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 | 20700.00 | +0.93% | -0.72% | -0.02% | -13.01% | +9.52% | +13.74% | JPY |
| AAON | AAON | US | 76.43 | +1.15% | -0.12% | -6.86% | -42.69% | -2.63% | -8.73% | USD |
| MOD | Modine Manufacturing | US | 184.86 | +2.03% | +3.12% | -7.87% | -34.88% | -7.76% | +20.56% | USD |
| NVT | nVent Electric | US | 151.33 | +2.49% | -2.47% | -8.08% | -11.47% | +26.01% | +58.15% | USD |
| VRT | Vertiv | US | 241.49 | +0.87% | -2.68% | -11.39% | -23.96% | -8.77% | +76.83% | USD |
| CARR | Carrier Global | US | 54.39 | +0.24% | -3.97% | -11.45% | -21.73% | -5.25% | -9.69% | USD |