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 | 619.28 | +0.97% | -1.23% | -14.26% | -13.90% | +8.36% | +60.68% | USD |
| EME | EMCOR Group | US | 739.46 | +0.54% | -1.97% | -14.27% | -11.42% | +1.55% | +17.78% | USD |
| FIX | Comfort Systems USA | US | 1587.35 | +0.67% | -1.72% | -15.62% | -17.06% | +11.48% | +103.28% | USD |
| STRL | Sterling Infrastructure | US | 482.67 | +5.15% | -2.52% | -20.07% | -43.73% | +13.43% | +49.48% | USD |