Rubin Build-Out 100 · Sector S19 · Layer 7 · AI Factory
AI Factory Systems
Server and rack OEMs that integrate GPUs into shipping AI systems. The output end of the build-out — thin-margin, high-volume, deliberately under-weighted.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 0992.HK | Lenovo Group | Asia-other | 32.40 | +6.09% | +8.14% | +24.90% | +30.23% | +245.78% | +191.63% | HKD |
| DELL | Dell Technologies | US | 524.14 | +1.50% | +14.88% | +19.76% | +32.90% | +258.93% | +318.37% | USD |
| 2382.TW | Quanta Computer | Taiwan | 345.00 | +2.99% | +3.76% | +14.24% | -8.37% | +19.38% | +28.73% | TWD |
| HPE | Hewlett Packard Enterprise | US | 52.00 | -4.48% | -0.63% | -0.82% | +5.69% | +147.68% | +128.53% | USD |
| 2317.TW | Foxconn (Hon Hai) | Taiwan | 256.00 | +3.43% | +1.19% | -3.21% | -5.01% | +14.80% | +23.37% | TWD |