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 | 8360.00 | -1.18% | +5.82% | +40.86% | +92.63% | +214.88% | +543.08% | TWD |
| AMD | AMD | US | 608.10 | -2.03% | -4.07% | +20.75% | +13.79% | +148.16% | +158.15% | USD |
| NVDA | NVIDIA | US | 229.28 | -0.52% | -2.00% | +5.00% | +12.65% | +21.55% | +21.25% | USD |
| AVGO | Broadcom | US | 361.54 | +0.39% | +1.80% | +0.20% | -5.86% | -2.69% | +5.06% | USD |
| QCOM | Qualcomm | US | 175.50 | -0.29% | -5.07% | -0.78% | -4.61% | +37.05% | +5.82% | USD |