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; 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 3653.TW | Jentech Precision | Taiwan | 7070.00 | +1.14% | -0.14% | +22.11% | +130.29% | +76.75% | +222.10% | TWD |
| AAON | AAON | US | 80.53 | -6.57% | -7.57% | +8.36% | -28.86% | -12.97% | -20.78% | USD |
| NVT | nVent Electric | US | 152.72 | -5.42% | -9.00% | +4.03% | -0.61% | +16.41% | +54.31% | USD |
| 6367.T | Daikin | Japan | 21575.00 | +0.37% | +3.30% | +3.55% | -14.30% | +9.43% | +26.06% | JPY |
| 3324.TWO | Auras Technology | Taiwan | 1490.00 | +1.02% | -2.61% | +3.47% | +72.45% | +56.17% | +84.92% | TWD |
| CARR | Carrier Global | US | 54.24 | -1.44% | -1.38% | -2.34% | -21.78% | -7.03% | -3.50% | USD |
| 3017.TW | Asia Vital Components | Taiwan | 3315.00 | +1.07% | -10.04% | -4.19% | +56.37% | +43.51% | +252.28% | TWD |
| VRT | Vertiv | US | 222.83 | -6.09% | -9.60% | -5.02% | -24.24% | -26.01% | +24.56% | USD |
| MOD | Modine Manufacturing | US | 157.75 | -8.59% | -16.73% | -11.81% | -30.27% | -33.76% | +5.41% | USD |