Watchlist / thebuildout-photoresists-lithography-materials

watchlist

Watchlist / thebuildout-photoresists-lithography-materials

current roster plus event stream

symbols 2 events 67 latest

TheBuildout · Photoresists & Lithography Materials — their curated supply-chain list (https://thebuildout.ai/lists/photoresists-lithography-materials), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 10 visible / 74 total (64 pro-gated; 5 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.

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 -11.3%-10.8%-14.0%-13.4%+44.5%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -10.1%-9.8%-12.8%-16.9%+30.1%

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

30D breadth 0/2 up

trend: 0 up · 0 flat · 2 down · avg RSI 33 · 0% above SMA200 · covered 2/2

contributors

Q-6.4pp-12.9%
ENTG-7.5pp-15.1%

Holdings

Q $108.78 -12.9% 30d retreating ENTG $128.31 -15.1% 30d coming into play
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%

Feed generated 2026-10-20.