Watchlist / thebuildout-cmp-slurries-consumables

watchlist

Watchlist / thebuildout-cmp-slurries-consumables

current roster plus event stream

symbols 4 events 165 latest

TheBuildout · CMP Slurries & Consumables — their curated supply-chain list (https://thebuildout.ai/lists/cmp-slurries-consumables), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 12 visible / 46 total (34 pro-gated; 7 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 165 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 -0.1%-2.9%+5.6%-3.0%+70.2%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.7%-4.0%+3.4%-6.2%+54.2%

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

30D breadth 3/4 up

trend: 2 up · 0 flat · 2 down · avg RSI 52 · 50% above SMA200 · covered 4/4

contributors

ENTG+4.0pp+15.9%
AMAT+2.0pp+8.1%
Q+0.2pp+0.9%
MMM-0.7pp-2.7%

Holdings

AMAT $507.03 +8.1% 30d coming into play MMM $159.96 -2.7% 30d coming into play Q $126.60 +0.9% 30d coming into play ENTG $165.79 +15.9% 30d in trend
ENTG $165.79 +2.2% +15.9% +14.1% +75.9% 65 in trend -11.3%
AMAT $507.03 -0.5% +8.1% -15.8% +130.2% 55 coming into play -31.4%
Q $126.60 -0.1% +0.9% -12.0% — 50 coming into play -28.6%
MMM $159.96 -2.2% -2.7% +1.6% +4.6% 37 coming into play -13.5%

Feed generated 2026-10-10.