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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6367.T | Daikin | Japan | 20900.00 | -0.50% | -2.99% | +1.53% | -11.59% | -2.68% | +16.18% | JPY |
| CARR | Carrier Global | US | 55.66 | +0.52% | -1.08% | -0.78% | -12.98% | -18.03% | -3.05% | USD |
| 3653.TW | Jentech Precision | Taiwan | 6450.00 | +6.88% | +1.18% | -5.15% | +71.09% | +34.94% | +187.95% | TWD |
| 3324.TWO | Auras Technology | Taiwan | 1300.00 | -1.52% | -9.41% | -13.62% | +37.71% | +12.39% | +32.42% | TWD |
| 3017.TW | Asia Vital Components | Taiwan | 2820.00 | -3.92% | -12.29% | -18.02% | +10.59% | +4.25% | +144.16% | TWD |
| VRT | Vertiv | US | 205.55 | -12.89% | -15.39% | -18.80% | -25.30% | -42.73% | +7.46% | USD |
| AAON | AAON | US | 58.25 | -15.68% | -22.96% | -33.86% | -35.48% | -40.70% | -39.08% | USD |
| NVT | nVent Electric | US | 112.82 | -12.72% | -19.48% | -35.09% | -30.91% | -34.59% | +0.75% | USD |
| MOD | Modine Manufacturing | US | 98.56 | -21.43% | -31.34% | -48.10% | -48.81% | -64.06% | -35.55% | USD |