—
C+
C+ The full Closelook — membership. Open the C+ overview
Rubin Build-Out 100 · Sector S12 · Layer 4 · Infrastructure

Grid & Power Infrastructure

Switchgear, transformers, and grid-tied power kit. Where the data-centre power constraint hits the physical grid.

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
2308.TWDelta ElectronicsTaiwan1830.00+3.39%+4.57%+19.61%-24.38%+27.97%+165.99%TWD
SU.PASchneider ElectricEurope301.75+1.41%+1.67%+6.03%+5.08%+12.70%+42.94%EUR
ETNEatonUS402.78-3.19%-3.92%+4.11%+0.54%+7.48%+15.29%USD
← Back to Rubin Build-Out 100 Read the AI Chip Build-Out dossier →

FAQ · from the current data · as of 2026-08-28

Grid & Power Infrastructure — data Q&A

What is the Grid & Power Infrastructure sub-index of the Rubin Build-Out 100?

3 constituents, listed across Europe, US, Taiwan, 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 Grid & Power Infrastructure constituents lead and lag over one month?

As of 2026-08-28: leading — Delta Electronics (2308.TW) +19.61%; Schneider Electric (SU.PA) +6.03%; Eaton (ETN) +4.11%. Lagging — Eaton (ETN) +4.11%; Schneider Electric (SU.PA) +6.03%; Delta Electronics (2308.TW) +19.61%. Returns are close-to-close in each name's trading currency.

Which Grid & Power Infrastructure names have done best over one year?

As of 2026-08-28: Delta Electronics (2308.TW) +165.99%; Schneider Electric (SU.PA) +42.94%; Eaton (ETN) +15.29%. Weakest: Eaton (ETN) +15.29%; Schneider Electric (SU.PA) +42.94%; Delta Electronics (2308.TW) +165.99%.

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.