§ Conviction · reviewed daily
All 47 names,
ranked.
Every company we follow, scored by conviction. Higher means a stronger view that the stock does well from here. The number beside it is how essential the company is to the thesis, which is a slower and separate judgment.
47
Total scored
6
High conviction (80+)
14
Held in the book
3
Moved this cycle
High (80+)
Mid (55 to 79)
Low (under 55)
01
KTOS
91
02
DRS
88
03
PLTR
88
04
AVAV
86
05
ESLT
86
06
LHX
82
07
MOG-A
78
08
TDY
76
09
CACI
75
10
PL
74
11
MRCY
72
12
RCAT
72
13
GOOGL
68
14
LDOS
68
15
NVDA
68
16
VVX
68
17
BWXT
66
18
RKLB
66
19
RTX
66
20
AXON
63
21
BKSY
62
22
WWD
62
23
LMT
60
24
MSFT
60
25
TXT
60
26
CW
58
27
GE
58
28
HEI
58
29
CRWD
55
30
GD
55
31
PANW
55
32
SAIC
55
33
HII
52
34
IRDM
52
35
PSN
52
36
TDG
52
37
BAH
50
38
NOC
50
39
HXL
48
40
KBR
48
41
ONDS
46
42
BA
45
43
ACHR
44
44
RDW
44
45
BBAI
42
46
JOBY
42
47
AI
38