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 |
|---|---|---|---|---|---|---|---|---|---|---|
| IFX.DE | Infineon | Europe | 55.00 | +1.23% | -3.42% | -3.91% | -32.90% | +48.27% | +69.75% | EUR |
| TXN | Texas Instruments | US | 260.67 | -1.05% | -0.35% | -7.86% | -14.73% | +34.06% | +48.55% | USD |
| STM | STMicroelectronics | Europe | 48.06 | +0.29% | -6.77% | -13.86% | -35.53% | +42.64% | +79.82% | USD |
| 6723.T | Renesas Electronics | Japan | 3240.00 | +2.69% | -2.26% | -14.89% | -27.63% | +31.63% | +90.53% | JPY |
| MPWR | Monolithic Power Systems | US | 1147.61 | +0.45% | -4.66% | -18.95% | -23.43% | +7.80% | +35.80% | USD |
| ON | onsemi | US | 66.60 | -9.02% | -6.17% | -20.12% | -43.68% | +9.22% | +38.43% | USD |
| ALGM | Allegro MicroSystems | US | 33.02 | -0.72% | -7.87% | -25.38% | -38.04% | +2.99% | +10.55% | USD |