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Primes building the next-gen US missile defense and Golden Dome architecture.
LHX | LMT | NOC | RTX | |
|---|---|---|---|---|
| LHX | · | 0.50 | 0.62 | 0.57 |
| LMT | 0.50 | · | 0.46 | 0.44 |
| NOC | 0.62 | 0.46 | · | 0.52 |
| RTX | 0.57 |
Themes are editorial groupings — narrative buckets used for technical screens. They exist alongside , which are validated empirically by capital-flow co-movement.
When a theme's avg correlation is high, the editorial story is also tradeable as a bloc. When it's low, the narrative groups stocks that don't actually move together — useful for thinking, less useful for trading.
| 0.44 |
| 0.52 |
| · |