Rubin Build-Out 100 · Sector S21 · Layer 7 · AI Factory
DC Construction
The engineering-and-construction firms that physically build the data-centre shell. Picks-and-shovels for the AI factory.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| PWR | Quanta Services | US | 622.02 | -4.39% | -0.38% | -7.54% | -12.11% | +11.29% | +59.75% | USD |
| FIX | Comfort Systems USA | US | 1582.80 | -6.39% | -1.71% | -8.38% | -15.70% | +15.97% | +107.24% | USD |
| EME | EMCOR Group | US | 749.70 | -3.97% | -0.59% | -9.81% | -8.91% | +5.66% | +17.31% | USD |
| STRL | Sterling Infrastructure | US | 472.87 | -7.47% | -2.80% | -14.51% | -44.95% | +18.78% | +49.57% | USD |