Watchlist / thebuildout-transformers-grid-interconnect

watchlist

Watchlist / thebuildout-transformers-grid-interconnect

current roster plus event stream

symbols 6 events 246 latest

TheBuildout · Transformers & Grid Interconnect Hardware — their curated supply-chain list (https://thebuildout.ai/lists/transformers-grid-interconnect), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 8 of 24 visible / 99 total (75 pro-gated; 16 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 246 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 +1.0%-0.1%+4.0%-3.1%+44.1%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.4%-1.3%+1.9%-6.2%+28.1%

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

30D breadth 5/6 up

trend: 5 up · 0 flat · 1 down · avg RSI 54 · 67% above SMA200 · covered 6/6

contributors

PWR+2.1pp+12.6%
GEV+0.9pp+5.7%
NVT+0.9pp+5.6%
HUBB+0.7pp+4.2%
ETN+0.6pp+3.5%

detractors

VRT-1.3pp-7.7%

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 PWR $705.94 +12.6% 30d coming into play NVT $167.43 +5.6% 30d in trend HUBB $474.11 +4.2% 30d coming into play
PWR $705.94 +3.0% +12.6% +7.2% +64.2% 63 coming into play -10.5%
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 2026-10-09.