Watchlist / thebuildout-data-center-switch-nic-vendors

watchlist

Watchlist / thebuildout-data-center-switch-nic-vendors

current roster plus event stream

symbols 13 events 821 latest

TheBuildout · Data Center Switch & NIC Vendors — their curated supply-chain list (https://thebuildout.ai/lists/data-center-switch-nic-vendors), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 13 of 24 visible / 60 total (36 pro-gated; 11 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 821 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 +1.1%+0.5%+10.3%+11.5%+108.8%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.5%-0.6%+8.2%+8.3%+92.8%

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

30D breadth 10/13 up

trend: 12 up · 0 flat · 1 down · avg RSI 58 · 92% above SMA200 · covered 13/13

contributors

CIEN+2.5pp+33.1%
HPE+1.9pp+24.7%
MRVL+1.3pp+17.1%
AMD+1.3pp+16.7%
ANET+0.9pp+12.3%

detractors

NOK-0.3pp-3.7%
INTC-0.1pp-1.4%
AVGO-0.1pp-0.8%
NVDA+0.2pp+2.5%
SMCI+0.6pp+7.5%

Holdings

NVDA $229.28 +2.5% 30d in trend AVGO $361.54 -0.8% 30d coming into play AMD $608.10 +16.7% 30d in trend INTC $104.70 -1.4% 30d coming into play CSCO $118.39 +8.2% 30d coming into play DELL $586.06 +9.5% 30d in trend ANET $216.74 +12.3% 30d in trend MRVL $275.28 +17.1% 30d coming into play HPE $73.46 +24.7% 30d in trend NOK $10.36 -3.7% 30d coming into play CIEN $449.77 +33.1% 30d coming into play CLS $362.16 +8.6% 30d coming into play SMCI $41.86 +7.5% 30d coming into play
CIEN $449.77 +5.6% +33.1% -2.4% +174.9% 67 coming into play -29.4%
HPE $73.46 +3.5% +24.7% +51.3% +179.8% 71 in trend -0.1%
MRVL $275.28 +0.2% +17.1% +16.7% +203.6% 62 coming into play -16.6%
AMD $608.10 -2.0% +16.7% +9.0% +161.1% 57 in trend -7.7%
ANET $216.74 +2.7% +12.3% +15.9% +37.0% 65 in trend -0.3%
DELL $586.06 +2.0% +9.5% +34.7% +275.8% 62 in trend -1.6%
CLS $362.16 +1.6% +8.6% +0.6% +39.4% 53 coming into play -23.6%
CSCO $118.39 +3.0% +8.2% -2.4% +69.2% 65 coming into play -9.2%
SMCI $41.86 -2.1% +7.5% +47.9% -27.8% 54 coming into play -28.8%
NVDA $229.28 -0.5% +2.5% +8.7% +19.1% 53 in trend -5.8%
AVGO $361.54 +0.4% -0.8% -9.6% +4.8% 50 coming into play -27.0%
INTC $104.70 -2.2% -1.4% -4.7% +177.0% 43 coming into play -26.4%
NOK $10.36 +2.2% -3.7% -16.7% +100.0% 49 coming into play -40.6%

Feed generated 2026-10-09.