I think you're right that e.g. Anthropic wouldn't be on the block list, because: It's an IT company, and I suspect that even Palantir might make the cut. It is fairly annoying, because my pension fund won't invest in Rheinmetall, SAAB or Kongberg, which I think they should, but they will probably invest in Anthropic, OpenAI, and SpaceX, which I don't really like.
Also, when you buy into an index fund, you are not funding the companies that the index tracks. That’s a misunderstanding of how the markets and index funds work.
You'd sing a different song quite quickly once the threat stops being abstract as you don't get to free-ride on the security a defense industry provides.
They're valued like software companies, but they have terrible margins compared to software. Investors haven't figured out how to value these companies.
What difference with Microsoft, amazon and google? They all heavily support the military.
Edit: OK, no the same person.