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 | 22930.00 | +2.16% | +9.16% | +9.24% | +2.99% | -7.54% | +25.10% | JPY |
| CARR | Carrier Global | US | 53.01 | -0.60% | -4.26% | -4.35% | -15.96% | -19.14% | -7.10% | USD |
| AAON | AAON | US | 75.01 | +19.31% | +8.58% | -11.51% | -11.99% | -43.84% | -28.71% | USD |
| 3324.TWO | Auras Technology | Taiwan | 1235.00 | +7.39% | -6.44% | -18.75% | +21.67% | +16.74% | +20.11% | TWD |
| VRT | Vertiv | US | 194.22 | -3.12% | -17.69% | -18.86% | -32.65% | -47.10% | +8.09% | USD |
| 3017.TW | Asia Vital Components | Taiwan | 2790.00 | +9.84% | -4.94% | -18.90% | +0.18% | +9.20% | +114.62% | TWD |
| 3653.TW | Jentech Precision | Taiwan | 5790.00 | +2.75% | -4.06% | -19.19% | +32.19% | +44.21% | +167.44% | TWD |
| NVT | nVent Electric | US | 112.48 | -1.71% | -12.98% | -30.90% | -34.28% | -34.12% | +1.65% | USD |
| MOD | Modine Manufacturing | US | 103.07 | -2.90% | -17.84% | -40.25% | -48.34% | -62.69% | -34.09% | USD |