Northrop Grumman
target weight4.41%
directionLong
roleAlternate Vehicle
Tenth weight at 4.41%, up 2.6% - the only defense name to gain. 
The alignment raised it 0.83 to 0.85 as 
NOC rose 3.0% to 531.25, the strongest prime this window, while a war that now spans 
Yemen, 
Iraq and the Gulf pulls its long-cycle platforms into the procurement cycle. Single-thesis, single-driver holding on geopolitical-conflict.
vs 1.1.4+0.00 —
Theses funding this position
Every thesis whose alignment contributed weight here; edge weight is the thesis own confidence.
- held security
Northrop Grumman- holding direction
Long- holding role
Alternate Vehicle- serves thesis
Iran war rearmament cycle