Watchlist / thebuildout-specialty-electronic-gases

watchlist

Watchlist / thebuildout-specialty-electronic-gases

current roster plus event stream

symbols 3 events 105 latest

TheBuildout · Specialty & Electronic Gases — their curated supply-chain list (https://thebuildout.ai/lists/specialty-electronic-gases), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 5 of 11 visible / 56 total (45 pro-gated; 6 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 -3.1%-1.7%+0.6%+0.1%+26.6%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -1.9%-0.7%+1.8%-3.4%+12.2%

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

30D breadth 2/3 up

trend: 2 up · 0 flat · 1 down · avg RSI 60 · 67% above SMA200 · covered 3/3

contributors

LIN+3.3pp+9.8%
APD+2.4pp+7.1%
ENTG-5.0pp-15.1%

Holdings

LIN $510.36 +9.8% 30d coming into play APD $308.22 +7.1% 30d coming into play ENTG $128.31 -15.1% 30d coming into play
LIN $510.36 +2.0% +9.8% +0.8% +13.4% 73 coming into play -6.9%
APD $308.22 +1.8% +7.1% +4.7% +21.8% 72 coming into play -2.1%
ENTG $128.31 -13.1% -15.1% -5.2% +44.5% 35 coming into play -31.4%

Feed generated 2026-10-23.