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 | 298.12 | +4.72% | +7.96% | +7.21% | +7.60% | +10.62% | +75.82% | USD |
| ON | onsemi | US | 74.06 | +2.51% | +1.29% | -4.07% | -12.24% | -24.46% | +43.03% | USD |
| IFX.DE | Infineon | Europe | 50.20 | +3.14% | -4.42% | -11.48% | -7.86% | -12.13% | +47.52% | EUR |
| ALGM | Allegro MicroSystems | US | 32.32 | +2.67% | -2.56% | -12.08% | -27.40% | -25.65% | +4.29% | USD |
| STM | STMicroelectronics | Europe | 45.19 | +2.66% | -0.92% | -12.98% | -9.91% | -10.62% | +80.02% | USD |
| MPWR | Monolithic Power Systems | US | 1167.27 | +2.38% | -6.89% | -14.64% | -8.95% | -26.47% | +9.41% | USD |
| 6723.T | Renesas Electronics | Japan | 2783.50 | -3.57% | -7.74% | -20.24% | -33.33% | -0.41% | +53.53% | JPY |
| VICR | Vicor | US | 194.77 | +10.64% | +2.14% | -30.92% | +1.38% | -27.49% | +109.48% | USD |