← 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
351
Confluence Investment Management
Confluence Investment Management
Missouri
$24.3M -$1.68M 2 0.38% Reduced
352
INTECH Investment Management
INTECH Investment Management
Florida
$24M -$1.48M 5 0.22% Reduced
353
HI
Hendershot Investments
Virginia
$23.8M +$192K 1 3.11% Increased
354
PAS
Professional Advisory Services
Florida
$23.7M +$878K 1 2.84% Increased
355
AIP
ARS Investment Partners
New York
$23.7M +$14.9M 2 1.03% Increased
356
WIC
Willis Investment Counsel
Georgia
$23.6M -$68.5K 1 1.12% Reduced
357
Swiss Life Asset Management
Swiss Life Asset Management
$23.3M -$1.86M 5 0.1% Reduced
358
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$23.3M +$960K 5 0.19% Increased
359
ROC
Running Oak Capital
Minnesota
$23.2M -$9.43M 2 3.95% Reduced
360
Jennison Associates
Jennison Associates
New York
$23.1M -$31.9K 1 0.01% Reduced
361
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$23.1M -$6.08M 3 0.29% Reduced
362
Pathstone Holdings
Pathstone Holdings
New Jersey
$22.8M +$1.49M 6 0.07% Increased
363
ACM
Atika Capital Management
New York
$22.6M -$3.75M 2 1.49% Reduced
364
OC
Oakworth Capital
Alabama
$22.6M +$845K 4 1.08% Increased
365
HWAM
Hennion & Walsh Asset Management
New Jersey
$22.4M +$1.27M 4 0.64% Increased
366
AC
Agman Capital
Nebraska
$22.4M -$2.06M 1 14.13% Reduced
367
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$22.3M +$17.9M 1 0.26% New
368
WCM Investment Management
WCM Investment Management
California
$22.3M +$4.97M 3 0.04% Increased
369
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.3M -$89.7M 2 0.07% Reduced
370
M&T Bank
M&T Bank
New York
$22.2M -$1.09M 4 0.06% Reduced
371
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$22.1M +$3.27M 1 0.62% Increased
372
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22M +$8.32M 1 0.9% Increased
373
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.8M +$863K 4 0.24% Increased
374
Munro Partners
Munro Partners
Australia
$21.6M -$72.9M 1 0.48% Reduced
375
Cary Street Partners
Cary Street Partners
Virginia
$21.5M +$455K 4 0.47% Increased