Watchlist / thebuildout-high-speed-pcbs-server-networking

watchlist

Watchlist / thebuildout-high-speed-pcbs-server-networking

current roster plus event stream

symbols 3 events 107 latest

TheBuildout · High-Speed PCBs (Server/Networking Grade) — their curated supply-chain list (https://thebuildout.ai/lists/high-speed-pcbs-server-networking), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 3 of 21 visible / 58 total (37 pro-gated; 18 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.

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 +2.9%-4.3%+3.4%-1.2%+73.0%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +2.3%-5.5%+1.3%-4.3%+57.0%

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

30D breadth 2/3 up

trend: 2 up · 0 flat · 1 down · avg RSI 53 · 67% above SMA200 · covered 3/3

contributors

APH+2.4pp+7.3%
SANM+1.8pp+5.5%
TTMI-0.9pp-2.6%

Holdings

APH $87.24 +7.3% 30d coming into play TTMI $121.01 -2.6% 30d coming into play SANM $217.49 +5.5% 30d coming into play
APH $87.24 +2.3% +7.3% +9.7% +38.2% 60 coming into play -3.0%
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%

Feed generated 2026-10-09.