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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6723.T | Renesas Electronics | Japan | 3600.00 | +31590.14% | +29432.40% | +33990.91% | +26409.57% | +44126.04% | +61901.62% | JPY |
| VICR | Vicor | US | 259.40 | -2.51% | -15.12% | +31.07% | -1.93% | +39.30% | +392.97% | USD |
| MPWR | Monolithic Power Systems | US | 1319.23 | -4.84% | -10.86% | +6.87% | -4.15% | -3.86% | +35.22% | USD |
| TXN | Texas Instruments | US | 281.74 | -0.70% | -4.46% | +4.85% | -7.79% | +30.01% | +59.87% | USD |
| ON | onsemi | US | 76.00 | -1.97% | -11.56% | -0.18% | -18.92% | +7.01% | +52.09% | USD |
| STM | STMicroelectronics | Europe | 50.48 | -3.03% | -12.48% | -2.00% | -28.02% | +25.20% | +76.99% | USD |
| IFX.DE | Infineon | Europe | 57.22 | -2.79% | -9.85% | -2.29% | -14.99% | +24.38% | +76.95% | EUR |
| ALGM | Allegro MicroSystems | US | 33.79 | -5.00% | -12.14% | -6.94% | -35.42% | -11.17% | +21.72% | USD |