Watchlist / thebuildout-deposition-equipment

watchlist

Watchlist / thebuildout-deposition-equipment

current roster plus event stream

symbols 3 events 180 latest

TheBuildout · Deposition Equipment — their curated supply-chain list (https://thebuildout.ai/lists/deposition-equipment), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 4 of 13 visible / 67 total (54 pro-gated; 9 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 180 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 -0.5%-6.6%+5.3%-13.5%+114.0%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -1.1%-7.8%+3.2%-16.6%+98.0%

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

30D breadth 3/3 up

trend: 3 up · 0 flat · 0 down · avg RSI 53 · 100% above SMA200 · covered 3/3

contributors

AMAT+2.7pp+8.1%
KLAC+2.3pp+6.9%
LRCX+0.3pp+0.9%

Holdings

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
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%
LRCX $318.84 -0.6% +0.9% -9.0% +126.1% 51 coming into play -27.3%

Feed generated 2026-10-10.