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) 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 | 3417.00 | +1.09% | -0.47% | +7.79% | -24.07% | +20.36% | +87.75% | JPY |
| IFX.DE | Infineon | Europe | 57.08 | -0.16% | +1.98% | -4.02% | -35.14% | +28.52% | +64.53% | EUR |
| MPWR | Monolithic Power Systems | US | 1256.26 | -4.18% | -4.56% | -4.55% | -19.79% | +10.15% | +45.80% | USD |
| STM | STMicroelectronics | Europe | 49.38 | -3.82% | -2.33% | -6.94% | -28.75% | +47.34% | +83.53% | USD |
| TXN | Texas Instruments | US | 258.64 | -2.96% | -2.16% | -7.22% | -15.39% | +21.94% | +27.83% | USD |
| ON | onsemi | US | 72.61 | -2.93% | -2.16% | -13.29% | -39.80% | +9.22% | +41.68% | USD |
| ALGM | Allegro MicroSystems | US | 35.77 | -4.84% | -3.74% | -13.70% | -25.28% | -1.92% | +13.70% | USD |