BWXT macro fit improved 40pts this week.
3 contributing indexes 3 score components composite score.
Canonical asset packet first: macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Sigma | Contribution | As Of |
|---|---|---|---|---|---|---|
| PWGI | Power Grid & Electrification Index | grid buildout | 14% | -1.83σ | -0.138 | 2026-05-20 |
| GTRI | Global Trade Regime Index | defense demand | 20% | +0.51σ | +0.123 | 2026-05-20 |
| ETSI | Energy Transition & Storage Index | reactor capex cycle | 8% | +2.23σ | +0.080 | 2026-05-20 |
