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 | 583.14 | -1.41% | -11.24% | -16.07% | -13.99% | -23.85% | +31.10% | USD |
| EME | EMCOR Group | US | 645.39 | -1.15% | -8.77% | -17.17% | -22.56% | -30.22% | -0.50% | USD |
| FIX | Comfort Systems USA | US | 1105.93 | -0.66% | -13.94% | -32.48% | -36.40% | -45.13% | +15.95% | USD |
| STRL | Sterling Infrastructure | US | 289.56 | -0.38% | -19.82% | -42.23% | -47.25% | -65.99% | -23.36% | USD |