Watchlist / thebuildout-semiconductor-bonding-interconnect-materials

watchlist

Watchlist / thebuildout-semiconductor-bonding-interconnect-materials

current roster plus event stream

symbols 5 events 162 latest

TheBuildout · Semiconductor Bonding & Interconnect Materials — their curated supply-chain list (https://thebuildout.ai/lists/semiconductor-bonding-interconnect-materials), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 8 of 27 visible / 76 total (49 pro-gated; 19 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 162 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%-3.2%-1.0%-10.1%+54.2%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.1%-4.4%-3.1%-13.2%+38.2%

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

30D breadth 2/5 up

trend: 2 up · 0 flat · 3 down · avg RSI 48 · 40% above SMA200 · covered 5/5

contributors

AME+1.0pp+5.2%
Q+0.2pp+0.9%
MKSI-0.3pp-1.3%
MMM-0.5pp-2.7%
GLW-1.4pp-7.0%

Holdings

GLW $156.68 -7.0% 30d coming into play MMM $159.96 -2.7% 30d coming into play AME $248.58 +5.2% 30d coming into play Q $126.60 +0.9% 30d coming into play MKSI $264.50 -1.3% 30d retreating
AME $248.58 +0.4% +5.2% +6.2% +35.6% 55 coming into play -4.8%
Q $126.60 -0.1% +0.9% -12.0% — 50 coming into play -28.6%
MKSI $264.50 +1.6% -1.3% -28.2% +97.0% 48 retreating -40.9%
MMM $159.96 -2.2% -2.7% +1.6% +4.6% 37 coming into play -13.5%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%

Feed generated 2026-10-09.