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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EME | EMCOR Group | US | 740.17 | -4.50% | -4.69% | -7.75% | -10.48% | +2.20% | +18.79% | USD |
| PWR | Quanta Services | US | 602.70 | -3.08% | -5.73% | -8.40% | -15.32% | +7.06% | +58.07% | USD |
| FIX | Comfort Systems USA | US | 1518.73 | -5.96% | -8.27% | -10.55% | -16.93% | +6.35% | +114.28% | USD |
| STRL | Sterling Infrastructure | US | 470.52 | -7.08% | -8.96% | -18.98% | -45.34% | +9.90% | +62.61% | USD |