Issue 6 screen · productive sovereignty · paper illustration

American System Investments versus SPYM

Paper sleeve assumed placed on tracker start 2026-08-26. Eight Green / Green+Watch names at $1,250 each versus a matching $10,000 in SPYM. Education and entertainment only.

Start

2026-08-26

Paper sleeve

$10,000

8 names × $1,250

SPYM

$10,000

same window

Returns

Snapshot not live in v1 — first print when posted.

Education and entertainment only. Not advice, not an offer, not a recommendation. This is a paper $10,000 equal-weight sleeve versus SPYM. Green names in the sleeve are $1,250 each. Red names stay on the list as U.S. productive capacity and are $0 in the $10,000. Past figures do not predict future results. Digital Knowledge does not manage money and does not execute trades.

11 of 11 names

Status

Sleeve

Capacity class

Issues

TickerNameStatusSleevePaper $Capacity classIssuesWatchAs of
HIIHuntington IngallsGreenY$1,250Naval yard4512026-08-26
GDGeneral DynamicsGreenY$1,250Naval yard451GDIT visa/IT slice is the conversion watch — not a filter value.2026-08-26
LEUCentrusGreenY$1,250Enrichment232026-08-26
BWXTBWX TechnologiesGreenY$1,250Naval nuclear2452026-08-26
CEGConstellationGreenY$1,250Nuclear fleet2152026-08-26
NUENucorGreenY$1,250Mini-mill steel1542026-08-26
STLDSteel DynamicsGreen+WatchY$1,250EAF steel + scrap145Floor Watch: scrap/contractor channel has no employer file.2026-08-26
SPCXSpaceXGreenY$1,250Launch / space1452026-08-26
TXNTexas InstrumentsRedN$0US 300mm analog152026-08-26
CATCaterpillarRedN$0Heavy equipment152026-08-26
AMATApplied MaterialsRedN$0Wafer-fab tools15US mega-fab tool packages (incl. Terafab outreach, not award) vs Asia-weighted sales.2026-08-26