AI Factory Systems
Server and rack OEMs that integrate GPUs into shipping AI systems. The output end of the build-out — thin-margin, high-volume, deliberately under-weighted.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2317.TW | Foxconn (Hon Hai) | Taiwan | 241.50 | +1.05% | -1.63% | -3.01% | -7.12% | -4.17% | -3.40% | TWD |
| 2382.TW | Quanta Computer | Taiwan | 298.50 | +0.67% | -4.17% | -8.29% | +0.17% | -13.10% | -1.81% | TWD |
| HPE | Hewlett Packard Enterprise | US | 47.93 | +0.82% | -9.74% | -31.85% | -18.47% | +58.66% | +106.95% | USD |
| DELL | Dell Technologies | US | 334.38 | -3.44% | -18.12% | -42.02% | -30.98% | +39.94% | +129.64% | USD |
| 0992.HK | Lenovo Group | Asia-other | 18.65 | -0.85% | -10.94% | -42.30% | -35.69% | +48.72% | +61.89% | HKD |