Watchlist / thebuildout-fuel-cells-alternative-dc-power

watchlist

Watchlist / thebuildout-fuel-cells-alternative-dc-power

current roster plus event stream

symbols 10 events 522 latest

TheBuildout · Fuel Cells & Alternative DC Power — their curated supply-chain list (https://thebuildout.ai/lists/fuel-cells-alternative-dc-power), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 11 of 23 visible / 63 total (40 pro-gated; 12 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 522 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 +1.0%-0.4%-1.4%-11.7%+44.2%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.4%-1.6%-3.5%-14.9%+28.2%

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

30D breadth 4/10 up

trend: 4 up · 1 flat · 5 down · avg RSI 49 · 33% above SMA200 · covered 10/10

contributors

GEV+0.6pp+5.7%
BE+0.4pp+4.2%
LIN+0.4pp+3.7%
ETN+0.3pp+3.5%
CAT-0.2pp-1.9%

detractors

BWXT-0.8pp-8.2%
VRT-0.8pp-7.7%
CMI-0.6pp-5.7%
INIO-0.5pp-4.8%
TM-0.3pp-3.0%

Holdings

CAT $800.47 -1.9% 30d coming into play GEV $1,004.73 +5.7% 30d coming into play TM $185.30 -3.0% 30d coming into play LIN $483.73 +3.7% 30d coming into play ETN $429.65 +3.5% 30d in trend VRT $242.78 -7.7% 30d retreating CMI $523.39 -5.7% 30d coming into play BE $280.50 +4.2% 30d coming into play INIO $19.79 -4.8% 30d too-young BWXT $143.83 -8.2% 30d retreating
GEV $1004.73 +0.5% +5.7% -8.0% +58.4% 58 coming into play -16.0%
BE $280.50 +2.8% +4.2% +14.7% +223.7% 54 coming into play -20.1%
LIN $483.73 +0.4% +3.7% -8.7% +5.6% 57 coming into play -11.8%
ETN $429.65 +1.2% +3.5% +5.5% +13.9% 51 in trend -10.1%
CAT $800.47 +0.5% -1.9% -15.9% +60.0% 45 coming into play -25.4%
TM $185.30 -0.4% -3.0% +5.0% -3.7% 45 coming into play -25.6%
INIO $19.79 +3.1% -4.8% -40.8% — 48 neutral -53.9%
CMI $523.39 +0.6% -5.7% -22.6% +22.7% 42 coming into play -29.1%
VRT $242.78 -0.4% -7.7% -23.9% +43.8% 44 retreating -36.1%
BWXT $143.83 +1.1% -8.2% -22.7% -26.5% 48 retreating -40.5%

Feed generated 2026-10-10.