Northrop Grumman
target weight4.41%
directionLong
roleAlternate Vehicle
4.41% long, up from 4.09% (7.8%). The rearmament thesis step plus an alignment lift to 0.84 on 
a $109.6B backlog.
vs 1.1.7+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