Watchlist / thebuildout-cmp-slurries-consumables

watchlist

Watchlist / thebuildout-cmp-slurries-consumables

current roster plus event stream

symbols 4 events 177 latest

TheBuildout · CMP Slurries & Consumables — their curated supply-chain list (https://thebuildout.ai/lists/cmp-slurries-consumables), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 12 visible / 46 total (34 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 177 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 -7.6%-7.0%-11.2%-14.1%+39.9%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -6.4%-6.0%-10.0%-17.6%+25.5%

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

30D breadth 1/4 up

trend: 1 up · 0 flat · 3 down · avg RSI 39 · 25% above SMA200 · covered 4/4

contributors

MMM+0.9pp+3.7%
Q-3.2pp-12.9%
ENTG-3.8pp-15.1%
AMAT-5.1pp-20.5%

Holdings

AMAT $375.58 -20.5% 30d retreating MMM $175.56 +3.7% 30d coming into play Q $108.78 -12.9% 30d retreating ENTG $128.31 -15.1% 30d coming into play
MMM $175.56 +0.5% +3.7% +3.5% +5.0% 65 coming into play -5.0%
Q $108.78 -9.5% -12.9% -21.6% — 31 retreating -38.6%
ENTG $128.31 -13.1% -15.1% -5.2% +44.5% 35 coming into play -31.4%
AMAT $375.58 -8.2% -20.5% -33.3% +70.3% 25 retreating -49.2%

Feed generated 2026-10-23.