Huntington Ingalls: Trump Era And Strategic Need For Domestic Shipbuilding Capacity (HII)

Company Overview - Huntington Ingalls Industries, Inc. (HII) is the largest military shipbuilder in America and the only domestic manufacturer of nuclear-powered aircraft carriers [1] Business Transition - The company is at a critical inflection point as it transitions from its previous market perception [1] Investment Themes - The investment portfolio is built around five key themes: 1. Semiconductor Supply Chain 2. Grid / Power / Energy Transition 3. Critical Materials 4. Biotechnology 5. Artificial Intelligence / Cloud Computing [1]