← 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
201	HC Henshaw Capital Woburn, Massachusetts	$20.1M	$0	2	2.61%	Maintained
202	Gotham Asset Management New York	$20M	-$25.6M	3	0.24%	Reduced
203	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$19.6M	-$7.01M	3	0.42%	Reduced
204	PCM Polaris Capital Management Boston, Massachusetts	$19.5M	+$83.6K	1	1.7%	Increased
205	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$19.5M	+$58.4K	1	1.68%	Increased
206	Pictet Asset Management (UK) London, United Kingdom	$19.5M	-$767K	1	0.08%	Reduced
207	OMERS Administration Corp Toronto, Ontario, Canada	$19.1M	+$3.47M	2	0.39%	Increased
208	PineBridge Investments New York	$18.7M	-$65.6K	3	0.96%	Reduced
209	CIA CCM Investment Advisers Columbia, South Carolina	$18.3M	-$2.33M	1	1.7%	Reduced
210	Natixis Advisors Boston, Massachusetts	$18.1M	+$2.04M	2	0.25%	Increased
211	Virginia Retirement Systems Richmond, Virginia	$18.1M	+$18M	2	0.27%	New
212	Country Trust Bank Bloomington, Illinois	$18M	+$82.5K	1	0.97%	Increased
213	ABC Anchor Bolt Capital Chicago, Illinois	$17.7M	-$7.56M	1	0.62%	Reduced
214	ZWJ Investment Counsel Atlanta, Georgia	$17.7M	+$287K	2	1.77%	Increased
215	Nisa Investment Advisors St. Louis, Missouri	$17.5M	+$450K	4	0.24%	Increased
216	Freestone Capital Holdings Seattle, Washington	$17.1M	+$827K	1	1.67%	Increased
217	Korea Investment Corp Seoul, South Korea	$16.8M	+$3.37M	1	0.1%	Increased
218	Kennedy Capital Management St Louis, Missouri	$16.6M	-$275K	2	0.34%	Reduced
219	Reinhart Partners Mequon, Wisconsin	$16.4M	-$8.48M	1	1.64%	Reduced
220	PFC Phocas Financial Corp Alameda, California	$16.2M	+$526K	1	1.18%	Increased
221	Squarepoint New York	$15.7M	-$586K	4	0.98%	Reduced
222	JIR James Investment Research Alpha, Ohio	$15.6M	+$10.3M	1	0.39%	Increased
223	Natixis Paris, France	$15.5M	+$3.76M	1	0.29%	Increased
224	VFA Virtus Fund Advisers Hartford, Connecticut	$15.2M	-$1.19M	2	0.14%	Reduced
225	RI Redwood Investments Boston, Massachusetts	$15.2M	-$14.8K	1	1.39%	Reduced