Amphenol supplies connectors for AI data centers, automotive, and industrial applications, with strong grades on both growth (B+) and profitability (B+). Its 1-year return of -25.1%, however, marks one of the sharper pullbacks in this batch.

The unusually weak momentum (D) grade likely reflects profit-taking after a prior big run-up, or concerns about slowing capex from some data-center customers. The underlying fundamentals remain solid, making this a name worth revisiting to check whether valuation has become more attractive after the pullback.