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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; 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
VICRVicorUS219.92-10.36%-16.16%+19.58%-7.45%+8.28%+309.92%USD
ONonsemiUS73.70+0.46%-7.19%+10.66%-15.65%-7.79%+48.77%USD
MPWRMonolithic Power SystemsUS1249.20+0.49%-8.80%+8.85%-4.79%-10.95%+29.49%USD
TXNTexas InstrumentsUS279.12-0.55%-3.15%+7.08%-1.73%+25.11%+62.96%USD
ALGMAllegro MicroSystemsUS32.36+0.43%-10.78%-2.00%-30.38%-15.33%+17.20%USD
STMSTMicroelectronicsEurope46.60-0.64%-11.59%-3.04%-24.91%+12.10%+65.52%USD
IFX.DEInfineonEurope52.47-5.20%-10.92%-4.60%-18.02%+9.92%+58.97%EUR
6723.TRenesas ElectronicsJapan3014.00-10.00%-23.19%-9.22%-36.71%+15.43%+76.67%JPY

FAQ · from the current data · as of 2026-10-15

Power Semiconductors — data Q&A

What is the Power Semiconductors sub-index of the Rubin Build-Out 100?

8 constituents, listed across Europe, US, Japan, 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 Power Semiconductors constituents lead and lag over one month?

As of 2026-10-15: leading — Vicor (VICR) +19.58%; onsemi (ON) +10.66%; Monolithic Power Systems (MPWR) +8.85%. Lagging — Renesas Electronics (6723.T) -9.22%; Infineon (IFX.DE) -4.60%; STMicroelectronics (STM) -3.04%. Returns are close-to-close in each name's trading currency.

Which Power Semiconductors names have done best over one year?

As of 2026-10-15: Vicor (VICR) +309.92%; Renesas Electronics (6723.T) +76.67%; STMicroelectronics (STM) +65.52%. Weakest: Allegro MicroSystems (ALGM) +17.20%; Monolithic Power Systems (MPWR) +29.49%; onsemi (ON) +48.77%.

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.