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 |
|---|---|---|---|---|---|---|---|---|---|---|
| IFX.DE | Infineon | Europe | 54.40 | -1.09% | -2.51% | -1.05% | -36.70% | +44.51% | +62.74% | EUR |
| TXN | Texas Instruments | US | 258.14 | -0.97% | -0.26% | -5.18% | -14.49% | +35.31% | +47.58% | USD |
| STM | STMicroelectronics | Europe | 48.61 | +1.14% | -4.20% | -7.00% | -33.74% | +46.70% | +80.14% | USD |
| 6723.T | Renesas Electronics | Japan | 3168.00 | -2.22% | -4.58% | -8.49% | -30.37% | +28.03% | +87.18% | JPY |
| MPWR | Monolithic Power Systems | US | 1169.58 | +1.91% | -1.39% | -12.27% | -19.24% | +8.99% | +37.22% | USD |
| ON | onsemi | US | 68.30 | +2.55% | -2.66% | -14.00% | -39.51% | +12.97% | +37.81% | USD |
| ALGM | Allegro MicroSystems | US | 33.11 | +0.27% | -6.12% | -15.94% | -38.66% | +5.04% | +9.89% | USD |