Source

Monthly snapshot from the DOM capture taken 2026-10-06 20:56 PT through the capture Chrome. 238 companies in 31 baskets across the three systems (AI, Energy, Robotics); Ideas have been Alpha-only since the 2026-10-06 redesign, so 0 public setups. Against the 2026-10-05 capture: no companies added or dropped, no basket changes. Coverage diff against our watchlists: 225 of 238 are on a watchlist; the other 13 all sit in the security-family registry as research-only — two OTC mirrors never tracked under the thin-OTC rule (LPKFF, RYCEY) and 11 foreign primaries (000660.KS, 4062.T, 6268.T, 6594.T, BESI.AS, 4063.T, ABBN.SW, 3711.TW, 4004.T, 5802.T, LYC.AX). No new coverage gaps. The dashboard's own basket ranks (its window, not reconciled by us): leading AI / InP & Substrates, AI / HBM / Packaging, AI / Storage; weakest Energy / Nuclear & SMR Supply Chain, AI / Rare Earths, Robotics / Robot Platforms & Demand Signals. Its four calendar items are all past-dated (Sep 30 to Oct 1); one is the dashboard's text that Cognex agreed to acquire RealSense for about $600M, not verified by the desk.

Takeaway

Monthly snapshot from the DOM capture taken 2026-10-06 20:56 PT through the capture Chrome. 238 companies in 31 baskets across the three systems (AI, Energy, Robotics); Ideas have been Alpha-only since the 2026-10-06 redesign, so 0 public setups. Against the 2026-10-05 capture: no companies added or dropped, no basket changes. Coverage diff against our watchlists: 225 of 238 are on a watchlist; the other 13 all sit in the security-family registry as research-only — two OTC mirrors never tracked under the thin-OTC rule (LPKFF, RYCEY) and 11 foreign primaries (000660.KS, 4062.T, 6268.T, 6594.T, BESI.AS, 4063.T, ABBN.SW, 3711.TW, 4004.T, 5802.T, LYC.AX). No new coverage gaps. The dashboard's own basket ranks (its window, not reconciled by us): leading AI / InP & Substrates, AI / HBM / Packaging, AI / Storage; weakest Energy / Nuclear & SMR Supply Chain, AI / Rare Earths, Robotics / Robot Platforms & Demand Signals. Its four calendar items are all past-dated (Sep 30 to Oct 1); one is the dashboard's text that Cognex agreed to acquire RealSense for about $600M, not verified by the desk.