Watchlist / thebuildout-metrology-inspection

watchlist

Watchlist / thebuildout-metrology-inspection

current roster plus event stream

symbols 7 events 569 latest

TheBuildout · Metrology & Inspection — their curated supply-chain list (https://thebuildout.ai/lists/metrology-inspection), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 8 of 15 visible / 72 total (57 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 569 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 -6.9%-8.6%-13.8%-16.5%+37.9%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -5.7%-7.5%-12.6%-20.0%+23.5%

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

30D breadth 1/7 up

trend: 1 up · 0 flat · 6 down · avg RSI 34 · 29% above SMA200 · covered 7/7

contributors

TMO+0.4pp+2.7%
NDSN+0.0pp-0.3%
ASML-1.5pp-10.7%
NVMI-2.3pp-16.2%
AMAT-2.9pp-20.5%

detractors

ONTO-4.3pp-30.0%
KLAC-3.1pp-21.5%

Holdings

ASML $1,560.54 -10.7% 30d coming into play AMAT $375.58 -20.5% 30d retreating KLAC $147.83 -21.5% 30d retreating TMO $676.54 +2.7% 30d in trend NDSN $318.71 -0.3% 30d in trend ONTO $198.67 -30.0% 30d retreating NVMI $310.13 -16.2% 30d retreating
TMO $676.54 -2.5% +2.7% +18.2% +19.3% 55 in trend -4.1%
NDSN $318.71 -3.9% -0.3% +9.1% +36.1% 43 in trend -6.0%
ASML $1560.54 -6.9% -10.7% -13.4% +54.3% 34 coming into play -22.0%
NVMI $310.13 -6.4% -16.2% -31.9% -5.4% 31 retreating -49.6%
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%
ONTO $198.67 -10.6% -30.0% -31.8% +58.3% 27 retreating -48.6%

Feed generated 2026-10-23.