Rubin Build-Out 100 · Sector S2 · Layer 1 · Design
Architects (Chip Design)
Fabless and IDM chip architects — the design houses defining what the AI build-out compute layer actually looks like.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GUC | Global Unichip | Taiwan | 8100.00 | -3.11% | +2.53% | +35.91% | +86.64% | +203.94% | +518.32% | TWD |
| AMD | AMD | US | 594.24 | -2.28% | -5.94% | +15.13% | +8.41% | +140.75% | +155.16% | USD |
| NVDA | NVIDIA | US | 226.32 | -1.29% | -5.27% | +3.68% | +6.86% | +19.55% | +17.54% | USD |
| AVGO | Broadcom | US | 354.73 | -1.88% | -2.15% | -2.01% | -8.84% | -6.59% | +3.23% | USD |
| QCOM | Qualcomm | US | 174.43 | -0.61% | -3.52% | -4.14% | -2.06% | +32.91% | +6.51% | USD |