AI Factory Systems
Server and rack OEMs that integrate GPUs into shipping AI systems. The output end of the build-out — thin-margin, high-volume, deliberately under-weighted.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HPE | Hewlett Packard Enterprise | US | 70.48 | +3.10% | +14.62% | +35.54% | +58.31% | +186.16% | +192.10% | USD |
| DELL | Dell Technologies | US | 574.00 | +3.93% | +6.38% | +9.51% | +32.88% | +224.03% | +312.36% | USD |
| 0992.HK | Lenovo Group | Asia-other | 35.40 | -1.45% | -0.28% | +9.26% | +58.60% | +272.63% | +194.02% | HKD |
| 2317.TW | Foxconn (Hon Hai) | Taiwan | 256.00 | +0.79% | +2.20% | +3.43% | +8.02% | +33.33% | +18.52% | TWD |
| 2382.TW | Quanta Computer | Taiwan | 333.50 | +0.76% | -0.89% | -0.45% | -10.59% | +15.40% | +18.68% | TWD |