RTX Corporation
target weight4.72%
directionLong
roleAlternate Vehicle
4.72% long, up from 4.28% (10.3%). The rearmament thesis step plus an alignment lift to 0.90 on 
Tomahawk and AMRAAM multi-year contracts and a $340B 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
RTX Corporation- holding direction
Long- holding role
Alternate Vehicle- serves thesis
Iran war rearmament cycle