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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6367.T | Daikin | Japan | 21170.00 | +158003.06% | +162746.15% | +157621.42% | +138806.20% | +168318.21% | +202060.07% | JPY |
| 3653.TW | Jentech Precision | Taiwan | 7160.00 | -0.07% | +5.29% | +29.01% | +123.40% | +73.58% | +225.45% | TWD |
| 3324.TWO | Auras Technology | Taiwan | 1540.00 | +1.32% | +2.33% | +14.93% | +67.39% | +57.34% | +81.12% | TWD |
| AAON | AAON | US | 84.77 | -1.61% | +0.50% | +6.23% | -24.94% | -9.31% | -16.00% | USD |
| 3017.TW | Asia Vital Components | Taiwan | 3385.00 | -1.60% | -1.60% | +3.04% | +44.04% | +49.45% | +252.60% | TWD |
| NVT | nVent Electric | US | 162.78 | -2.78% | -2.63% | +0.25% | +0.62% | +22.42% | +67.45% | USD |
| CARR | Carrier Global | US | 55.42 | -0.25% | -0.56% | -3.55% | -20.56% | -13.53% | -3.49% | USD |
| VRT | Vertiv | US | 239.36 | -1.41% | -5.62% | -6.89% | -21.15% | -20.20% | +41.82% | USD |
| MOD | Modine Manufacturing | US | 172.50 | -4.99% | -5.69% | -8.87% | -24.86% | -32.88% | +15.73% | USD |