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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; 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
2308.TWDelta ElectronicsTaiwan1965.00-1.26%+3.15%+6.22%+4.52%+19.45%+120.54%TWD
ETNEatonUS429.65+1.21%-1.48%+5.01%+6.65%+6.61%+14.72%USD
SU.PASchneider ElectricEurope266.40+2.03%-12.08%-7.31%-2.45%+0.08%+8.67%EUR
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FAQ · from the current data · as of 2026-10-09

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 2026-10-09: leading — Delta Electronics (2308.TW) +6.22%; Eaton (ETN) +5.01%; Schneider Electric (SU.PA) -7.31%. Lagging — Schneider Electric (SU.PA) -7.31%; Eaton (ETN) +5.01%; Delta Electronics (2308.TW) +6.22%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-09: Delta Electronics (2308.TW) +120.54%; Eaton (ETN) +14.72%; Schneider Electric (SU.PA) +8.67%. Weakest: Schneider Electric (SU.PA) +8.67%; Eaton (ETN) +14.72%; Delta Electronics (2308.TW) +120.54%.

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.