Watchlist / thebuildout-racks-chassis-mechanical-infrastructure

watchlist

Watchlist / thebuildout-racks-chassis-mechanical-infrastructure

current roster plus event stream

symbols 16 events 698 latest

TheBuildout · Racks, Chassis & Mechanical Infrastructure — their curated supply-chain list (https://thebuildout.ai/lists/racks-chassis-mechanical-infrastructure), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 16 of 33 visible / 79 total (46 pro-gated; 17 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 698 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 +1.3%-0.6%+4.6%+5.1%+59.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.7%-1.8%+2.5%+2.0%+43.5%

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

30D breadth 12/16 up

trend: 11 up · 0 flat · 5 down · avg RSI 53 · 75% above SMA200 · covered 16/16

contributors

HPE+1.5pp+24.7%
DELL+0.6pp+9.5%
CLS+0.5pp+8.6%
SMCI+0.5pp+7.5%
APH+0.5pp+7.3%

detractors

VRT-0.5pp-7.7%
MOD-0.1pp-2.4%
JBL-0.1pp-1.6%
DOV-0.1pp-1.4%
PH+0.1pp+1.4%

Holdings

NVDA $229.28 +2.5% 30d in trend DELL $586.06 +9.5% 30d in trend APH $87.24 +7.3% 30d coming into play ETN $429.65 +3.5% 30d in trend PH $962.56 +1.4% 30d coming into play VRT $242.78 -7.7% 30d retreating HPE $73.46 +24.7% 30d in trend 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 NVT $167.43 +5.6% 30d in trend DOV $188.83 -1.4% 30d coming into play HUBB $474.11 +4.2% 30d coming into play SMCI $41.86 +7.5% 30d coming into play SANM $217.49 +5.5% 30d coming into play MOD $181.56 -2.4% 30d retreating
HPE $73.46 +3.5% +24.7% +51.3% +179.8% 71 in trend -0.1%
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%
SMCI $41.86 -2.1% +7.5% +47.9% -27.8% 54 coming into play -28.8%
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%
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%
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%
NVDA $229.28 -0.5% +2.5% +8.7% +19.1% 53 in trend -5.8%
PH $962.56 +1.6% +1.4% +0.1% +30.3% 49 coming into play -12.5%
DOV $188.83 -0.1% -1.4% -12.3% +16.4% 44 coming into play -20.5%
JBL $306.28 +2.4% -1.6% -7.3% +49.6% 49 coming into play -28.6%
MOD $181.56 -0.2% -2.4% -26.2% +21.8% 45 retreating -43.8%
VRT $242.78 -0.4% -7.7% -23.9% +43.8% 44 retreating -36.1%

Feed generated 2026-10-09.