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 | 563.69 | +7.71% | +11.64% | +15.87% | -14.69% | +47.48% | +61.38% | USD |
| PWR | Quanta Services | US | 719.56 | +5.29% | +10.40% | +15.24% | +7.99% | +29.52% | +70.93% | USD |
| FIX | Comfort Systems USA | US | 1817.96 | +6.12% | +9.18% | +12.89% | +7.89% | +27.63% | +122.58% | USD |
| EME | EMCOR Group | US | 824.52 | +5.82% | +8.20% | +9.33% | +7.22% | +9.93% | +26.18% | USD |