AI Factory Systems
Server and rack OEMs that integrate GPUs into shipping AI systems. The output end of the build-out — thin-margin, high-volume, deliberately under-weighted.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2317.TW | Foxconn (Hon Hai) | Taiwan | 235.00 | -2.08% | -5.24% | -7.48% | -6.00% | -6.75% | -3.09% | TWD |
| 2382.TW | Quanta Computer | Taiwan | 300.00 | -0.83% | -5.66% | -9.37% | -0.17% | -13.42% | +3.63% | TWD |
| HPE | Hewlett Packard Enterprise | US | 44.16 | -11.84% | -24.99% | -38.74% | -17.02% | +48.69% | +89.78% | USD |
| 0992.HK | Lenovo Group | Asia-other | 19.41 | -6.86% | -12.33% | -45.17% | -25.17% | +59.75% | +65.90% | HKD |
| DELL | Dell Technologies | US | 316.91 | -14.89% | -33.35% | -45.26% | -30.16% | +37.63% | +106.47% | USD |