Rubin Build-Out 100 · Sector S11 · Layer 4 · Infrastructure
Power Semiconductors
Power-management IC, GaN, SiC. Every megawatt the AI build-out adds requires the right power semis underneath.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| STM | STMicroelectronics | Europe | 52.24 | +1.87% | +5.79% | -1.95% | -26.13% | +67.06% | +99.37% | USD |
| ON | onsemi | US | 74.38 | +0.99% | +2.44% | -5.04% | -36.57% | +30.79% | +54.76% | USD |
| IFX.DE | Infineon | Europe | 56.86 | +2.40% | -0.39% | -5.74% | -24.85% | +45.98% | +81.46% | EUR |
| TXN | Texas Instruments | US | 258.44 | +1.82% | -0.08% | -7.17% | -9.34% | +33.75% | +40.13% | USD |
| MPWR | Monolithic Power Systems | US | 1223.86 | +0.84% | -2.58% | -9.95% | -17.37% | +19.85% | +45.09% | USD |
| 6723.T | Renesas Electronics | Japan | 3302.00 | +0.33% | -3.37% | -13.40% | -27.71% | +21.13% | +88.47% | JPY |
| ALGM | Allegro MicroSystems | US | 36.61 | +2.95% | +2.35% | -13.77% | -21.08% | +14.66% | +21.63% | USD |