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 |
|---|---|---|---|---|---|---|---|---|---|---|
| IFX.DE | Infineon | Europe | 55.86 | +2.68% | -4.61% | +0.81% | -30.66% | +45.13% | +70.63% | EUR |
| TXN | Texas Instruments | US | 266.64 | +3.29% | -0.77% | -0.30% | -17.41% | +41.61% | +50.18% | USD |
| STM | STMicroelectronics | Europe | 50.18 | +3.23% | -2.58% | -0.46% | -35.99% | +55.22% | +86.30% | USD |
| 6723.T | Renesas Electronics | Japan | 3309.00 | +4.45% | +3.67% | -4.61% | -30.10% | +33.27% | +99.04% | JPY |
| MPWR | Monolithic Power Systems | US | 1217.80 | +4.12% | -1.35% | -6.33% | -22.12% | +11.67% | +39.51% | USD |
| ON | onsemi | US | 69.98 | +2.46% | -8.09% | -8.62% | -42.46% | +18.03% | +40.52% | USD |
| ALGM | Allegro MicroSystems | US | 34.10 | +2.99% | -6.09% | -11.08% | -42.20% | +10.32% | +10.89% | USD |