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 |
|---|---|---|---|---|---|---|---|---|---|---|
| STM | STMicroelectronics | Europe | 51.58 | -1.68% | +6.11% | +4.29% | -31.12% | +54.34% | +81.10% | USD |
| TXN | Texas Instruments | US | 270.65 | -0.72% | +4.85% | +4.08% | -13.20% | +37.55% | +50.98% | USD |
| MPWR | Monolithic Power Systems | US | 1335.55 | -1.47% | +14.19% | +2.41% | -7.14% | +19.63% | +46.88% | USD |
| IFX.DE | Infineon | Europe | 56.26 | -3.94% | +3.42% | +1.94% | -28.09% | +50.31% | +70.17% | EUR |
| 6723.T | Renesas Electronics | Japan | 3490.00 | +5.47% | +9.89% | +1.66% | -30.77% | +35.11% | +105.05% | JPY |
| ON | onsemi | US | 73.15 | -1.28% | +7.10% | +0.88% | -38.39% | +15.93% | +45.08% | USD |
| ALGM | Allegro MicroSystems | US | 35.13 | +0.06% | +6.10% | -6.17% | -41.61% | +7.66% | +11.84% | USD |