Lockheed Martin

Fifth weight at 4.73%, flat, and up two ranks as the AI leaders trimmed around it. Iran war rearmament cycle stepped 0.90 to 0.91 with its alignment strength held at 0.91 - the war widened to three fronts and LMT rose 1.7% through it, the first escalation window in three in which the primes rose. Single-thesis, single-driver holding on geopolitical-conflict, which is why the defense names sit mid-book at high conviction: one channel to contribute through. Primary-vehicle on twenty-four strong evidence mentions.