Rubin Build-Out 100 · Sector S13 · Layer 4 · Infrastructure
Thermal Management
Liquid-cooling, immersion, and HVAC. As rack densities climb, thermal goes from afterthought to architectural decision.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 3653.TW | Jentech Precision | Taiwan | 7165.00 | +5.29% | +4.22% | +26.70% | +123.56% | +68.99% | +218.44% | TWD |
| AAON | AAON | US | 86.16 | +0.24% | +3.47% | +12.60% | -23.20% | -7.46% | -15.65% | USD |
| NVT | nVent Electric | US | 167.43 | +1.97% | -1.26% | +7.90% | +5.95% | +28.43% | +70.51% | USD |
| 3324.TWO | Auras Technology | Taiwan | 1520.00 | -0.33% | -0.33% | +5.56% | +65.22% | +55.45% | +74.91% | TWD |
| 6367.T | Daikin | Japan | 21170.00 | +0.86% | +2.84% | +2.47% | -18.51% | +7.11% | +22.69% | JPY |
| MOD | Modine Manufacturing | US | 181.56 | -0.18% | +1.89% | +1.28% | -22.50% | -24.81% | +17.48% | USD |
| 3017.TW | Asia Vital Components | Taiwan | 3440.00 | -2.96% | -1.99% | +0.58% | +46.38% | +53.91% | +246.08% | TWD |
| CARR | Carrier Global | US | 55.56 | -0.48% | +0.80% | -1.91% | -19.02% | -11.97% | -6.00% | USD |
| VRT | Vertiv | US | 242.78 | -0.39% | -3.73% | -2.16% | -20.63% | -17.73% | +45.14% | USD |