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Changes:PLTR +1.0%NOC +1.0%IRDM +0.4%GD 0.0%LMT 0.0%

$ARCTICDOME Reducing BE position slightly and moving some gains from PWR to NOC, PLTR, and LMT to deprioritize them as geopolitical tensions increase

Changes:PWR +1.3%BE +0.3%NOC +0.3%CVX +0.3%LMT +0.3%

Rebalancing and prioritizing PWR and BE based on geopolitical events and recent earnings reports

Changes:IRDM +3.3%PLTR +1.8%KBR +1.8%PWR +1.6%XOM +1.6%

Rebalancing to evenly allocate before pushing public later this week.

Changes:SATS +3.9%BE +3.1%PWR +1.0%TECK +0.5%RIO +0.3%

Moving some earnings from NOC, CVX and XOM to Bloom Energy (BE) and Echostar (SATS) to take lead positions

Changes:NOC +8.9%GD +8.9%CVX +8.9%RTX +8.8%RIO +8.2%

Moving some upside from Lockheed and Northrop to Bloom Energy (BE) following continued growth of their platform and adoption that is a strong contender for energizing space defense.