58 of 58 names
Status
Sleeve
Capacity class
Issues
| Ticker | Name | Status | Sleeve | Paper $ | Capacity class | Issues | Watch | As of |
|---|---|---|---|---|---|---|---|---|
| HII | Huntington Ingalls | Green | Y | $416.67 | Naval yard | 451 | — | 2026-09-11 |
| GD | General Dynamics | Green | Y | $416.67 | Naval yard | 451 | GDIT visa/IT slice is the conversion watch — not a filter value. | 2026-09-11 |
| LEU | Centrus | Green | Y | $416.67 | Enrichment | 23 | — | 2026-09-11 |
| BWXT | BWX Technologies | Green | Y | $416.67 | Naval nuclear | 245 | — | 2026-09-11 |
| CEG | Constellation | Green | Y | $416.67 | Nuclear fleet | 215 | — | 2026-09-11 |
| NUE | Nucor | Green | Y | $416.67 | Mini-mill steel | 154 | — | 2026-09-11 |
| STLD | Steel Dynamics | Green+Watch | Y | $416.67 | EAF steel + scrap | 145 | Floor Watch: scrap/contractor channel has no employer file. | 2026-09-11 |
| SPCX | SpaceX | Green | Y | $416.67 | Launch / space | 145 | — | 2026-09-11 |
| MP | MP Materials | Green | Y | $416.67 | Critical minerals | 1245 | — | 2026-09-11 |
| GEV | GE Vernova | Green | Y | $416.67 | Industrial power | 135 | — | 2026-09-11 |
| FCX | Freeport-McMoRan | Green | Y | $416.67 | Copper mine | 145 | — | 2026-09-11 |
| CLF | Cleveland-Cliffs | Green | Y | $416.67 | Integrated steel | 145 | — | 2026-09-11 |
| CMC | Commercial Metals | Green | Y | $416.67 | Mini-mill steel | 154 | — | 2026-09-11 |
| UUUU | Energy Fuels | Green | Y | $416.67 | Critical minerals | 125 | — | 2026-09-11 |
| CW | Curtiss-Wright | Green | Y | $416.67 | Naval nuclear | 245 | — | 2026-09-11 |
| VST | Vistra | Green | Y | $416.67 | Nuclear fleet | 215 | — | 2026-09-11 |
| CRS | Carpenter Technology | Green | Y | $416.67 | Specialty alloys | 145 | — | 2026-09-18 |
| LNG | Cheniere Energy | Green | Y | $416.67 | LNG liquefaction | 14 | — | 2026-09-18 |
| UEC | Uranium Energy | Green | Y | $416.67 | Critical minerals | 215 | — | 2026-09-18 |
| URG | Ur-Energy | Green | Y | $416.67 | Critical minerals | 215 | — | 2026-09-25 |
| SO | Southern Company | Green | Y | $416.67 | Nuclear fleet | 215 | — | 2026-09-25 |
| DE | Deere | Pairing Watch | N | $0 | Heavy equipment | 15 | US plants exist; conversion watch is LCA volume + Mexico production moves. | 2026-09-11 |
| LMT | Lockheed Martin | Pairing Watch | N | $0 | Defense airframe | 145 | US airframe plants exist; conversion watch is design/IT LCA vs clearance seats. | 2026-09-11 |
| CMI | Cummins | Pairing Watch | N | $0 | Engines | 15 | Columbus plants exist; conversion watch is offshore engineering share + LCA. | 2026-09-11 |
| CENX | Century Aluminum | Pairing Watch | N | $0 | Primary aluminum | 154 | US smelters exist (Sebree / Mt. Holly); conversion watch is the Iceland + Jamaica book vs KY/SC seats. | 2026-09-11 |
| WAB | Wabtec | Pairing Watch | N | $0 | Locomotives | 154 | Erie and Fort Worth plants exist; conversion watch is India + Kazakhstan final-assembly vs US seats. | 2026-09-11 |
| FSLR | First Solar | Pairing Watch | N | $0 | Thin-film modules | 15 | US module plants exist; conversion is the India / SE Asia book vs OH/AL/LA seats. | 2026-09-18 |
| AA | Alcoa | Pairing Watch | N | $0 | Primary aluminum | 154 | US smelters exist (Massena / Warrick); conversion is the non-US smelting book. | 2026-09-18 |
| ALB | Albemarle | Pairing Watch | N | $0 | Critical minerals | 15 | US brine/hard-rock path exists; conversion is Chile / Australia / China volume vs NV/NC seats. | 2026-09-18 |
| NOC | Northrop Grumman | Pairing Watch | N | $0 | Defense airframe | 145 | US airframe and foundry exist; conversion is design/IT LCA vs clearance seats. | 2026-09-18 |
| ATI | ATI | Pairing Watch | N | $0 | Specialty alloys | 145 | PA melt-and-roll exists; conversion is the Chihuahua forge + non-US finish vs Latrobe/Brackenridge seats. | 2026-09-25 |
| HWM | Howmet Aerospace | Pairing Watch | N | $0 | Aero castings | 145 | Whitehall / Cleveland / La Porte foundries exist; conversion is the Mexico wheels book vs MI/OH/IN seats. | 2026-09-25 |
| GFS | GlobalFoundries | Pairing Watch | N | $0 | US 300mm foundry | 15 | Malta 300mm exists; conversion is Dresden/Singapore + process bench vs NY/VT seats. | 2026-09-25 |
| WOLF | Wolfspeed | Pairing Watch | N | $0 | US SiC wafers | 15 | Marcy SiC line exists; conversion is whether Siler City feeds Marcy at scale. | 2026-09-25 |
