← 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
451	OBAM ODDO BHF Asset Management Paris, France	$15.8M	+$501K	1	0.73%	Increased
452	DP Dearborn Partners Chicago, Illinois	$15.7M	-$3.42K	1	0.89%	Reduced
453	HC Headwater Capital Hong Kong, China	$15.6M	+$16.7M	1	3.11%	New
454	TAM Telemark Asset Management Boston, Massachusetts	$15.6M	-$4.17M	1	1.13%	Reduced
455	Cullen/Frost Bankers San Antonio, Texas	$15.5M	+$3.23M	1	0.15%	Increased
456	USS Investment Management London, United Kingdom	$15.5M	+$16.4M	2	0.06%	New
457	KIA KCM Investment Advisors Greenbrae, California	$15.4M	+$139K	3	0.46%	Increased
458	Oppenheimer & Co New York	$15.3M	+$1.16M	4	0.16%	Increased
459	Illinois Municipal Retirement Fund Oak Brook, Illinois	$15.3M	+$8.2M	3	0.17%	Increased
460	TCM Tran Capital Management San Rafael, California	$15.3M	-$2.49M	1	1.76%	Reduced
461	PAM Palisade Asset Management Minneapolis, Minnesota	$15.3M	-$39K	1	1.41%	Reduced
462	Varma Mutual Pension Insurance Co Helsinki, Finland	$15.2M	+$14.7M	1	0.08%	New
463	Bridgewater Associates Westport, Connecticut	$15M	+$345K	4	0.06%	Increased
464	LG LaFleur & Godfrey Grand Rapids, Michigan	$15M	-$895K	2	1.78%	Reduced
465	WRM Weybosset Research & Management Province, Rhode Island	$14.9M	+$30.8K	1	3.9%	Increased
466	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$14.8M	$0	2	0.32%	Maintained
467	Nissay Asset Management Tokyo, Japan	$14.8M	+$637K	2	0.06%	Increased
468	Equitable Holdings New York	$14.7M	-$1.42M	5	0.09%	Reduced
469	iA Global Asset Management Quebec, Quebec, Canada	$14.7M	+$5.54M	2	0.17%	Increased
470	Davenport & Co Richmond, Virginia	$14.7M	-$380K	4	0.07%	Reduced
471	BIG Builder Investment Group Atlanta, Georgia	$14.7M	-$23.4K	2	2.9%	Reduced
472	New York Life Investment Management New York	$14.6M	+$653K	3	0.1%	Increased
473	Huntington National Bank Columbus, Ohio	$14.6M	-$192K	6	0.07%	Reduced
474	CRC Catawba River Capital Lake Wylie, South Carolina	$14.6M	-$15.9K	1	6.51%	Reduced
475	SG Sienna Gestion Paris, France	$14.5M	-$2.29M	2	0.85%	Reduced