Watchlist / thebuildout-deposition-equipment

watchlist

Watchlist / thebuildout-deposition-equipment

current roster plus event stream

symbols 3 events 198 latest

TheBuildout · Deposition Equipment — their curated supply-chain list (https://thebuildout.ai/lists/deposition-equipment), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 4 of 13 visible / 67 total (54 pro-gated; 9 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 198 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 -9.8%-15.0%-22.7%-31.2%+55.3%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -8.6%-14.0%-21.4%-34.7%+40.9%

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

30D breadth 0/3 up

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

contributors

AMAT-6.8pp-20.5%
KLAC-7.2pp-21.5%
LRCX-8.7pp-26.0%

Holdings

LRCX $230.15 -26.0% 30d retreating AMAT $375.58 -20.5% 30d retreating KLAC $147.83 -21.5% 30d retreating
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%
LRCX $230.15 -11.8% -26.0% -28.0% +62.9% 25 retreating -47.5%

Feed generated 2026-10-23.