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Rubin Build-Out 100 · Sector S12 · Layer 4 · Infrastructure

Grid & Power Infrastructure

Switchgear, transformers, and grid-tied power kit. Where the data-centre power constraint hits the physical grid.

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
2308.TWDelta ElectronicsTaiwan1760.00+1.73%-0.56%+6.67%-23.48%+31.84%+165.06%TWD
SU.PASchneider ElectricEurope287.35+0.21%-3.43%-4.34%+6.23%+15.24%+27.06%EUR
ETNEatonUS397.12+1.60%-4.55%-11.21%-5.13%+12.28%+16.46%USD
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FAQ · from the current data · as of 2026-09-03

Grid & Power Infrastructure — data Q&A

What is the Grid & Power Infrastructure sub-index of the Rubin Build-Out 100?

3 constituents, listed across Europe, US, Taiwan, 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 Grid & Power Infrastructure constituents lead and lag over one month?

As of 2026-09-03: leading — Delta Electronics (2308.TW) +6.67%; Schneider Electric (SU.PA) -4.34%; Eaton (ETN) -11.21%. Lagging — Eaton (ETN) -11.21%; Schneider Electric (SU.PA) -4.34%; Delta Electronics (2308.TW) +6.67%. Returns are close-to-close in each name's trading currency.

Which Grid & Power Infrastructure names have done best over one year?

As of 2026-09-03: Delta Electronics (2308.TW) +165.06%; Schneider Electric (SU.PA) +27.06%; Eaton (ETN) +16.46%. Weakest: Eaton (ETN) +16.46%; Schneider Electric (SU.PA) +27.06%; Delta Electronics (2308.TW) +165.06%.

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.