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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AAON | AAON | US | 84.27 | +2.32% | +10.26% | +10.61% | -36.76% | -3.99% | -10.33% | USD |
| NVT | nVent Electric | US | 162.88 | +0.02% | +7.63% | +7.53% | -5.25% | +28.43% | +67.61% | USD |
| MOD | Modine Manufacturing | US | 196.95 | +1.99% | +6.54% | +4.76% | -30.57% | -15.43% | +34.77% | USD |
| 6367.T | Daikin | Japan | 20720.00 | -0.10% | +0.14% | +0.10% | -13.32% | +4.75% | +11.01% | JPY |
| VRT | Vertiv | US | 245.30 | -1.40% | +1.58% | -4.09% | -24.66% | -11.17% | +72.11% | USD |
| CARR | Carrier Global | US | 54.87 | -0.42% | +0.88% | -6.24% | -27.80% | -7.06% | -7.07% | USD |