| ETN | Eaton | Pairing Watch | N | $0 | Industrial power | 15 | US switchgear / enclosure plants exist; conversion is the engineering overlay vs SC/AR/LA seats. | 2026-09-25 |
| ON | onsemi | Pairing Watch | N | $0 | US 300mm analog | 15 | East Fishkill / Gresham / Hudson exist; conversion is the offshore device book vs NY/OR/NH seats. | 2026-09-25 |
| TXN | Texas Instruments | Pairing Watch | N | $0 | US 300mm analog | 15 | On the list for US 300mm analog fabs (Sherman / Richardson / Lehi). Red because the standing design bench is visa-heavy — conversion is that bench, not the tool install. | 2026-09-11 |
| CAT | Caterpillar | Pairing Watch | N | $0 | Heavy equipment | 15 | On the list for US plants + Wamego power modules. Red because the people book is GCC-weighted — conversion is that book, not the factory footprint. | 2026-09-11 |
| AMAT | Applied Materials | Pairing Watch | N | $0 | Wafer-fab tools | 15 | US mega-fab tool packages (incl. Terafab outreach, not award) vs Asia-weighted sales. | 2026-09-11 |
| INTC | Intel | Pairing Watch | N | $0 | US 300mm logic | 15 | On the list for US 300mm logic fabs (New Albany / Chandler / Hillsboro). Red because the standing design bench is visa-heavy — conversion is that bench, not the cleanroom pour. | 2026-09-11 |
| LRCX | Lam Research | Pairing Watch | N | $0 | Wafer-fab tools | 15 | On the list for US tool plants (Fremont / Tualatin). Red because the engineering bench and Asia-weighted build follow the AMAT pattern. | 2026-09-11 |
| MU | Micron Technology | Pairing Watch | N | $0 | US 300mm memory | 15 | On the list for US 300mm memory lines. Red because the standing process bench is visa-heavy and the leading-edge book is still Asia — conversion is that bench, not the Clay pour. | 2026-09-18 |
| DUK | Duke Energy | Green | Y | $416.67 | Nuclear fleet | 215 | — | 2026-10-09 |
| ETR | Entergy | Green | Y | $416.67 | Nuclear fleet | 215 | — | 2026-10-09 |
| POWL | Powell Industries | Green | Y | $416.59 | Industrial power | 15 | — | 2026-10-09 |
| SOLS | Solstice Advanced Materials | Pairing Watch | N | $0 | Uranium conversion | 215 | Metropolis IL is the conversion plant. The watch is the specialty-materials book spun from Honeywell. | 2026-10-09 |
| BA | Boeing | Pairing Watch | N | $0 | Defense airframe | 145 | Everett, Renton, North Charleston, and St. Louis exist. The watch is design and India engineering against those seats. | 2026-10-09 |
| RTX | RTX | Pairing Watch | N | $0 | Engines | 145 | East Hartford, Columbus, and Tucson exist. The watch is the engineering book against the engine and missile floor. | 2026-10-09 |
| HXL | Hexcel | Pairing Watch | N | $0 | Carbon fiber | 15 | Decatur and Salt Lake City exist. The watch is the Europe fiber book. | 2026-10-09 |
| OSK | Oshkosh | Pairing Watch | N | $0 | Heavy equipment | 145 | The Oshkosh defense line exists. The watch is the Europe access-equipment book. | 2026-10-09 |
| TSM | TSMC | Pairing Watch | N | $0 | US 300mm foundry | 15 | Phoenix Fab 1 is producing. The watch is the Taiwan process book. | 2026-10-09 |
| KLAC | KLA | Pairing Watch | N | $0 | Wafer-fab tools | 15 | Milpitas tools exist. The watch is Asia-weighted sales. Not Red until the integer is clean. | 2026-10-09 |
| LAC | Lithium Americas | Pairing Watch | N | $0 | Critical minerals | 213 | Thacker Pass is a directed-credit build. The watch is first production. | 2026-10-09 |
| KALU | Kaiser Aluminum | Pairing Watch | N | $0 | Aluminum rolling | 145 | Trentwood and Warrick exist. The watch is the Canada rolling book. | 2026-10-09 |
| GBX | Greenbrier | Pairing Watch | N | $0 | Railcars | 145 | Marmaduke and Paragould exist. The watch is the Mexico build. | 2026-10-09 |
| GE | GE Aerospace | Pairing Watch | N | $0 | Engines | 145 | Evendale and Lynn exist. The watch is the India engineering center and the global MRO book. | 2026-10-09 |
| QRVO | Qorvo | Pairing Watch | N | $0 | Compound semi | 15 | Richardson and Hillsboro remain. The watch is the handset book and the Greensboro sale. | 2026-10-09 |
| ACLS | Axcelis Technologies | Pairing Watch | N | $0 | Wafer-fab tools | 15 | Beverly is the US implanter build. The watch is Pyeongtaek assembly. | 2026-10-09 |