← 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
376
NCM
Narwhal Capital Management
Georgia
$5.95M -$625K 1 1.54% Reduced
377
SIM
Sprucegrove Investment Management
Ontario, Canada
$5.93M -$1.57M 1 0.36% Reduced
378
Sterling Capital Management
Sterling Capital Management
North Carolina
$5.93M +$2.6M 2 0.06% Increased
379
AMI
Amica Mutual Insurance
Rhode Island
$5.91M +$2.1M 2 0.54% Increased
380
CAM
Centre Asset Management
New York
$5.89M +$196K 1 1.57% Increased
381
Commerce Bank
Commerce Bank
Missouri
$5.86M +$434K 3 0.08% Increased
382
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$5.86M -$215K 3 0.12% Reduced
383
HA
Hays Advisory
Tennessee
$5.79M -$730K 1 1.41% Reduced
384
CAM
Cypress Asset Management
Texas
$5.76M -$239K 1 1.18% Reduced
385
Squarepoint
Squarepoint
New York
$5.75M -$4.88M 2 0.11% Reduced
386
UAS
United Asset Strategies
New York
$5.74M -$73.5K 1 1.7% Reduced
387
RI
Redwood Investments
Massachusetts
$5.73M -$1.02M 1 0.58% Reduced
388
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$5.72M +$31.7K 2 0.04% Increased
389
TCM
Twin Capital Management
Pennsylvania
$5.71M +$60K 2 0.34% Increased
390
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$5.67M -$69.4K 2 0.05% Reduced
391
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.62M +$1.36M 2 0.04% Increased
392
MLL
Moody Lynn & Lieberson
Massachusetts
$5.62M -$196 1 0.74% Reduced
393
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$5.6M -$33.2K 2 0.5% Reduced
394
NIP
Nicholas Investment Partners
California
$5.56M +$969K 1 0.39% Increased
395
OAM
Oxford Asset Management
United Kingdom
$5.55M +$1.75M 5 0.11% Increased
396
Burney Company
Burney Company
Virginia
$5.55M +$226K 3 0.36% Increased
397
FAB
First American Bank
Illinois
$5.51M +$336K 1 0.44% Increased
398
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$5.5M +$170K 5 0.06% Increased
399
WCM Investment Management
WCM Investment Management
California
$5.47M +$38.8K 1 0.08% Increased
400
MAM
Meeder Asset Management
Ohio
$5.36M +$1.68M 3 0.51% Increased