Watchlist / thebuildout-fuel-cells-alternative-dc-power

watchlist

Watchlist / thebuildout-fuel-cells-alternative-dc-power

current roster plus event stream

symbols 10 events 549 latest

TheBuildout · Fuel Cells & Alternative DC Power — their curated supply-chain list (https://thebuildout.ai/lists/fuel-cells-alternative-dc-power), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 11 of 23 visible / 63 total (40 pro-gated; 12 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 549 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 -5.5%-5.1%-10.9%-17.1%+25.8%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -4.3%-4.1%-9.7%-20.5%+11.4%

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

30D breadth 2/10 up

trend: 2 up · 1 flat · 7 down · avg RSI 40 · 11% above SMA200 · covered 10/10

contributors

LIN+1.0pp+9.8%
TM+0.3pp+3.2%
CMI-0.1pp-1.3%
BWXT-1.2pp-11.9%
CAT-1.3pp-12.9%

detractors

VRT-2.3pp-22.8%
INIO-2.3pp-22.6%
BE-2.1pp-21.3%
ETN-1.7pp-16.6%
GEV-1.3pp-12.9%

Holdings

CAT $704.05 -12.9% 30d retreating GEV $827.42 -12.9% 30d coming into play TM $198.22 +3.2% 30d coming into play LIN $510.36 +9.8% 30d coming into play ETN $368.99 -16.6% 30d coming into play VRT $195.59 -22.8% 30d retreating CMI $519.53 -1.3% 30d coming into play BE $217.77 -21.3% 30d coming into play INIO $15.11 -22.6% 30d too-young BWXT $127.30 -11.9% 30d retreating
LIN $510.36 +2.0% +9.8% +0.8% +13.4% 73 coming into play -6.9%
TM $198.22 +1.7% +3.2% +12.1% -2.6% 64 coming into play -20.4%
CMI $519.53 -4.2% -1.3% -21.9% +27.3% 43 coming into play -29.6%
BWXT $127.30 -5.8% -11.9% -27.9% -33.4% 31 retreating -47.4%
CAT $704.05 -4.9% -12.9% -21.3% +37.0% 29 retreating -34.4%
GEV $827.42 -10.6% -12.9% -19.8% +43.6% 31 coming into play -30.8%
ETN $368.99 -6.3% -16.6% -11.1% +2.3% 32 coming into play -22.8%
BE $217.77 -8.7% -21.3% +0.2% +130.8% 39 coming into play -38.0%
INIO $15.11 -10.4% -22.6% -46.0% — 35 neutral -64.8%
VRT $195.59 -7.8% -22.8% -35.7% +14.0% 28 retreating -48.5%

Feed generated 2026-10-23.