RTX Corporation
target weight4.28%
directionLong
roleAlternate Vehicle
4.28% long, down from 4.37% (-2.1%). The defense thesis step plus an alignment easing to 0.87 - its munitions lines are the most exposed to the unpassed war supplemental.
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
RTX Corporation- holding direction
Long- holding role
Alternate Vehicle- serves thesis
Iran war rearmament cycle