GP GLG Partners London, United Kingdom	$10.4M	+$9.8M	2	0.57%	Increased
294	Ameritas Investment Partners Lincoln, Nebraska	$10.3M	+$134K	4	0.5%	Increased
295	SAM Shell Asset Management The Hague, Netherlands	$10.1M	-$46.2K	2	0.22%	Reduced
296	Azimuth Capital Management Bloomfield Hills, Michigan	$10.1M	-$285K	1	0.79%	Reduced
297	Bradley Foster & Sargent Hartford, Connecticut	$10M	-$488K	1	0.4%	Reduced
298	FA FDx Advisors Chicago, Illinois	$10M	-$2.05M	2	0.3%	Reduced
299	British Columbia Investment Management Victoria, British Columbia, Canada	$9.98M	-$1.31M	1	0.08%	Reduced
300	MUFG Securities EMEA London, United Kingdom	$9.9M	+$9.79M	1	0.37%	New