Watchlist / thebuildout-eda-software

watchlist

Watchlist / thebuildout-eda-software

current roster plus event stream

symbols 5 events 391 latest

TheBuildout · EDA Software — their curated supply-chain list (https://thebuildout.ai/lists/eda-software), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 6 of 7 visible / 52 total (45 pro-gated; 1 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 391 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 +1.2%-1.8%+14.6%+3.0%+67.6%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.6%-2.9%+12.5%-0.1%+51.6%

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

30D breadth 5/5 up

trend: 5 up · 0 flat · 0 down · avg RSI 62 · 100% above SMA200 · covered 5/5

contributors

SNPS+5.9pp+29.7%
CDNS+4.8pp+24.0%
KEYS+3.1pp+15.6%
ASML+0.6pp+2.9%
LRCX+0.2pp+0.9%

Holdings

ASML $1,780.34 +2.9% 30d coming into play LRCX $318.84 +0.9% 30d coming into play CDNS $352.84 +24.0% 30d coming into play SNPS $509.99 +29.7% 30d in trend KEYS $382.75 +15.6% 30d in trend
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%
KEYS $382.75 +2.2% +15.6% +18.9% +123.7% 67 in trend -1.8%
ASML $1780.34 +0.6% +2.9% -0.9% +81.6% 52 coming into play -11.0%
LRCX $318.84 -0.6% +0.9% -9.0% +126.1% 51 coming into play -27.3%

Feed generated 2026-10-09.