Watchlist / thebuildout-connector-high-speed-interconnect

watchlist

Watchlist / thebuildout-connector-high-speed-interconnect

current roster plus event stream

symbols 9 events 472 latest

TheBuildout · Connector & High-Speed Interconnect Suppliers — their curated supply-chain list (https://thebuildout.ai/lists/connector-high-speed-interconnect), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 10 of 20 visible / 54 total (34 pro-gated; 10 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 472 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +1.7%-2.3%+6.5%-0.7%+68.9%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +1.1%-3.5%+4.4%-3.8%+52.9%

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

30D breadth 6/9 up

trend: 7 up · 0 flat · 2 down · avg RSI 53 · 78% above SMA200 · covered 9/9

contributors

CRDO+3.2pp+29.0%
MRVL+1.9pp+17.1%
APH+0.8pp+7.3%
TEL+0.7pp+6.7%
NVT+0.6pp+5.6%

detractors

GLW-0.8pp-7.0%
MMM-0.3pp-2.7%
TTMI-0.3pp-2.6%
SANM+0.6pp+5.5%

Holdings

APH $87.24 +7.3% 30d coming into play MRVL $275.28 +17.1% 30d coming into play GLW $156.68 -7.0% 30d coming into play MMM $159.96 -2.7% 30d coming into play TEL $218.29 +6.7% 30d coming into play CRDO $216.55 +29.0% 30d coming into play NVT $167.43 +5.6% 30d in trend TTMI $121.01 -2.6% 30d coming into play SANM $217.49 +5.5% 30d coming into play
CRDO $216.55 +2.2% +29.0% -16.0% +43.3% 57 coming into play -29.8%
MRVL $275.28 +0.2% +17.1% +16.7% +203.6% 62 coming into play -16.6%
APH $87.24 +2.3% +7.3% +9.7% +38.2% 60 coming into play -3.0%
TEL $218.29 +1.9% +6.7% +8.9% -1.9% 57 coming into play -13.6%
NVT $167.43 +2.0% +5.6% +4.2% +71.3% 56 in trend -9.3%
SANM $217.49 +3.3% +5.5% +4.2% +66.8% 53 coming into play -24.7%
TTMI $121.01 +3.0% -2.6% -17.4% +114.1% 46 coming into play -45.9%
MMM $159.96 -2.2% -2.7% +1.6% +4.6% 37 coming into play -13.5%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%

Feed generated 2026-10-09.