Watchlist / thebuildout-advanced-packaging-2d3d-leaders

watchlist

Watchlist / thebuildout-advanced-packaging-2d3d-leaders

current roster plus event stream

symbols 27 events 1002 latest

TheBuildout · Advanced Packaging (2.5D/3D) Leaders — their curated supply-chain list (https://thebuildout.ai/lists/advanced-packaging-2d3d-leaders), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 32 of 54 visible / 114 total (60 pro-gated; 22 foreign primaries without a US line omitted — see experiments/gloomberg/thebuildout-lists-vs-watchlists.md). Membership and 'aiCriticality' tags are theirs; refresh via deno task market -- scrape-thebuildout --lists.

Showing 120 of 1002 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -0.2%-5.2%+4.9%-4.0%+101.2%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.8%-6.4%+2.8%-7.1%+85.2%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 18/27 up

trend: 20 up · 1 flat · 6 down · avg RSI 52 · 69% above SMA200 · covered 27/27

contributors

SNPS+1.1pp+29.7%
CDNS+0.9pp+24.0%
RMBS+0.8pp+22.6%
FORM+0.8pp+22.3%
AMD+0.6pp+16.7%

detractors

SKHY-0.6pp-14.9%
GLW-0.3pp-7.0%
NVMI-0.2pp-5.6%
AMKR-0.2pp-4.3%
DOW-0.1pp-3.3%

Holdings

NVDA $229.28 +2.5% 30d in trend TSM $453.31 +4.1% 30d in trend AVGO $361.54 -0.8% 30d coming into play MU $1,029.00 +0.1% 30d coming into play AMD $608.10 +16.7% 30d in trend SKHY $169.03 -14.9% 30d too-young INTC $104.70 -1.4% 30d coming into play LRCX $318.84 +0.9% 30d coming into play AMAT $507.03 +8.1% 30d coming into play KLAC $195.57 +6.9% 30d coming into play QCOM $175.50 -0.5% 30d coming into play GLW $156.68 -7.0% 30d coming into play ASX $46.43 +12.7% 30d in trend MMM $159.96 -2.7% 30d coming into play CDNS $352.84 +24.0% 30d coming into play SNPS $509.99 +29.7% 30d in trend TER $402.68 +5.0% 30d coming into play UMC $22.96 +1.2% 30d coming into play Q $126.60 +0.9% 30d coming into play GFS $48.24 +5.0% 30d retreating DOW $28.42 -3.3% 30d coming into play NDSN $328.17 +4.5% 30d in trend ONTO $294.53 +5.8% 30d coming into play AMKR $49.12 -4.3% 30d retreating NVMI $353.00 -5.6% 30d retreating RMBS $107.47 +22.6% 30d coming into play FORM $139.67 +22.3% 30d coming into play
SNPS $509.99 +2.5% +29.7% +14.5% +5.3% 75 in trend -5.5%
CDNS $352.84 +1.1% +24.0% -8.2% +1.2% 66 coming into play -15.3%
RMBS $107.47 -0.9% +22.6% -4.1% +8.9% 59 coming into play -38.3%
FORM $139.67 +1.9% +22.3% +18.9% +264.1% 61 coming into play -12.8%
AMD $608.10 -2.0% +16.7% +9.0% +161.1% 57 in trend -7.7%
ASX $46.43 +2.6% +12.7% +8.8% +296.5% 62 in trend -3.1%
AMAT $507.03 -0.5% +8.1% -15.8% +130.2% 55 coming into play -31.4%
KLAC $195.57 -0.6% +6.9% -15.5% +85.6% 55 coming into play -36.4%
ONTO $294.53 +0.6% +5.8% -8.4% +115.6% 51 coming into play -23.8%
GFS $48.24 -2.3% +5.0% -30.1% +36.5% 51 retreating -47.9%
TER $402.68 +1.0% +5.0% +12.0% +177.3% 53 coming into play -17.5%
NDSN $328.17 +0.4% +4.5% +14.5% +40.4% 57 in trend -3.2%
TSM $453.31 -1.0% +4.1% +4.4% +51.2% 52 in trend -7.0%
NVDA $229.28 -0.5% +2.5% +8.7% +19.1% 53 in trend -5.8%
UMC $22.96 +0.6% +1.2% -5.7% +206.9% 49 coming into play -20.7%
LRCX $318.84 -0.6% +0.9% -9.0% +126.1% 51 coming into play -27.3%
Q $126.60 -0.1% +0.9% -12.0% — 50 coming into play -28.6%
MU $1029.00 -0.7% +0.1% +5.1% +435.0% 50 coming into play -18.0%
QCOM $175.50 -0.3% -0.5% -7.2% +5.9% 44 coming into play -32.5%
AVGO $361.54 +0.4% -0.8% -9.6% +4.8% 50 coming into play -27.0%
INTC $104.70 -2.2% -1.4% -4.7% +177.0% 43 coming into play -26.4%
MMM $159.96 -2.2% -2.7% +1.6% +4.6% 37 coming into play -13.5%
DOW $28.42 -0.6% -3.3% -2.1% +28.7% 47 coming into play -33.5%
AMKR $49.12 -3.7% -4.3% -30.3% +60.4% 43 retreating -49.2%
NVMI $353.00 -0.5% -5.6% -25.8% +8.9% 40 retreating -42.7%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%
SKHY $169.03 -0.9% -14.9% +0.6% — 42 neutral -15.4%

Feed generated 2026-10-10.