← 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
1	Capital Research Global Investors Los Angeles, California	$2.61B	+$2.48B	1	1.11%	New
2	Longview Asset Management (Illinois) Chicago, Illinois	$2.61B	+$2.48B	1	83.49%	New
3	Evercore Trust Company New York	$2.22B	+$2.11B	1	8.58%	New
4	Vanguard Group Malvern, Pennsylvania	$1.85B	+$1.75B	5	0.19%	New
5	State Street Boston, Massachusetts	$1.55B	+$1.47B	5	0.2%	New
6	BlackRock Institutional Trust San Francisco, California	$902M	+$855M	5	0.18%	New
7	T. Rowe Price Associates Baltimore, Maryland	$598M	+$566M	4	0.16%	New
8	Harris Associates Chicago, Illinois	$587M	+$558M	1	1.23%	New
9	BlackRock Fund Advisors San Francisco, California	$569M	+$539M	5	0.21%	New
10	Wellington Management Group Boston, Massachusetts	$539M	+$512M	3	0.18%	New
11	Capital World Investors Los Angeles, California	$480M	+$456M	1	0.16%	New
12	Wells Fargo San Francisco, California	$451M	+$429M	5	0.23%	New
13	Northern Trust Chicago, Illinois	$431M	+$409M	5	0.16%	New
14	Invesco Atlanta, Georgia	$423M	+$401M	5	0.2%	New
15	Franklin Resources San Mateo, California	$416M	+$396M	3	0.24%	New
16	Bank of New York Mellon New York	$404M	+$384M	5	0.13%	New
17	MCM Mason Capital Management New York	$357M	+$338M	1	7.13%	New
18	Sanders Capital West Palm Beach, Florida	$319M	+$303M	1	4.35%	New
19	Fidelity Investments Boston, Massachusetts	$279M	+$266M	3	0.05%	New
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$273M	+$260M	1	0.46%	New
21	Perkins Investment Management Chicago, Illinois	$259M	+$246M	2	1.76%	New
22	ABI Abrams Bison Investments Bethesda, Maryland	$256M	+$243M	1	21.04%	New
23	Neuberger Berman Group New York	$242M	+$230M	2	0.29%	New
24	PCM Pennant Capital Management Summit, New Jersey	$233M	+$223M	1	4.34%	New
25	Managed Account Advisors Jersey City, New Jersey	$218M	+$207M	5	0.34%	New