—
C+
C+ The full Closelooknet — membership. Open the C+ overview
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; 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
2308.TWDelta ElectronicsTaiwan1910.00+0.53%+13.35%+9.14%+0.26%+26.07%+128.20%TWD
ETNEatonUS440.00+0.28%+7.46%+7.53%+4.79%+17.33%+20.09%USD
SU.PASchneider ElectricEurope289.80-1.21%+0.94%-3.14%+4.21%+26.44%+23.71%EUR
← Back to Rubin Build-Out 100 Read the AI Chip Build-Out dossier →

FAQ · from the current data · as of 2026-09-24

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 2026-09-24: leading — Delta Electronics (2308.TW) +9.14%; Eaton (ETN) +7.53%; Schneider Electric (SU.PA) -3.14%. Lagging — Schneider Electric (SU.PA) -3.14%; Eaton (ETN) +7.53%; Delta Electronics (2308.TW) +9.14%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-24: Delta Electronics (2308.TW) +128.20%; Schneider Electric (SU.PA) +23.71%; Eaton (ETN) +20.09%. Weakest: Eaton (ETN) +20.09%; Schneider Electric (SU.PA) +23.71%; Delta Electronics (2308.TW) +128.20%.

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.