Watchlist / thebuildout-semiconductor-bonding-interconnect-materials

watchlist

Watchlist / thebuildout-semiconductor-bonding-interconnect-materials

current roster plus event stream

symbols 5 events 173 latest

TheBuildout · Semiconductor Bonding & Interconnect Materials — their curated supply-chain list (https://thebuildout.ai/lists/semiconductor-bonding-interconnect-materials), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 8 of 27 visible / 76 total (49 pro-gated; 19 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 173 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 -6.2%-6.3%-11.8%-16.6%+31.8%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -5.0%-5.3%-10.6%-20.0%+17.4%

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

30D breadth 1/5 up

trend: 1 up · 0 flat · 4 down · avg RSI 39 · 40% above SMA200 · covered 5/5

contributors

MMM+0.7pp+3.7%
AME-0.5pp-2.7%
Q-2.6pp-12.9%
GLW-4.5pp-22.4%
MKSI-4.9pp-24.7%

Holdings

GLW $123.99 -22.4% 30d retreating MMM $175.56 +3.7% 30d coming into play AME $238.82 -2.7% 30d coming into play Q $108.78 -12.9% 30d retreating MKSI $196.11 -24.7% 30d retreating
MMM $175.56 +0.5% +3.7% +3.5% +5.0% 65 coming into play -5.0%
AME $238.82 -4.6% -2.7% -1.0% +29.1% 39 coming into play -8.6%
Q $108.78 -9.5% -12.9% -21.6% — 31 retreating -38.6%
GLW $123.99 -8.1% -22.4% -20.6% +47.4% 33 retreating -54.4%
MKSI $196.11 -9.3% -24.7% -43.2% +45.9% 25 retreating -56.2%

Feed generated 2026-10-23.