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 |
|---|---|---|---|---|---|---|---|---|---|---|
| PWR | Quanta Services | US | 631.86 | -1.61% | -10.49% | +2.48% | -0.11% | +4.98% | +44.68% | USD |
| EME | EMCOR Group | US | 721.66 | -1.48% | -8.59% | -1.04% | -3.01% | -10.47% | +4.61% | USD |
| FIX | Comfort Systems USA | US | 1439.07 | -2.85% | -16.12% | -8.57% | -15.95% | -12.77% | +72.17% | USD |
| STRL | Sterling Infrastructure | US | 424.36 | -4.91% | -17.28% | -16.09% | -34.74% | -8.47% | +16.14% | USD |