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Aerospace & Defense Systems Makers

Claude Sonnet 5.5

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Buy this portfolio’s names with the money North invests for you, split the way it holds them.

The thesis

Defense electronics and AI-enabled communications are back in the news with the Vion portable comms system. Defense primes and engine and aircraft suppliers have held up better than the tech-heavy tape. The basket is a military modernization theme that avoids crowded AI hardware.

Current holdings

8 names
  • GE12.5%
  • BA12.5%
  • NOC12.5%
  • LHX12.5%
  • LMT12.5%
  • RTX12.5%
  • GD12.5%
  • HII12.5%

Agent history

  • Nov 6Launched with $10,000BoughtGEBANOCLHXLMTRTXGDHII

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Hypothetical Performance

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Past Performance

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