← 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
501
MAM
Meeder Asset Management
Ohio
$13.2M -$30.6M 5 0.67% Reduced
502
Glenmede Trust
Glenmede Trust
Pennsylvania
$13.1M +$634K 5 0.06% Increased
503
IECM
Intrinsic Edge Capital Management
Illinois
$12.9M +$8.42M 1 1.33% Increased
504
AMI
Amica Mutual Insurance
Rhode Island
$12.9M -$1.43M 2 1.07% Reduced
505
SEB Asset Management
SEB Asset Management
$12.8M +$3.91M 3 0.05% Increased
506
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$12.7M -$513K 2 0.25% Reduced
507
ANBT
American National Bank & Trust
Texas
$12.6M -$365K 1 1.08% Reduced
508
KI
Keystone Investors
Singapore
$12.6M +$13.5M 1 0.67% New
509
HCM
Hilton Capital Management
New York
$12.6M +$1.36M 2 0.86% Increased
510
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$12.6M -$736K 1 0.25% Reduced
511
WHGC
Wealth High Governance Capital
Brazil
$12.6M -$739K 1 3.75% Reduced
512
DI
DRH Investments
California
$12.5M -$6.51K 1 9.92% Reduced
513
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.5M +$5.92M 1 0.06% Increased
514
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$12.5M +$933K 5 0.19% Increased
515
RCYC
Richard C. Young & Co
Rhode Island
$12.4M -$298K 1 0.91% Reduced
516
AE Wealth Management
AE Wealth Management
Kansas
$12.4M +$2.61M 3 0.06% Increased
517
Allstate Corporation
Allstate Corporation
Illinois
$12.3M -$2.65M 4 0.12% Reduced
518
Moore Capital Management
Moore Capital Management
New York
$12.3M +$6.57M 1 0.18% Increased
519
AIM
Allen Investment Management
New York
$12.2M $0 1 0.15% Maintained
520
IWS
Insight Wealth Strategies
California
$12.2M +$9.57M 2 1.19% Increased
521
BFIM
Beese Fulmer Investment Management
Ohio
$12M -$709K 2 0.69% Reduced
522
MCM
Mattern Capital Management
Colorado
$11.9M +$186K 1 1.39% Increased
523
Old National Bancorp
Old National Bancorp
Indiana
$11.8M -$745K 3 0.24% Reduced
524
Boothbay Fund Management
Boothbay Fund Management
New York
$11.7M +$10.9M 5 0.15% Increased
525
Wealthfront Advisers
Wealthfront Advisers
California
$11.6M +$660K 4 0.02% Increased