Rubin Build-Out 100 · Sector S11 · Layer 4 · Infrastructure
Power Semiconductors
Power-management IC, GaN, SiC. Every megawatt the AI build-out adds requires the right power semis underneath.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TXN | Texas Instruments | US | 300.52 | +1.62% | -3.83% | +6.67% | +8.65% | +1.81% | +88.40% | USD |
| MPWR | Monolithic Power Systems | US | 1357.60 | -2.19% | +2.21% | +2.91% | -4.73% | -15.12% | +42.20% | USD |
| ON | onsemi | US | 69.61 | +0.72% | -4.12% | -8.41% | -16.45% | -33.14% | +45.54% | USD |
| ALGM | Allegro MicroSystems | US | 30.70 | -0.71% | -8.79% | -9.14% | -27.71% | -33.07% | +13.79% | USD |
| STM | STMicroelectronics | Europe | 44.70 | +0.36% | -7.91% | -11.45% | -17.50% | -22.84% | +91.16% | USD |
| IFX.DE | Infineon | Europe | 49.05 | +0.87% | -6.39% | -14.28% | -21.52% | -26.05% | +45.89% | EUR |
| 6723.T | Renesas Electronics | Japan | 2743.00 | +7.17% | -4.09% | -26.85% | -28.06% | -24.29% | +48.79% | JPY |
| VICR | Vicor | US | 161.68 | -1.12% | -9.68% | -37.67% | -28.50% | -44.73% | +84.93% | USD |