Watchlist / thebuildout-connector-high-speed-interconnect

watchlist

Watchlist / thebuildout-connector-high-speed-interconnect

current roster plus event stream

symbols 9 events 498 latest

TheBuildout · Connector & High-Speed Interconnect Suppliers — their curated supply-chain list (https://thebuildout.ai/lists/connector-high-speed-interconnect), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 10 of 20 visible / 54 total (34 pro-gated; 10 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 498 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -9.8%-10.1%-17.2%-15.7%+37.4%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -8.6%-9.1%-16.0%-19.2%+23.0%

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

30D breadth 1/9 up

trend: 1 up · 0 flat · 8 down · avg RSI 37 · 22% above SMA200 · covered 9/9

contributors

MMM+0.4pp+3.7%
TEL-0.3pp-2.4%
APH-1.3pp-11.8%
MRVL-1.6pp-14.8%
CRDO-1.7pp-15.5%

detractors

TTMI-4.7pp-42.0%
SANM-3.2pp-28.4%
GLW-2.5pp-22.4%
NVT-2.4pp-21.5%

Holdings

APH $73.07 -11.8% 30d coming into play MRVL $223.47 -14.8% 30d coming into play GLW $123.99 -22.4% 30d retreating MMM $175.56 +3.7% 30d coming into play TEL $208.42 -2.4% 30d coming into play CRDO $162.77 -15.5% 30d retreating NVT $127.67 -21.5% 30d coming into play TTMI $73.89 -42.0% 30d retreating SANM $154.47 -28.4% 30d retreating
MMM $175.56 +0.5% +3.7% +3.5% +5.0% 65 coming into play -5.0%
TEL $208.42 -2.6% -2.4% +4.8% -9.0% 43 coming into play -17.5%
APH $73.07 -7.7% -11.8% -7.2% +13.3% 29 coming into play -18.8%
MRVL $223.47 -8.7% -14.8% +6.8% +175.7% 38 coming into play -32.3%
CRDO $162.77 -10.7% -15.5% -31.2% +18.6% 37 retreating -47.3%
NVT $127.67 -12.6% -21.5% -19.6% +31.7% 30 coming into play -30.9%
GLW $123.99 -8.1% -22.4% -20.6% +47.4% 33 retreating -54.4%
SANM $154.47 -10.2% -28.4% -29.3% +21.4% 26 retreating -46.5%
TTMI $73.89 -27.7% -42.0% -49.0% +32.7% 28 retreating -67.0%

Feed generated 2026-10-23.