Iran war rearmament alignment
Mapping confidence
The skill's conviction in this thesis-to-securities mapping — independent of the thesis's own confidence.
Membership and order unchanged; alignmentConfidence eases 0.88 to 0.87. 
Iran war rearmament cycle slowed on 
a pre-midterm strike pause and a supplemental still not passed, while 
the primes fell to lows on the October 7 yield peak and recovered most of it - trading the cost of capital more than the war's tempo. LMT holds as the most resilient name; RTX and NOC ease, NOC most after a 7% drawdown at the low.
Aligned securities
Ranked candidates, highest structural fit first.
Lockheed Martin
Alignment strength
How strongly this security participates if the thesis fully plays out.
Held at 0.90. LMT closed 522.23, down 0.3% on the window after a 4.7% drawdown at the October 7 low - the most resilient of the three. Primary-vehicle on the broadest missile-defense and interceptor franchise, the stocks the war consumed fastest.
- 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 0.88 to 0.87. RTX fell 1.1% on the window and 4.4% at the low; its munitions lines are the most exposed to a supplemental that 
the stopgap left out.
- 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.
Eased 0.84 to 0.83 with the band widened. NOC fell 7.0% to the October 7 low and closed 2.6% down, the weakest of the primes, and its platform programmes are the least tied to the Iran replenishment cycle.
- aligned security
Northrop Grumman- security role
- Alternate Vehicle
- allocation direction
- Long
- alignment strength