Watchlist / thebuildout-power-distribution-pdus-busways

watchlist

Watchlist / thebuildout-power-distribution-pdus-busways

current roster plus event stream

symbols 9 events 274 latest

TheBuildout · Power Distribution (PDUs, Busways, Switchgear) — their curated supply-chain list (https://thebuildout.ai/lists/power-distribution-pdus-busways), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 10 of 21 visible / 74 total (53 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 274 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%+0.0%+8.2%-5.0%+41.3%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.5%-1.2%+6.1%-8.1%+25.3%

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

30D breadth 8/9 up

trend: 7 up · 1 flat · 1 down · avg RSI 55 · 75% above SMA200 · covered 9/9

contributors

FPS+3.2pp+29.2%
GNRC+2.3pp+20.6%
TEL+0.7pp+6.7%
FLEX+0.7pp+6.3%
GEV+0.6pp+5.7%

detractors

VRT-0.8pp-7.7%
ETN+0.4pp+3.5%
HUBB+0.5pp+4.2%
NVT+0.6pp+5.6%

Holdings

GEV $1,004.73 +5.7% 30d coming into play ETN $429.65 +3.5% 30d in trend VRT $242.78 -7.7% 30d retreating TEL $218.29 +6.7% 30d coming into play FLEX $119.83 +6.3% 30d coming into play NVT $167.43 +5.6% 30d in trend HUBB $474.11 +4.2% 30d coming into play GNRC $224.94 +20.6% 30d coming into play FPS $40.03 +29.2% 30d too-young
FPS $40.03 +0.6% +29.2% -12.5% — 58 neutral -39.4%
GNRC $224.94 +0.2% +20.6% -3.9% +30.8% 64 coming into play -24.1%
TEL $218.29 +1.9% +6.7% +8.9% -1.9% 57 coming into play -13.6%
FLEX $119.83 +4.4% +6.3% -11.8% +101.0% 57 coming into play -28.2%
GEV $1004.73 +0.5% +5.7% -8.0% +58.4% 58 coming into play -16.0%
NVT $167.43 +2.0% +5.6% +4.2% +71.3% 56 in trend -9.3%
HUBB $474.11 -0.3% +4.2% -3.4% +13.2% 55 coming into play -16.2%
ETN $429.65 +1.2% +3.5% +5.5% +13.9% 51 in trend -10.1%
VRT $242.78 -0.4% -7.7% -23.9% +43.8% 44 retreating -36.1%

Feed generated 2026-10-10.