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Primes building the next-gen US missile defense and Golden Dome architecture.
LHX | LMT | NOC | RTX | |
|---|---|---|---|---|
| LHX | · | 0.51 | 0.64 | 0.62 |
| LMT | 0.51 | · | 0.44 | 0.48 |
| NOC | 0.64 | 0.44 | · | 0.56 |
| RTX | 0.62 |
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.
| 0.48 |
| 0.56 |
| · |