← 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
101	I.G. Investment Management Winnipeg, Manitoba, Canada	$76.7M	+$62.2M	3	0.3%	Increased
102	ABI Abrams Bison Investments Bethesda, Maryland	$76.2M	$0	1	7.07%	Maintained
103	BlackRock Japan Tokyo, Japan	$74.9M	-$2.26M	2	0.27%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$71M	+$4.12M	5	0.23%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$70.2M	+$4.93M	2	0.13%	Increased
106	Martingale Asset Management Boston, Massachusetts	$69.4M	+$15M	3	1.15%	Increased
107	EARNEST Partners Atlanta, Georgia	$68.8M	-$2.05M	2	0.75%	Reduced
108	Brandywine Global Investment Management Philadelphia, Pennsylvania	$68.1M	-$917K	4	0.46%	Reduced
109	Brown Advisory Baltimore, Maryland	$67.8M	+$59.4M	2	0.24%	Increased
110	Victory Capital Management San Antonio, Texas	$67.6M	-$19.3M	3	0.27%	Reduced
111	Millennium Management New York	$65.1M	+$24.4M	3	0.15%	Increased
112	RS Investment Management San Francisco, California	$64.5M	+$47.5M	3	0.66%	Increased
113	Citadel Advisors Miami, Florida	$63.3M	+$25.5M	3	0.07%	Increased
114	Scout Investments Kansas City, Missouri	$63.3M	+$1.1M	2	1.76%	Increased
115	MTB Mizuho Trust & Banking Tokyo, Japan	$63.2M	+$5.23M	1	0.19%	Increased
116	Aberdeen Asset Management Aberdeen, United Kingdom	$62.6M	+$6.97M	2	0.23%	Increased
117	Teacher Retirement System of Texas Austin, Texas	$61.7M	+$106K	4	0.42%	Increased
118	Canada Life Winnipeg, Manitoba, Canada	$61.7M	+$13.9M	4	0.19%	Increased
119	BlackRock Advisors Wilmington, Delaware	$60.1M	+$1.41M	5	0.06%	Increased
120	Anchor Capital Advisors Boston, Massachusetts	$59.2M	-$1.53M	1	1.5%	Reduced
121	Arrowstreet Capital Boston, Massachusetts	$58M	-$4.07M	3	0.19%	Reduced
122	AAM Ardevora Asset Management London, United Kingdom	$55.8M	+$1.58M	2	2.33%	Increased
123	Employees Retirement System of Texas Austin, Texas	$55.7M	+$8.66M	3	0.76%	Increased
124	OppenheimerFunds New York	$54.4M	+$17M	3	0.07%	Increased
125	USAA United Services Automobile Association San Antonio, Texas	$53.9M	-$230K	2	0.19%	Reduced