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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VRT | Vertiv | US | 257.08 | -4.53% | -1.86% | +13.00% | -18.57% | +0.88% | +98.99% | USD |
| NVT | nVent Electric | US | 148.48 | -4.55% | -2.30% | +2.54% | -11.08% | +25.63% | +63.84% | USD |
| CARR | Carrier Global | US | 58.79 | -0.08% | -2.62% | -4.24% | -7.95% | -8.39% | -12.00% | USD |
| MOD | Modine Manufacturing | US | 177.63 | -4.66% | -10.14% | -8.40% | -36.31% | -21.83% | +26.50% | USD |
| 6367.T | Daikin | Japan | 20895.00 | +0.26% | +0.94% | -12.39% | -10.26% | +2.10% | +5.26% | JPY |
| AAON | AAON | US | 75.87 | -2.92% | -4.49% | -13.38% | -45.85% | -24.88% | -10.10% | USD |