← 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
1001
Cadinha & Co
Cadinha & Co
Hawaii
$2.55M +$280K 3 0.38% Increased
1002
TCPW
Twin City Private Wealth
North Carolina
$2.55M +$41.1K 2 1.79% Increased
1003
HA
Hamel Associates
New Jersey
$2.54M +$1.79M 1 0.7% Increased
1004
LAM
LOM Asset Management
$2.54M +$158K 1 0.66% Increased
1005
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.54M -$61.5K 2 0.05% Reduced
1006
Callahan Advisors
Callahan Advisors
Texas
$2.53M $0 1 0.19% Maintained
1007
Embree Financial Group
Embree Financial Group
Illinois
$2.53M +$7.19K 1 0.25% Increased
1008
CNBTD
Citizens National Bank Trust Department
Mississippi
$2.53M $0 1 0.37% Maintained
1009
HUB Investment Partners
HUB Investment Partners
Texas
$2.53M +$423K 3 0.05% Increased
1010
UBG
United Bank (Georgia)
Georgia
$2.52M -$147K 1 0.77% Reduced
1011
RWFS
Rayburn West Financial Services
Tennessee
$2.51M -$6.85K 1 1.38% Reduced
1012
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management
Virginia
$2.5M -$59.6K 5 0.05% Reduced
1013
Valmark Advisers
Valmark Advisers
Ohio
$2.5M +$18.2K 1 0.03% Increased
1014
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$2.5M -$299K 3 0.02% Reduced
1015
Trust Company of Vermont
Trust Company of Vermont
Vermont
$2.5M +$2.42M 3 0.09% New
1016
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.49M +$476K 2 0.13% Increased
1017
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$2.49M +$3.82K 2 0.15% Increased
1018
Pinnbrook Capital Management
Pinnbrook Capital Management
New York
$2.49M -$7.67M 1 0.26% Reduced
1019
Fulton Bank
Fulton Bank
Pennsylvania
$2.48M +$80.3K 2 0.08% Increased
1020
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$2.47M +$115K 3 0.04% Increased
1021
Waddell & Associates
Waddell & Associates
Tennessee
$2.47M +$19.8K 4 0.12% Increased
1022
GWM
GSB Wealth Management
Connecticut
$2.47M -$32.2K 1 0.5% Reduced
1023
JB Capital
JB Capital
Connecticut
$2.46M -$1.37K 1 0.09% Reduced
1024
Torray Investment Partners
Torray Investment Partners
Maryland
$2.46M +$15.2K 1 0.33% Increased
1025
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$2.44M +$29.3K 1 0.01% Increased