Rubin Build-Out 100 · Sector S21 · Layer 7 · AI Factory
DC Construction
The engineering-and-construction firms that physically build the data-centre shell. Picks-and-shovels for the AI factory.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| STRL | Sterling Infrastructure | US | 505.72 | +4.78% | +4.30% | -8.84% | -39.67% | +20.06% | +58.34% | USD |
| FIX | Comfort Systems USA | US | 1573.96 | -0.84% | -1.06% | -9.49% | -18.52% | +10.65% | +102.83% | USD |
| PWR | Quanta Services | US | 616.54 | -0.44% | -0.35% | -11.44% | -13.75% | +7.81% | +63.12% | USD |
| EME | EMCOR Group | US | 729.26 | -1.38% | -2.55% | -11.55% | -11.87% | -1.09% | +17.99% | USD |