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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VICR | Vicor | US | 219.92 | -10.36% | -16.16% | +19.58% | -7.45% | +8.28% | +309.92% | USD |
| ON | onsemi | US | 73.70 | +0.46% | -7.19% | +10.66% | -15.65% | -7.79% | +48.77% | USD |
| MPWR | Monolithic Power Systems | US | 1249.20 | +0.49% | -8.80% | +8.85% | -4.79% | -10.95% | +29.49% | USD |
| TXN | Texas Instruments | US | 279.12 | -0.55% | -3.15% | +7.08% | -1.73% | +25.11% | +62.96% | USD |
| ALGM | Allegro MicroSystems | US | 32.36 | +0.43% | -10.78% | -2.00% | -30.38% | -15.33% | +17.20% | USD |
| STM | STMicroelectronics | Europe | 46.60 | -0.64% | -11.59% | -3.04% | -24.91% | +12.10% | +65.52% | USD |
| IFX.DE | Infineon | Europe | 52.47 | -5.20% | -10.92% | -4.60% | -18.02% | +9.92% | +58.97% | EUR |
| 6723.T | Renesas Electronics | Japan | 3014.00 | -10.00% | -23.19% | -9.22% | -36.71% | +15.43% | +76.67% | JPY |