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) 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 | 6015.00 | +1.60% | +7.41% | +73.84% | +29.80% | +117.15% | +401.25% | TWD |
| NVDA | NVIDIA | US | 217.55 | -4.57% | +1.32% | +11.54% | +3.04% | +22.78% | +19.82% | USD |
| QCOM | Qualcomm | US | 164.19 | -0.36% | +2.14% | +8.30% | -34.59% | +16.07% | +4.55% | USD |
| AMD | AMD | US | 465.58 | -2.33% | -1.62% | -4.08% | -9.79% | +132.55% | +178.57% | USD |
| AVGO | Broadcom | US | 368.79 | -0.74% | +0.09% | -4.91% | -17.45% | +15.65% | +23.53% | USD |