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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| FIX | Comfort Systems USA | US | 1580.19 | +1.29% | -2.15% | -9.03% | -17.47% | +17.31% | +125.86% | USD |
| PWR | Quanta Services | US | 620.06 | +1.52% | -0.28% | -9.21% | -13.78% | +12.92% | +65.73% | USD |
| EME | EMCOR Group | US | 741.32 | +0.96% | -4.35% | -9.83% | -12.31% | +3.15% | +18.35% | USD |
| STRL | Sterling Infrastructure | US | 460.03 | +0.53% | -9.15% | -14.18% | -53.71% | +15.33% | +68.00% | USD |