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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

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 Rebalances5
Last RebalanceMar 4, 2026

Posts by Creator

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Changes:PLTR +1.0%NOC +1.0%IRDM +0.4%GD 0.0%LMT 0.0%

$ARCTICDOME Reducing BE position slightly and moving some gains from PWR to NOC, PLTR, and LMT to deprioritize them as geopolitical tensions increase

Changes:PWR +1.3%BE +0.3%NOC +0.3%CVX +0.3%LMT +0.3%

Rebalancing and prioritizing PWR and BE based on geopolitical events and recent earnings reports

Changes:IRDM +3.3%PLTR +1.8%KBR +1.8%PWR +1.6%XOM +1.6%

Rebalancing to evenly allocate before pushing public later this week.