Watchlist / thebuildout-ems-contract-electronics-manufacturing

watchlist

Watchlist / thebuildout-ems-contract-electronics-manufacturing

current roster plus event stream

symbols 7 events 203 latest

TheBuildout · EMS / Contract Electronics Manufacturing — their curated supply-chain list (https://thebuildout.ai/lists/ems-contract-electronics-manufacturing), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 7 of 20 visible / 81 total (61 pro-gated; 13 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 203 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 +1.9%-1.0%+4.9%-3.6%+52.3%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +1.3%-2.1%+2.8%-6.7%+36.3%

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

30D breadth 5/7 up

trend: 5 up · 0 flat · 2 down · avg RSI 54 · 71% above SMA200 · covered 7/7

contributors

FN+2.3pp+16.3%
CLS+1.2pp+8.6%
APH+1.0pp+7.3%
FLEX+0.9pp+6.3%
SANM+0.8pp+5.5%

detractors

VRT-1.1pp-7.7%
JBL-0.2pp-1.6%

Holdings

APH $87.24 +7.3% 30d coming into play VRT $242.78 -7.7% 30d retreating FLEX $119.83 +6.3% 30d coming into play CLS $362.16 +8.6% 30d coming into play JBL $306.28 -1.6% 30d coming into play FN $486.28 +16.3% 30d retreating SANM $217.49 +5.5% 30d coming into play
FN $486.28 -0.2% +16.3% +3.2% +27.2% 63 retreating -35.1%
CLS $362.16 +1.6% +8.6% +0.6% +39.4% 53 coming into play -23.6%
APH $87.24 +2.3% +7.3% +9.7% +38.2% 60 coming into play -3.0%
FLEX $119.83 +4.4% +6.3% -11.8% +101.0% 57 coming into play -28.2%
SANM $217.49 +3.3% +5.5% +4.2% +66.8% 53 coming into play -24.7%
JBL $306.28 +2.4% -1.6% -7.3% +49.6% 49 coming into play -28.6%
VRT $242.78 -0.4% -7.7% -23.9% +43.8% 44 retreating -36.1%

Feed generated 2026-10-09.