← 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
651
GC
Globeflex Capital
California
$6.99M +$4.21M 4 0.89% Increased
652
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$6.99M -$808K 2 0.09% Reduced
653
ET
Entropy Technologies
New York
$6.97M -$2.74M 3 0.28% Reduced
654
MWAM
Manhattan West Asset Management
California
$6.95M +$619K 1 1.16% Increased
655
ARG
Advisory Resource Group
Oklahoma
$6.9M +$461K 1 1.04% Increased
656
NB
NBT Bank
New York
$6.9M -$36.6K 1 0.46% Reduced
657
GMA
Glassy Mountain Advisors
Maryland
$6.84M -$378K 1 1.87% Reduced
658
EI
EAM Investors
California
$6.84M -$10.2M 1 0.61% Reduced
659
TMC
Themes Management Co
Connecticut
$6.83M -$319K 4 4.52% Reduced
660
MIM
Morningstar Investment Management
Illinois
$6.82M $0 3 0.42% Maintained
661
SIA
Soltis Investment Advisors
Utah
$6.78M +$246K 1 0.38% Increased
662
SCM
Silvant Capital Management
Georgia
$6.77M +$7.11M 3 0.2% Increased
663
OTL
Oak Thistle LLC
New York
$6.7M +$2.92M 3 0.65% Increased
664
LCG
Lisanti Capital Growth
New York
$6.68M +$3.62M 2 1.47% Increased
665
Chilton Investment Company
Chilton Investment Company
Connecticut
$6.62M -$111K 2 0.16% Reduced
666
Spire Wealth Management
Spire Wealth Management
Virginia
$6.59M -$150K 6 0.2% Reduced
667
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$6.59M +$649K 2 0.24% Increased
668
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$6.55M +$2.17M 2 0.08% Increased
669
MDCM
Morgan Dempsey Capital Management
Wisconsin
$6.55M +$201K 1 2.81% Increased
670
PC
Pier Capital
Connecticut
$6.49M -$132K 2 0.86% Reduced
671
EF
Exeter Financial
Arizona
$6.47M -$50.7K 1 2.47% Reduced
672
SPG
Strategic Planning Group
Utah
$6.46M +$247K 1 0.7% Increased
673
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$6.45M +$152K 1 0.31% Increased
674
ACM
American Capital Management
New York
$6.44M +$52.6K 1 0.29% Increased
675
KIC
Kensington Investment Counsel
California
$6.44M -$319K 1 2.8% Reduced