Watchlist / thebuildout-ems-contract-electronics-manufacturing

watchlist

Watchlist / thebuildout-ems-contract-electronics-manufacturing

current roster plus event stream

symbols 7 events 219 latest

TheBuildout · EMS / Contract Electronics Manufacturing — their curated supply-chain list (https://thebuildout.ai/lists/ems-contract-electronics-manufacturing), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 7 of 20 visible / 81 total (61 pro-gated; 13 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 219 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 -9.2%-14.1%-22.2%-26.8%+12.4%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -8.0%-13.1%-21.0%-30.3%-2.0%

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

30D breadth 0/7 up

trend: 0 up · 0 flat · 7 down · avg RSI 28 · 0% above SMA200 · covered 7/7

contributors

APH-1.7pp-11.8%
JBL-1.9pp-13.4%
FN-3.0pp-21.3%
VRT-3.3pp-22.8%
CLSE-3.5pp-24.4%

detractors

FLEX-4.7pp-33.0%
SANM-4.1pp-28.4%

Holdings

APH $73.07 -11.8% 30d coming into play VRT $195.59 -22.8% 30d retreating FLEX $76.69 -33.0% 30d retreating CLS $269.01 -24.4% 30d retreating JBL $267.41 -13.4% 30d coming into play FN $317.67 -21.3% 30d retreating SANM $154.47 -28.4% 30d retreating
APH $73.07 -7.7% -11.8% -7.2% +13.3% 29 coming into play -18.8%
JBL $267.41 -4.8% -13.4% -17.0% +34.5% 35 coming into play -37.7%
FN $317.67 -10.8% -21.3% -38.6% -20.6% 27 retreating -57.6%
VRT $195.59 -7.8% -22.8% -35.7% +14.0% 28 retreating -48.5%
CLSE $269.01 -11.7% -24.4% -19.6% -0.7% 30 retreating -43.3%
SANM $154.47 -10.2% -28.4% -29.3% +21.4% 26 retreating -46.5%
FLEX $76.69 -11.1% -33.0% -40.1% +25.0% 22 retreating -54.0%

Feed generated 2026-10-23.