Lockheed Martin
target weight4.43%
directionLong
rolePrimary Vehicle
4.43% long, down from 4.47% (-0.9%). 
Iran war rearmament cycle eased 0.88 to 0.86 on 
the pre-midterm strike pause; LMT held its 0.90 alignment as the most resilient prime.
vs 1.1.6-0.00 —
Theses funding this position
Every thesis whose alignment contributed weight here; edge weight is the thesis own confidence.
- held security
Lockheed Martin- holding direction
Long- holding role
Primary Vehicle- serves thesis
- Iran war rearmament cycle