Watchlist / thebuildout-metrology-inspection

watchlist

Watchlist / thebuildout-metrology-inspection

current roster plus event stream

symbols 7 events 536 latest

TheBuildout · Metrology & Inspection — their curated supply-chain list (https://thebuildout.ai/lists/metrology-inspection), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 8 of 15 visible / 72 total (57 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 536 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%-5.5%+4.5%-3.9%+69.3%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.5%-6.6%+2.4%-7.0%+53.3%

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

30D breadth 6/7 up

trend: 6 up · 0 flat · 1 down · avg RSI 52 · 86% above SMA200 · covered 7/7

contributors

TMO+1.2pp+8.6%
AMAT+1.2pp+8.1%
KLAC+1.0pp+6.9%
ONTO+0.8pp+5.8%
NDSN+0.6pp+4.5%

detractors

NVMI-0.8pp-5.6%
ASML+0.4pp+2.9%

Holdings

ASML $1,780.34 +2.9% 30d coming into play AMAT $507.03 +8.1% 30d coming into play KLAC $195.57 +6.9% 30d coming into play TMO $658.02 +8.6% 30d in trend NDSN $328.17 +4.5% 30d in trend ONTO $294.53 +5.8% 30d coming into play NVMI $353.00 -5.6% 30d retreating
TMO $658.02 +0.9% +8.6% +24.9% +23.1% 54 in trend -5.2%
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%
NDSN $328.17 +0.4% +4.5% +14.5% +40.4% 57 in trend -3.2%
ASML $1780.34 +0.6% +2.9% -0.9% +81.6% 52 coming into play -11.0%
NVMI $353.00 -0.5% -5.6% -25.8% +8.9% 40 retreating -42.7%

Feed generated 2026-10-10.