A

ArcticDome

$ARCTICDOMELLeonard A.

About ArcticDome

This portfolio is designed to capitalize on long-term geopolitical, defense, energy, and resource dynamics associated with increased Arctic and global strategic competition in the region e.g. Greenland. It emphasizes companies positioned to benefit from sustained government defense spending, energy security initiatives, critical mineral development, infrastructure expansion, and intelligence-driven operations.

About the Creator

L

Leonard A.

@L2

108

Copiers

Operator, founder and healthcare executive in NYC. Former institutional investor, continuing a lifelong obsession with observational investing.

I created multiple portfolios on dub as a private investor. They have a range of risk profiles, time horizons, and deliberate position sizing of companies and ETFs.

At this time, my core thesis centers around the normalization of robotics, artificial intelligence, advanced embedded intelligence, and space/ocean exploration, balanced with companies focused on global security, reindustrialization, and defense sector companies whose technology is needed to get us there.

I do not manage outside capital. I am not a financial advisor. These are personal investment strategies, not investment advice.

Activity

Total Rebalances29
Last RebalanceSep 8, 2026

Posts by Creator

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Changes:CRWD +6.0%PWR +5.8%RKLB +3.3%KTOS +1.0%BIL +0.1%

$ARCTICDOME Removing NOC and LMT and others and focusing on a few assets within this book. Please Divest and stop copying as I may retire this book next week to focus on top 4 portfolios for Q4.

Changes:PWR +9.1%RTX +5.2%ASTS +2.6%NOW -9.5%CRWD -5.0%

Removing NOW and rebalancing the book to try to continue to refocus on its original thesis

Changes:RKLB +6.2%NOW +5.3%CRWD +3.4%KTOS +3.3%LMT +0.2%

Removed ECHO and GD increasing space defense and cyber positions. Will reassess for two weeks and decide on next steps for this book for potential consolidation into Iron Dome