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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TXN | Texas Instruments | US | 311.49 | -0.32% | +0.54% | +4.80% | +11.89% | +7.62% | +94.18% | USD |
| MPWR | Monolithic Power Systems | US | 1261.08 | -5.06% | +4.12% | -14.43% | -7.21% | -23.68% | +26.08% | USD |
| ON | onsemi | US | 71.24 | -1.87% | -5.80% | -17.46% | -9.05% | -32.65% | +41.18% | USD |
| ALGM | Allegro MicroSystems | US | 31.25 | -7.16% | -11.65% | -19.38% | -26.39% | -39.17% | +7.98% | USD |
| 6723.T | Renesas Electronics | Japan | 2818.00 | -1.47% | -2.31% | -21.17% | -11.83% | -9.80% | +46.96% | JPY |
| IFX.DE | Infineon | Europe | 50.24 | -4.12% | -5.99% | -22.33% | -19.07% | -13.59% | +47.81% | EUR |
| VICR | Vicor | US | 159.07 | -11.14% | -26.58% | -46.85% | -27.27% | -43.26% | +70.41% | USD |
| STM | STMicroelectronics | Europe | 45.60 | — | — | — | — | — | — | USD |