TL;DR Ensign Peak has invested 885.2 million dollars into 40 arms manufactures and defense contractors, making up approximately 2% of their portfolio.
Recently I took a look at a website that catalogs SEC filings to see what Ensign Peak's top investments were. As of filing, their portfolio was valued at 49.21 billion dollars. The website showed their top 50 investments, one of which was Boeing.
For those that don't know, Boeing not only manufactures commercial planes, but they also manufacture military aircraft, bombs, and missiles (including ICBMs). This got me curious. So I consulted lists of arms manufacturers and defense contractors, and compared it to the SEC filing. They have invested in a total of 40 arms manufacturers and defense contractors. Interestingly they only invested in American ones. They are as follows:
- Lockheed Martin 95 million
- Boeing 265.6 million
- Northrop Grumman 25.2 million
- General Dynamics 21.6 million
- United Technologies 15.2 million
- Huntington Ingalls Industries 1.3 million
- Honeywell International 271.9 million
- Leidos 10.8 million
- Textron 19.8 million
- Booz Allen Hamilton 2.3 million
- General Electric 31 million
- L3Harris 5 million
- Curtiss-Wright 2.4 million
- Oshkosh 7.2
- CACI international 6 million
- Science Applications International 4 million
- KBR 2.7 million
- Transdigm 6.9 million
- Jacobs engineering 5.5
- Mantech International 0.9 million
- Moog 1.4 million
- Ball 15.8 million
- Teledyne 13.4 million
- Amphenol 21.7 million
- Howment Aerospace 3.5 million
- Viasat 0.8 million
- Mercury Systems 1.5 million
- AeroVironment 1 million
- Axon Enterprise 2.9 million
- Brunswick 2.2 million
- Kaman 0.8 million
- Olin 10.4 million
- Polaris 2.4 million
- Vista Outdoor 0.7 million
- AECOM 4.3 million
- Elbit Systems 0.3 million
- Ensco 0.2 million
- Kratos Defense & Security Solutions 0.3 million
- Oceaneering International 0.6 million
- Unisys 0.7
The grand total is 885.2 million dollars invested in these arms manufactures and defense contractors. I can't be 100% certain this list is complete. The first list I consulted was the SIPRI Arms Industry Database, where I quickly realized that only American companies were being invested in. I switched to using Wikipedia's list of American weapons manufactures and defense contractors. I didn't know that most of these companies existed, let alone what most of them do. That's something I can look into moving forward. There's other types of companies on my radar to look into, such as oil companies, nonrenewable energy, and known MLMs. What is everyone's thoughts?
Edit: Added TL;DR