← 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
301
Royal London Asset Management
Royal London Asset Management
United Kingdom
$32.5M -$994K 1 0.06% Reduced
302
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.2M -$31.2M 1 1.21% Reduced
303
LBP AM
LBP AM
France
$32.2M +$13.5M 3 0.32% Increased
304
IMA
Investment Management Associates
Colorado
$32.1M -$85.9K 1 6.59% Reduced
305
CCP
Clough Capital Partners
Massachusetts
$31.6M -$15.9M 2 2.58% Reduced
306
Commerce Bank
Commerce Bank
Missouri
$31.6M +$362K 4 0.14% Increased
307
Eagle Global Advisors
Eagle Global Advisors
Texas
$31.6M -$152K 2 1.05% Reduced
308
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$31.4M -$488K 4 0.03% Reduced
309
RMA
Roffman Miller Associates
Pennsylvania
$31.3M +$351K 1 1.64% Increased
310
VG
Visualize Group
New York
$30.9M $0 1 10.65% Maintained
311
Lido Advisors
Lido Advisors
California
$29.7M -$1.84M 4 0.08% Reduced
312
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$29.7M -$970K 4 0.16% Reduced
313
MPMG
Minneapolis Portfolio Management Group
Minnesota
$29.6M -$1.15M 1 2.8% Reduced
314
Engineers Gate Manager
Engineers Gate Manager
New York
$29.5M +$9.62M 5 0.38% Increased
315
Empowered Funds
Empowered Funds
Pennsylvania
$29.3M -$23.9M 3 0.15% Reduced
316
DnB Asset Management
DnB Asset Management
Norway
$29.3M -$204K 1 0.08% Reduced
317
Becker Capital Management
Becker Capital Management
Oregon
$29.2M -$222K 1 0.78% Reduced
318
HP
Holowesko Partners
Bahamas
$29.1M +$5.21M 1 7.37% Increased
319
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$28.9M -$46.5M 2 1.2% Reduced
320
Czech National Bank
Czech National Bank
Czech Republic
$28.7M +$1.25M 2 0.16% Increased
321
TNB
Thomasville National Bank
Georgia
$28.5M +$27.6M 2 1.57% New
322
Xponance
Xponance
Pennsylvania
$28.4M +$4.88M 5 0.17% Increased
323
SAM
Stansberry Asset Management
Texas
$28.3M +$4.32M 1 2.59% Increased
324
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$28.3M -$7.07M 5 0.14% Reduced
325
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$28.3M +$5.09M 3 0.93% Increased