Watchlist / thebuildout-advanced-packaging-2d3d-leaders

watchlist

Watchlist / thebuildout-advanced-packaging-2d3d-leaders

current roster plus event stream

symbols 27 events 1058 latest

TheBuildout · Advanced Packaging (2.5D/3D) Leaders — their curated supply-chain list (https://thebuildout.ai/lists/advanced-packaging-2d3d-leaders), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 32 of 54 visible / 114 total (60 pro-gated; 22 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 1058 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -7.1%-8.1%-15.6%-14.0%+65.3%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -5.9%-7.1%-14.3%-17.5%+50.9%

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

30D breadth 4/27 up

trend: 2 up · 1 flat · 24 down · avg RSI 36 · 35% above SMA200 · covered 27/27

contributors

DOW+0.5pp+12.8%
MMM+0.1pp+3.7%
SNPS+0.1pp+3.2%
CDNSE+0.1pp+2.2%
NDSN+0.0pp-0.3%

detractors

SKHY-1.2pp-32.6%
INTC-1.1pp-31.0%
ONTO-1.1pp-30.0%
AMKRE-1.1pp-28.5%
UMC-1.0pp-28.1%

Holdings

NVDA $212.21 -7.3% 30d in trend TSM $412.35 -8.8% 30d coming into play AVGO $323.24 -11.3% 30d coming into play MU $856.49 -21.9% 30d coming into play AMD $507.93 -18.6% 30d coming into play SKHY $131.69 -32.6% 30d too-young INTC $85.49 -31.0% 30d coming into play LRCX $230.15 -26.0% 30d retreating AMAT $375.58 -20.5% 30d retreating KLAC $147.83 -21.5% 30d retreating QCOM $172.83 -12.8% 30d coming into play GLW $123.99 -22.4% 30d retreating ASX $37.74 -16.5% 30d coming into play MMM $175.56 +3.7% 30d coming into play CDNS $309.65 +2.2% 30d coming into play SNPS $422.48 +3.2% 30d coming into play TER $308.75 -22.6% 30d retreating UMC $18.53 -28.1% 30d coming into play Q $108.78 -12.9% 30d retreating GFS $43.37 -9.6% 30d retreating DOW $31.81 +12.8% 30d coming into play NDSN $318.71 -0.3% 30d in trend ONTO $198.67 -30.0% 30d retreating AMKR $39.05 -28.5% 30d retreating NVMI $310.13 -16.2% 30d retreating RMBS $85.73 -18.5% 30d retreating FORM $95.03 -24.6% 30d retreating
DOW $31.81 +4.7% +12.8% +2.9% +46.6% 70 coming into play -25.6%
MMM $175.56 +0.5% +3.7% +3.5% +5.0% 65 coming into play -5.0%
SNPS $422.48 -6.4% +3.2% +13.1% -7.0% 39 coming into play -21.7%
CDNSE $309.65 -5.0% +2.2% -6.3% -6.3% 41 coming into play -25.7%
NDSN $318.71 -3.9% -0.3% +9.1% +36.1% 43 in trend -6.0%
NVDA $212.21 -4.4% -7.3% +1.6% +17.7% 39 in trend -12.8%
TSM $412.35 -4.5% -8.8% -0.8% +42.7% 38 coming into play -15.4%
GFS $43.37 -9.1% -9.6% -23.8% +25.8% 38 retreating -53.1%
AVGO $323.24 -4.3% -11.3% -17.6% -5.0% 35 coming into play -34.7%
QCOM $172.83 -2.9% -12.8% +1.0% +2.1% 45 coming into play -33.5%
Q $108.78 -9.5% -12.9% -21.6% — 31 retreating -38.6%
NVMI $310.13 -6.4% -16.2% -31.9% -5.4% 31 retreating -49.6%
ASX $37.74 -11.0% -16.5% -4.4% +202.9% 37 coming into play -21.3%
RMBSE $85.73 -7.6% -18.5% -16.9% -9.2% 37 retreating -50.8%
AMD $507.93 -8.1% -18.6% -5.9% +120.6% 37 coming into play -22.9%
AMAT $375.58 -8.2% -20.5% -33.3% +70.3% 25 retreating -49.2%
KLAC $147.83 -9.6% -21.5% -32.4% +32.7% 24 retreating -51.9%
MU $856.49 -6.3% -21.9% -13.5% +331.6% 35 coming into play -31.8%
GLW $123.99 -8.1% -22.4% -20.6% +47.4% 33 retreating -54.4%
TER $308.75 -10.6% -22.6% -17.4% +122.4% 33 retreating -36.7%
FORM $95.03 -15.3% -24.6% -15.7% +130.2% 32 retreating -40.7%
LRCX $230.15 -11.8% -26.0% -28.0% +62.9% 25 retreating -47.5%
UMC $18.53 -6.5% -28.1% -11.2% +151.1% 30 coming into play -36.0%
AMKRE $39.05 -10.7% -28.5% -40.2% +26.9% 30 retreating -59.6%
ONTO $198.67 -10.6% -30.0% -31.8% +58.3% 27 retreating -48.6%
INTC $85.49 -8.0% -31.0% -14.7% +131.6% 31 coming into play -39.9%
SKHY $131.69 -8.1% -32.6% -22.3% — 30 neutral -34.1%

Feed generated 2026-10-23.