← 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
151	HM Payson & Co Portland, Maine	$42.9M	-$238K	1	1.84%	Reduced
152	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.9M	-$2.05M	1	0.69%	Reduced
153	American Century Companies Kansas City, Missouri	$42.2M	+$15.9M	3	0.04%	Increased
154	PointState Capital New York	$41.6M	+$31.3M	2	0.35%	Increased
155	MIS Morningstar Investment Services Chicago, Illinois	$41.3M	+$4.04M	1	0.9%	Increased
156	AHL Partners London, United Kingdom	$41.3M	+$21.8M	4	0.74%	Increased
157	Panagora Asset Management Boston, Massachusetts	$41.2M	+$13M	5	0.16%	Increased
158	Barclays London, United Kingdom	$41M	+$13M	5	0.04%	Increased
159	Loomis, Sayles & Company Boston, Massachusetts	$40.2M	-$5.43M	2	0.09%	Reduced
160	PCM Polaris Capital Management Boston, Massachusetts	$40M	+$3.11M	1	2.23%	Increased
161	Bank of Nova Scotia Toronto, Ontario, Canada	$39.2M	+$25.4M	1	0.23%	Increased
162	William Blair & Company Chicago, Illinois	$38.5M	+$4.92M	3	0.29%	Increased
163	Jennison Associates New York	$38.4M	-$4.78M	2	0.04%	Reduced
164	SAM Sentinel Asset Management Montpelier, Vermont	$37.8M	-$4.89M	1	0.91%	Reduced
165	Robeco Institutional Asset Management Rotterdam, Netherlands	$37.1M	-$6.3M	3	0.23%	Reduced
166	ELC Edgar Lomax Company Kingstowne, Virginia	$37.1M	-$3.17M	1	2.62%	Reduced
167	Natixis Advisors Boston, Massachusetts	$36.9M	+$2.1M	3	0.39%	Increased
168	Kornitzer Capital Management Shawnee Mission, Kansas	$36.7M	-$295K	1	0.64%	Reduced
169	SGAM Smith Group Asset Management Dallas, Texas	$35.5M	-$66.4M	2	1.19%	Reduced
170	SAM Scopus Asset Management New York	$35.5M	-$13M	1	0.37%	Reduced
171	Credit Agricole Montrouge Cedex, France	$34.6M	+$1M	3	0.12%	Increased
172	Comerica Bank Dallas, Texas	$34.3M	+$479K	4	0.25%	Increased
173	Oregon Public Employees Retirement Fund Tigard, Oregon	$33.8M	-$1.35M	3	0.55%	Reduced
174	AGF Investments Inc Toronto, Ontario, Canada	$33.2M	+$1.43M	1	0.36%	Increased
175	Fifth Third Bancorp Cincinnati, Ohio	$32.4M	+$1.8M	3	0.23%	Increased