34 of 34 names
Status
Sleeve
Capacity class
Issues
| Ticker | Name | Status | Sleeve | Paper $ | Capacity class | Issues | Watch | As of |
|---|---|---|---|---|---|---|---|---|
| HII | Huntington Ingalls | Green | Y | $526.32 | Naval yard | 451 | — | 2026-09-11 |
| GD | General Dynamics | Green | Y | $526.32 | Naval yard | 451 | GDIT visa/IT slice is the conversion watch — not a filter value. | 2026-09-11 |
| LEU | Centrus | Green | Y | $526.32 | Enrichment | 23 | — | 2026-09-11 |
| BWXT | BWX Technologies | Green | Y | $526.32 | Naval nuclear | 245 | — | 2026-09-11 |
| CEG | Constellation | Green | Y | $526.32 | Nuclear fleet | 215 | — | 2026-09-11 |
| NUE | Nucor | Green | Y | $526.32 | Mini-mill steel | 154 | — | 2026-09-11 |
| STLD | Steel Dynamics | Green+Watch | Y | $526.32 | EAF steel + scrap | 145 | Floor Watch: scrap/contractor channel has no employer file. | 2026-09-11 |
| SPCX | SpaceX | Green | Y | $526.32 | Launch / space | 145 | — | 2026-09-11 |
| MP | MP Materials | Green | Y | $526.32 | Critical minerals | 1245 | — | 2026-09-11 |
| GEV | GE Vernova | Green | Y | $526.32 | Industrial power | 135 | — | 2026-09-11 |
| FCX | Freeport-McMoRan | Green | Y | $526.32 | Copper mine | 145 | — | 2026-09-11 |
| CLF | Cleveland-Cliffs | Green | Y | $526.32 | Integrated steel | 145 | — | 2026-09-11 |
| CMC | Commercial Metals | Green | Y | $526.32 | Mini-mill steel | 154 | — | 2026-09-11 |
| UUUU | Energy Fuels | Green | Y | $526.32 | Critical minerals | 125 | — | 2026-09-11 |
| CW | Curtiss-Wright | Green | Y | $526.32 | Naval nuclear | 245 | — | 2026-09-11 |
| VST | Vistra | Green | Y | $526.32 | Nuclear fleet | 215 | — | 2026-09-11 |
| CRS | Carpenter Technology | Green | Y | $526.32 | Specialty alloys | 145 | — | 2026-09-18 |
| LNG | Cheniere Energy | Green | Y | $526.32 | LNG liquefaction | 14 | — | 2026-09-18 |
| UEC | Uranium Energy | Green | Y | $526.32 | Critical minerals | 215 | — | 2026-09-18 |
| DE | Deere | Green+Watch | N | $0 | Heavy equipment | 15 | US plants exist; conversion watch is LCA volume + Mexico production moves. | 2026-09-11 |
| LMT | Lockheed Martin | Green+Watch | N | $0 | Defense airframe | 145 | US airframe plants exist; conversion watch is design/IT LCA vs clearance seats. | 2026-09-11 |
| CMI | Cummins | Green+Watch | N | $0 | Engines | 15 | Columbus plants exist; conversion watch is offshore engineering share + LCA. | 2026-09-11 |
| CENX | Century Aluminum | Green+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 | Green+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 | Green+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 | Green+Watch | N | $0 | Primary aluminum | 154 | US smelters exist (Massena / Warrick); conversion is the non-US smelting book. | 2026-09-18 |
| ALB | Albemarle | Green+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 | Green+Watch | N | $0 | Defense airframe | 145 | US airframe and foundry exist; conversion is design/IT LCA vs clearance seats. | 2026-09-18 |
| 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. | 2026-09-11 |
| 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. | 2026-09-11 |
| AMAT | Applied Materials | Red | N | $0 | Wafer-fab tools | 15 | US mega-fab tool packages (incl. Terafab outreach, not award) vs Asia-weighted sales. | 2026-09-11 |
| INTC | Intel | Red | 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 | Red | 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 | Red | 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 |