Rubin Build-Out 100 · Sector S13 · Layer 4 · Infrastructure
Thermal Management
Liquid-cooling, immersion, and HVAC. As rack densities climb, thermal goes from afterthought to architectural decision.
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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VRT | Vertiv | US | 268.83 | +4.73% | -0.17% | -3.28% | -17.01% | +7.67% | +114.24% | USD |
| MOD | Modine Manufacturing | US | 186.63 | +3.97% | +0.17% | -4.10% | -38.04% | -8.86% | +39.51% | USD |
| NVT | nVent Electric | US | 152.09 | +2.65% | -2.22% | -6.14% | -12.53% | +37.78% | +70.86% | USD |
| CARR | Carrier Global | US | 59.08 | +2.61% | +0.41% | -9.71% | -13.80% | -1.84% | -4.32% | USD |
| 6367.T | Daikin | Japan | 20820.00 | +0.24% | -0.10% | -12.39% | -12.32% | +3.56% | +4.39% | JPY |
| AAON | AAON | US | 77.98 | +4.50% | -0.22% | -16.29% | -45.68% | -15.44% | -2.42% | USD |