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 | 263.42 | -1.97% | +1.93% | -3.66% | -12.52% | +38.08% | +45.11% | USD |
| STM | STMicroelectronics | Europe | 47.78 | -7.24% | -8.54% | -11.39% | -38.19% | +45.77% | +84.44% | USD |
| ON | onsemi | US | 71.65 | -5.90% | -3.67% | -12.15% | -38.65% | +22.37% | +46.16% | USD |
| IFX.DE | Infineon | Europe | 54.04 | -7.72% | -11.10% | -12.46% | -29.87% | +36.34% | +66.79% | EUR |
| 6723.T | Renesas Electronics | Japan | 3176.00 | -0.50% | -6.67% | -15.22% | -29.23% | +19.94% | +83.80% | JPY |
| MPWR | Monolithic Power Systems | US | 1143.24 | -7.39% | -6.59% | -16.10% | -27.52% | +8.83% | +36.78% | USD |
| ALGM | Allegro MicroSystems | US | 33.85 | -6.77% | -7.54% | -23.29% | -32.84% | +8.74% | +12.95% | USD |