Watchlist / thebuildout-transformers-grid-interconnect

watchlist

Watchlist / thebuildout-transformers-grid-interconnect

current roster plus event stream

symbols 6 events 257 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 257 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 -8.1%-9.7%-15.1%-18.4%+21.9%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -6.9%-8.7%-13.9%-21.9%+7.5%

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

30D breadth 0/6 up

trend: 0 up · 0 flat · 6 down · avg RSI 31 · 0% above SMA200 · covered 6/6

contributors

HUBB-0.5pp-2.8%
GEV-2.2pp-12.9%
PWR-2.3pp-14.0%
ETN-2.8pp-16.6%
NVT-3.6pp-21.5%

detractors

VRT-3.8pp-22.8%

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 PWR $552.44 -14.0% 30d coming into play NVT $127.67 -21.5% 30d coming into play HUBB $445.80 -2.8% 30d coming into play
HUBB $445.80 -3.3% -2.8% -8.7% +5.5% 37 coming into play -21.2%
GEV $827.42 -10.6% -12.9% -19.8% +43.6% 31 coming into play -30.8%
PWR $552.44 -8.1% -14.0% -15.5% +34.0% 29 coming into play -30.0%
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%

Feed generated 2026-10-23.