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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6723.T | Renesas Electronics | Japan | 3995.00 | +3.44% | +15.53% | +24.42% | -17.49% | +85.68% | +126.28% | JPY |
| MPWR | Monolithic Power Systems | US | 1473.69 | -0.42% | +8.68% | +20.41% | +12.02% | +23.71% | +60.98% | USD |
| ON | onsemi | US | 86.31 | +0.44% | +13.64% | +16.04% | -7.98% | +35.30% | +75.18% | USD |
| TXN | Texas Instruments | US | 297.23 | +0.79% | +5.52% | +15.01% | -1.36% | +48.81% | +67.39% | USD |
| STM | STMicroelectronics | Europe | 58.72 | +1.80% | +10.29% | +12.40% | -14.33% | +64.57% | +105.24% | USD |
| IFX.DE | Infineon | Europe | 64.68 | +1.91% | +9.07% | +6.40% | -11.82% | +51.03% | +94.33% | EUR |
| ALGM | Allegro MicroSystems | US | 38.76 | +0.78% | +5.90% | +5.87% | -24.69% | +16.47% | +36.86% | USD |