Rubin Build-Out 100 · Sector S21 · Layer 7 · AI Factory
DC Construction
The engineering-and-construction firms that physically build the data-centre shell. Picks-and-shovels for the AI factory.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EME | EMCOR Group | US | 595.32 | -6.87% | -13.64% | -24.13% | -27.12% | -35.58% | -8.94% | USD |
| PWR | Quanta Services | US | 509.06 | -12.30% | -19.86% | -27.39% | -24.23% | -32.19% | +16.10% | USD |
| FIX | Comfort Systems USA | US | 964.94 | -11.58% | -27.24% | -44.59% | -43.06% | -50.29% | +1.09% | USD |
| STRL | Sterling Infrastructure | US | 244.34 | -13.86% | -34.61% | -54.25% | -55.34% | -69.89% | -36.13% | USD |