Watchlist / thebuildout-specialty-electronic-gases

watchlist

Watchlist / thebuildout-specialty-electronic-gases

current roster plus event stream

symbols 3 events 99 latest

TheBuildout · Specialty & Electronic Gases — their curated supply-chain list (https://thebuildout.ai/lists/specialty-electronic-gases), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 11 visible / 56 total (45 pro-gated; 6 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.

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%+0.6%+4.9%-0.2%+29.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.6%-0.6%+2.8%-3.4%+13.5%

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

30D breadth 2/3 up

trend: 2 up · 0 flat · 1 down · avg RSI 55 · 33% above SMA200 · covered 3/3

contributors

ENTG+5.3pp+15.9%
LIN+1.2pp+3.7%
APD-1.6pp-4.7%

Holdings

LIN $483.73 +3.7% 30d coming into play APD $281.26 -4.7% 30d coming into play ENTG $165.79 +15.9% 30d in trend
ENTG $165.79 +2.2% +15.9% +14.1% +75.9% 65 in trend -11.3%
LIN $483.73 +0.4% +3.7% -8.7% +5.6% 57 coming into play -11.8%
APD $281.26 +1.0% -4.7% -6.1% +7.1% 44 coming into play -10.7%

Feed generated 2026-10-10.