← 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
326	STRS Ohio Columbus, Ohio	$28M	-$22.8M	6	0.11%	Reduced
327	GIA GHP Investment Advisors Denver, Colorado	$27.6M	-$1.18M	4	1.01%	Reduced
328	Waverly Advisors Birmingham, Alabama	$27.5M	+$17.8M	5	0.16%	Increased
329	Pinnacle Associates New York	$27.4M	-$750K	3	0.3%	Reduced
330	Mutual of America Capital Management New York	$27.4M	-$826K	4	0.27%	Reduced
331	Lansforsakringar Fondforvaltning Stockholm, Sweden	$27.4M	+$26.5M	1	0.12%	New
332	CIBC World Market Toronto, Ontario, Canada	$27.4M	-$1.05M	5	0.04%	Reduced
333	EIM Essex Investment Management Boston, Massachusetts	$27.2M	-$3.99M	3	3.56%	Reduced
334	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$26.9M	-$472K	4	0.13%	Reduced
335	Oberweis Asset Management Lisle, Illinois	$26.8M	+$7.95M	1	0.55%	Increased
336	Holocene Advisors New York	$26.7M	-$2.1M	3	0.06%	Reduced
337	Yousif Capital Management Bloomfield Hills, Michigan	$26.4M	-$1.31M	4	0.3%	Reduced
338	RIA RPG Investment Advisory Pleasanton, California	$26M	-$72.9K	1	2.68%	Reduced
339	Smith Salley Wealth Management Greensboro, North Carolina	$25.6M	+$127K	2	1.11%	Increased
340	SAM Scopus Asset Management New York	$25.5M	-$2.7M	1	0.36%	Reduced
341	AI ArchPoint Investors Coral Gables, Florida	$25.4M	-$220K	1	5.36%	Reduced
342	Kestra Private Wealth Services Austin, Texas	$25.4M	+$1.97M	4	0.28%	Increased
343	QRG Capital Management Chicago, Illinois	$25.3M	+$1.13M	4	0.21%	Increased
344	PensionDanmark Copenhagen O, Denmark	$25.3M	+$3.9M	2	0.21%	Increased
345	South Dakota Investment Council Sioux Falls, South Dakota	$25.2M	-$233K	3	0.43%	Reduced
346	Aviva London, United Kingdom	$25M	+$14.3M	3	0.04%	Increased
347	First Eagle Investment Management New York	$24.9M	-$2.31M	3	0.04%	Reduced
348	Midwest Trust Overland Park, Kansas	$24.7M	-$901K	2	0.28%	Reduced
349	PineBridge Investments New York	$24.5M	+$14.3M	2	0.2%	Increased
350	Nordea Investment Management Stockholm, Sweden	$24.4M	+$12.7M	1	0.02%	Increased