18 of 18 names
Status
Sleeve
Capacity class
Issues
| Ticker | Name | Status | Sleeve | Paper $ | Capacity class | Issues | Watch | As of |
|---|---|---|---|---|---|---|---|---|
| HII | Huntington Ingalls | Green | Y | $833.33 | Naval yard | 451 | — | 2026-09-04 |
| GD | General Dynamics | Green | Y | $833.33 | Naval yard | 451 | GDIT visa/IT slice is the conversion watch — not a filter value. | 2026-09-04 |
| LEU | Centrus | Green | Y | $833.33 | Enrichment | 23 | — | 2026-09-04 |
| BWXT | BWX Technologies | Green | Y | $833.33 | Naval nuclear | 245 | — | 2026-09-04 |
| CEG | Constellation | Green | Y | $833.33 | Nuclear fleet | 215 | — | 2026-09-04 |
| NUE | Nucor | Green | Y | $833.33 | Mini-mill steel | 154 | — | 2026-09-04 |
| STLD | Steel Dynamics | Green+Watch | Y | $833.33 | EAF steel + scrap | 145 | Floor Watch: scrap/contractor channel has no employer file. | 2026-09-04 |
| SPCX | SpaceX | Green | Y | $833.33 | Launch / space | 145 | — | 2026-09-04 |
| MP | MP Materials | Green | Y | $833.33 | Critical minerals | 1245 | — | 2026-09-04 |
| GEV | GE Vernova | Green | Y | $833.33 | Industrial power | 135 | — | 2026-09-04 |
| FCX | Freeport-McMoRan | Green | Y | $833.33 | Copper mine | 145 | — | 2026-09-04 |
| CLF | Cleveland-Cliffs | Green | Y | $833.33 | Integrated steel | 145 | — | 2026-09-04 |
| DE | Deere | Green+Watch | N | $0 | Heavy equipment | 15 | US plants exist; conversion watch is LCA volume + Mexico production moves. | 2026-09-04 |
| LMT | Lockheed Martin | Green+Watch | N | $0 | Defense airframe | 145 | US airframe plants exist; conversion watch is design/IT LCA vs clearance seats. | 2026-09-04 |
| CMI | Cummins | Green+Watch | N | $0 | Engines | 15 | Columbus plants exist; conversion watch is offshore engineering share + LCA. | 2026-09-04 |
| TXN | Texas Instruments | Red | 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. | 2026-09-04 |
| CAT | Caterpillar | Red | 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. | 2026-09-04 |
| AMAT | Applied Materials | Red | N | $0 | Wafer-fab tools | 15 | US mega-fab tool packages (incl. Terafab outreach, not award) vs Asia-weighted sales. | 2026-09-04 |