Rubin Build-Out 100 · Sector S11 · Layer 4 · Infrastructure
Power Semiconductors
Power-management IC, GaN, SiC. Every megawatt the AI build-out adds requires the right power semis underneath.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VICR | Vicor | US | 266.07 | +1.43% | -13.87% | +49.44% | +5.52% | +43.35% | +416.64% | USD |
| MPWR | Monolithic Power Systems | US | 1386.29 | +1.20% | -3.71% | +16.88% | +7.35% | +2.40% | +41.85% | USD |
| ON | onsemi | US | 77.53 | -2.37% | -8.67% | +10.49% | -14.21% | +12.94% | +52.38% | USD |
| TXN | Texas Instruments | US | 283.74 | -1.55% | -3.42% | +9.63% | -4.97% | +32.14% | +58.67% | USD |
| 6723.T | Renesas Electronics | Japan | 3600.00 | -4.00% | +0.70% | +5.79% | -24.11% | +58.49% | +91.90% | JPY |
| IFX.DE | Infineon | Europe | 58.86 | -0.07% | -8.94% | +5.48% | -18.05% | +31.63% | +85.24% | EUR |
| STM | STMicroelectronics | Europe | 52.06 | -1.23% | -9.08% | +2.60% | -23.97% | +31.86% | +81.21% | USD |
| ALGM | Allegro MicroSystems | US | 35.57 | -1.93% | -10.02% | +0.85% | -30.06% | -5.15% | +25.78% | USD |