Iran war rearmament alignment
Mapping confidence
The skill's conviction in this thesis-to-securities mapping — independent of the thesis's own confidence.
Membership unchanged and rank order unambiguous - 
Lockheed Martin at twenty-four strong mentions, 
RTX Corporation at fourteen, 
Northrop Grumman at thirteen. alignmentConfidence firms 0.89 to 0.90 because the timing objection that has restrained this basket for two refreshes eased: 
LMT closed 533.46 (+1.7%) and NOC 531.25 (+3.0%) through a week in which the war reached Iraq, Yemen and the Gulf - the first escalation window in three in which the group rose. One internal swap: Northrop Grumman rises 0.83 to 0.85 and RTX Corporation eases 0.90 to 0.89, because RTX slipped 1.0% while its peers rose and carries no new contract evidence this window, whereas 
Saudi Arabia striking back at Houthi positions and 
drones from Iraq reaching Saudi infrastructure widen the war toward the long-cycle air and space platforms NOC weights to. The structural read for downstream consumers is unchanged: this basket buys contracted backlog, and the evidence that the market will pay for it is now one week old.
Aligned securities
Ranked candidates, highest structural fit first.
Lockheed Martin
Alignment strength
How strongly this security participates if the thesis fully plays out.
Twenty-four strong evidence mentions, the densest attribution of any security in the snapshot, spanning 
a record $230.4B Q2 backlog and 
a $35B multi-year THAAD award, and now a 1.7% gain through a three-front escalation week. Held at 0.91. Primary-vehicle: the largest pure-play prime with the deepest contracted munitions backlog.
- aligned security
- Lockheed Martin
- security role
Primary Vehicle- allocation direction
Long- alignment strength
RTX Corporation
Alignment strength
How strongly this security participates if the thesis fully plays out.
Eased 0.90 to 0.89. 
The $22.9B Tomahawk award remains the largest named contract in the basket, but RTX closed 195.50, down 1.0%, while LMT and NOC rose and no new award attached this window. Fourteen strong mentions. Stays alternate-vehicle because the commercial-aerospace segment dilutes pure defense exposure.
- aligned security
- RTX Corporation
- security role
Alternate Vehicle- allocation direction
- Long
- alignment strength
Northrop Grumman
Alignment strength
How strongly this security participates if the thesis fully plays out.
Raised 0.83 to 0.85. Thirteen strong mentions and the strongest performer in the basket this window at 531.25, up 3.0%. Ranked third on a munitions-consumption thesis because its franchise weights toward long-cycle platforms, but a war that now spans Yemen, Iraq and the Gulf is exactly the kind that pulls those platforms into the procurement cycle.
- aligned security
- Northrop Grumman
- security role
- Alternate Vehicle
- allocation direction
- Long
- alignment strength