Watchlist / thebuildout-specialty-gases-process-chemicals

watchlist

Watchlist / thebuildout-specialty-gases-process-chemicals

current roster plus event stream

symbols 5 events 158 latest

TheBuildout · Specialty Gases & Process Chemicals — their curated supply-chain list (https://thebuildout.ai/lists/specialty-gases-process-chemicals), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 7 of 18 visible / 97 total (78 pro-gated; 11 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 158 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 -4.2%-4.0%-6.4%-8.4%+20.3%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -3.0%-3.0%-5.2%-11.9%+5.9%

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

30D breadth 2/5 up

trend: 2 up · 0 flat · 3 down · avg RSI 47 · 40% above SMA200 · covered 5/5

contributors

LIN+2.0pp+9.8%
APD+1.4pp+7.1%
Q-2.6pp-12.9%
ENTG-3.0pp-15.1%
ALB-4.2pp-20.8%

Holdings

LIN $510.36 +9.8% 30d coming into play APD $308.22 +7.1% 30d coming into play Q $108.78 -12.9% 30d retreating ENTG $128.31 -15.1% 30d coming into play ALB $92.54 -20.8% 30d retreating
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%
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%
ALB $92.54 -2.0% -20.8% -20.9% +1.4% 25 retreating -58.1%

Feed generated 2026-10-23.