RTX Corporation
target weight4.62%
directionLong
roleAlternate Vehicle
Sixth weight at 4.62%, down 1.1% - the thesis's one-point step offset by 
the alignment easing it 0.90 to 0.89 because 
RTX slipped 1.0% while LMT and NOC rose and no new award attached this window. 
The $22.9B Tomahawk contract remains the largest named award in the basket. 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
RTX Corporation- holding direction
Long- holding role
Alternate Vehicle- serves thesis
Iran war rearmament cycle