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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NVT | nVent Electric | US | 158.54 | -2.48% | +7.63% | -2.33% | -3.21% | +45.49% | +72.16% | USD |
| MOD | Modine Manufacturing | US | 185.97 | -3.32% | +2.80% | -2.64% | -33.15% | -7.60% | +34.13% | USD |
| VRT | Vertiv | US | 262.89 | -9.61% | +2.70% | -2.67% | -9.20% | -2.63% | +115.99% | USD |
| 6367.T | Daikin | Japan | 20835.00 | +1.83% | +0.31% | -6.25% | -10.58% | +4.33% | +9.43% | JPY |
| CARR | Carrier Global | US | 57.95 | -1.96% | +1.22% | -8.65% | -18.66% | -0.47% | -10.64% | USD |
| AAON | AAON | US | 77.02 | -3.00% | +2.22% | -13.69% | -40.60% | -14.77% | -4.48% | USD |