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 | 665.93 | +2.82% | -7.10% | -12.63% | -5.65% | -24.79% | -4.25% | USD |
| PWR | Quanta Services | US | 563.93 | +3.20% | -8.81% | -13.13% | -4.15% | -11.51% | +32.02% | USD |
| FIX | Comfort Systems USA | US | 1244.19 | +7.18% | -15.02% | -25.00% | -23.50% | -30.62% | +51.04% | USD |
| STRL | Sterling Infrastructure | US | 360.72 | +1.53% | -14.82% | -29.59% | -32.96% | -28.63% | +1.96% | USD |