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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2317.TW | Foxconn (Hon Hai) | Taiwan | 245.50 | -2.19% | -0.81% | -3.35% | -2.00% | +7.91% | +2.94% | TWD |
| 2382.TW | Quanta Computer | Taiwan | 311.50 | -2.04% | -4.89% | -6.74% | +6.86% | -2.04% | +5.06% | TWD |
| HPE | Hewlett Packard Enterprise | US | 53.10 | +3.73% | -12.72% | -22.32% | -0.23% | +76.76% | +120.16% | USD |
| DELL | Dell Technologies | US | 408.40 | +3.98% | -18.64% | -26.05% | -11.74% | +88.79% | +153.97% | USD |
| 0992.HK | Lenovo Group | Asia-other | 20.94 | +2.15% | -3.68% | -39.37% | -15.36% | +79.28% | +87.47% | HKD |