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Rubin Build-Out 100 · Sector S21 · Layer 7 · AI Factory

DC Construction

The engineering-and-construction firms that physically build the data-centre shell. Picks-and-shovels for the AI factory.

Equal-weight — 1d —
Cap-weighted — 1d —
Momentum (drift) — 1d —
Constituents — in this sector

Composite Index — since inception (Dec 30, 2025)

Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.

Constituents

Every Rubin constituent tagged into this sector. Click a row to open the stock detail page with full chart + Money-Temperature scoring.

Ticker Company Region Last 1d 1w 1m 3m 6m 1y CCY
PWRQuanta ServicesUS705.94+3.01%+4.34%+14.10%+9.16%+20.60%+59.27%USD
FIXComfort Systems USAUS1715.69+0.55%-0.71%+7.85%-0.94%+7.75%+103.44%USD
STRLSterling InfrastructureUS513.00-1.04%-3.83%+5.80%-22.28%+14.93%+39.79%USD
EMEEMCOR GroupUS789.45+1.44%+0.36%+5.49%+3.21%-1.57%+13.75%USD
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FAQ · from the current data · as of 2026-10-09

DC Construction — data Q&A

What is the DC Construction sub-index of the Rubin Build-Out 100?

4 constituents, listed across US, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which DC Construction constituents lead and lag over one month?

As of 2026-10-09: leading — Quanta Services (PWR) +14.10%; Comfort Systems USA (FIX) +7.85%; Sterling Infrastructure (STRL) +5.80%. Lagging — EMCOR Group (EME) +5.49%; Sterling Infrastructure (STRL) +5.80%; Comfort Systems USA (FIX) +7.85%. Returns are close-to-close in each name's trading currency.

Which DC Construction names have done best over one year?

As of 2026-10-09: Comfort Systems USA (FIX) +103.44%; Quanta Services (PWR) +59.27%; Sterling Infrastructure (STRL) +39.79%. Weakest: EMCOR Group (EME) +13.75%; Sterling Infrastructure (STRL) +39.79%; Quanta Services (PWR) +59.27%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.