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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NVT | nVent Electric | US | 173.80 | +3.97% | +7.50% | +11.39% | +12.30% | +46.36% | +78.66% | USD |
| AAON | AAON | US | 88.07 | +4.41% | +3.48% | +10.92% | -18.44% | +8.97% | -10.15% | USD |
| 6367.T | Daikin | Japan | 20885.00 | +1.75% | +0.87% | +0.55% | -16.81% | +11.77% | +20.17% | JPY |
| MOD | Modine Manufacturing | US | 189.91 | +3.83% | +3.37% | -2.44% | -19.40% | -11.26% | +28.66% | USD |
| CARR | Carrier Global | US | 56.10 | +0.66% | +1.30% | -6.05% | -15.94% | +1.55% | -4.85% | USD |
| VRT | Vertiv | US | 253.14 | -0.19% | +1.93% | -9.76% | -20.35% | -3.49% | +58.11% | USD |