Watchlist / thebuildout-power-distribution-pdus-busways

watchlist

Watchlist / thebuildout-power-distribution-pdus-busways

current roster plus event stream

symbols 9 events 288 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 288 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 -9.3%-10.8%-17.4%-19.6%+14.5%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -8.1%-9.8%-16.1%-23.1%+0.1%

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

30D breadth 0/9 up

trend: 0 up · 1 flat · 8 down · avg RSI 32 · 0% above SMA200 · covered 9/9

contributors

TEL-0.3pp-2.4%
HUBB-0.3pp-2.8%
GNRC-1.0pp-8.8%
GEV-1.4pp-12.9%
ETN-1.8pp-16.6%

detractors

FPS-3.9pp-35.3%
FLEX-3.7pp-33.0%
VRT-2.5pp-22.8%
NVT-2.4pp-21.5%

Holdings

GEV $827.42 -12.9% 30d coming into play ETN $368.99 -16.6% 30d coming into play VRT $195.59 -22.8% 30d retreating TEL $208.42 -2.4% 30d coming into play FLEX $76.69 -33.0% 30d retreating NVT $127.67 -21.5% 30d coming into play HUBB $445.80 -2.8% 30d coming into play GNRC $188.02 -8.8% 30d retreating FPS $24.92 -35.3% 30d too-young
TEL $208.42 -2.6% -2.4% +4.8% -9.0% 43 coming into play -17.5%
HUBB $445.80 -3.3% -2.8% -8.7% +5.5% 37 coming into play -21.2%
GNRC $188.02 -7.4% -8.8% -10.7% +2.7% 39 retreating -36.6%
GEV $827.42 -10.6% -12.9% -19.8% +43.6% 31 coming into play -30.8%
ETN $368.99 -6.3% -16.6% -11.1% +2.3% 32 coming into play -22.8%
NVT $127.67 -12.6% -21.5% -19.6% +31.7% 30 coming into play -30.9%
VRT $195.59 -7.8% -22.8% -35.7% +14.0% 28 retreating -48.5%
FLEX $76.69 -11.1% -33.0% -40.1% +25.0% 22 retreating -54.0%
FPS $24.92 -21.5% -35.3% -36.0% — 28 neutral -62.2%

Feed generated 2026-10-23.