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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
PWRQuanta ServicesUS649.13+0.87%+1.95%+5.25%-5.63%+18.99%+61.24%USD
STRLSterling InfrastructureUS512.29-0.28%-1.23%+2.99%-36.34%+23.17%+48.90%USD
FIXComfort Systems USAUS1658.91+0.94%+0.46%+2.68%-10.53%+22.15%+109.92%USD
EMEEMCOR GroupUS762.21+1.36%+1.62%-0.18%-4.50%+5.00%+21.83%USD
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FAQ · from the current data · as of 2026-09-25

DC Construction — data Q&A

What is the DC Construction sub-index of the Rubin Build-Out 100?

4 constituents, listed across US, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which DC Construction constituents lead and lag over one month?

As of 2026-09-25: leading — Quanta Services (PWR) +5.25%; Sterling Infrastructure (STRL) +2.99%; Comfort Systems USA (FIX) +2.68%. Lagging — EMCOR Group (EME) -0.18%; Comfort Systems USA (FIX) +2.68%; Sterling Infrastructure (STRL) +2.99%. Returns are close-to-close in each name's trading currency.

Which DC Construction names have done best over one year?

As of 2026-09-25: Comfort Systems USA (FIX) +109.92%; Quanta Services (PWR) +61.24%; Sterling Infrastructure (STRL) +48.90%. Weakest: EMCOR Group (EME) +21.83%; Sterling Infrastructure (STRL) +48.90%; Quanta Services (PWR) +61.24%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.