← 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	Seizert Capital Partners Birmingham, Michigan	$9.9M	-$159K	1	0.36%	Reduced
302	BCM BTC Capital Management Des Moines, Iowa	$9.88M	+$59.2K	1	1.78%	Increased
303	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.8M	$0	1	0.12%	Maintained
304	SG Americas Securities New York	$9.74M	-$1.2M	4	0.09%	Reduced
305	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$9.68M	-$4.64M	1	1.36%	Reduced
306	Jefferies Group New York	$9.62M	-$9.22M	4	0.06%	Reduced
307	TIP Torray Investment Partners Bethesda, Maryland	$9.62M	-$103K	1	1.01%	Reduced
308	Central Trust Company Jefferson City, Missouri	$9.6M	+$231K	2	0.63%	Increased
309	KIM Kestrel Investment Management San Mateo, California	$9.53M	-$586K	1	3.53%	Reduced
310	BOK Financial Tulsa, Oklahoma	$9.5M	+$5.11M	1	0.3%	Increased
311	O'Shaughnessy Asset Management Stamford, Connecticut	$9.48M	-$1.79M	3	0.22%	Reduced
312	TTWM TCV Trust & Wealth Management Richmond, Virginia	$9.38M	-$40.7K	1	1.42%	Reduced
313	CTA Chesley Taft & Associates Chicago, Illinois	$9.3M	+$88.1K	1	0.84%	Increased
314	WRM Weybosset Research & Management Province, Rhode Island	$9.16M	-$245K	1	5.9%	Reduced
315	Amalgamated Bank New York	$9.11M	+$2.84M	4	0.3%	Increased
316	BPB Badgley, Phelps & Bell Seattle, Washington	$9M	+$156K	1	0.7%	Increased
317	Caxton Associates (New York) New York	$8.99M	+$9.41M	2	0.35%	New
318	Kennedy Capital Management St Louis, Missouri	$8.94M	-$1.74M	1	0.17%	Reduced
319	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$8.89M	-$142K	1	2.13%	Reduced
320	JP Morgan Private Wealth Advisors San Francisco, California	$8.86M	+$1.2M	3	0.07%	Increased
321	EWM Edge Wealth Management New York	$8.85M	-$181K	1	2.79%	Reduced
322	Baird Financial Group Milwaukee, Wisconsin	$8.79M	-$657K	1	0.07%	Reduced
323	CONA Capital One National Association New York	$8.72M	-$538K	3	0.64%	Reduced
324	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.52M	-$1.05M	2	0.21%	Reduced
325	IMOV Investment Management of Virginia Richmond, Virginia	$8.5M	-$26.7K	1	2.05%	Reduced