Rubin Build-Out 100 · Sector S13 · Layer 4 · Infrastructure
Thermal Management
Liquid-cooling, immersion, and HVAC. As rack densities climb, thermal goes from afterthought to architectural decision.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6367.T | Daikin | Japan | 20690.00 | -0.43% | +0.15% | -2.66% | -11.43% | +6.65% | +12.26% | JPY |
| CARR | Carrier Global | US | 57.26 | -0.35% | -4.10% | -9.61% | -18.09% | +3.26% | -7.01% | USD |
| MOD | Modine Manufacturing | US | 182.18 | -3.76% | -6.41% | -10.48% | -33.63% | -3.37% | +24.06% | USD |
| NVT | nVent Electric | US | 146.64 | -9.69% | -6.02% | -13.75% | -11.58% | +33.59% | +54.03% | USD |
| AAON | AAON | US | 75.54 | -5.34% | -4.86% | -13.84% | -40.61% | -9.79% | -8.13% | USD |
| VRT | Vertiv | US | 237.39 | -7.63% | -15.38% | -17.31% | -21.62% | -8.28% | +75.08% | USD |