> Looking around, and especially forward, it would be military tech, e.g. [1], and its supply chain, e.g. [2]

Only viable if you’re okay with the ethical implications of funding war.

Would you be fine with the ethical implications of funding the industry to fight WWII? Would you consider funding Ukrainian military unethical? Or Taiwanese?

This is, sadly, not theoretical, and I'm afraid we'll soon see more of such choices, not fewer.