Rubin Build-Out 100 · Sector S5 · Layer 2 · Fabrication

Deposition, Etch & Process

Process-equipment vendors for deposition, etch, CMP, and clean. The kit list every fab orders by the truckload.

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
6525.TKokusai ElectricJapan8911.00+2.17%+7.09%+47.31%+8.53%+39.82%+190.64%JPY
8035.TTokyo ElectronJapan56230.00+0.41%+3.57%+12.46%+7.27%+26.70%+161.47%JPY
AIXA.DEAixtronEurope36.60-1.32%-2.89%+6.24%-36.81%+24.49%+191.98%EUR
IFCN.SWINFICONEurope166.20-1.77%+0.73%+5.73%-1.54%+41.14%+77.87%CHF
ASM.ASASM InternationalEurope825.80-0.19%-0.55%+4.72%-7.07%+17.20%+105.47%EUR
COTN.SWComet GroupEurope342.00-1.72%+0.53%+1.48%-6.91%+14.80%+90.31%CHF
LRCXLam ResearchUS301.90-5.24%-3.85%+1.40%-5.12%+29.23%+192.62%USD
VACN.SWVAT GroupEurope603.20-0.49%-0.23%-0.03%-3.46%+13.11%+123.16%CHF
AMATApplied MaterialsUS461.67-4.29%-6.23%-7.99%+2.58%+24.00%+181.74%USD

FAQ · from the current data · as of 2026-08-28

Deposition, Etch & Process — data Q&A

What is the Deposition, Etch & Process sub-index of the Rubin Build-Out 100?

9 constituents, listed across Japan, US, Europe, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which Deposition, Etch & Process constituents lead and lag over one month?

As of 2026-08-28: leading — Kokusai Electric (6525.T) +47.31%; Tokyo Electron (8035.T) +12.46%; Aixtron (AIXA.DE) +6.24%. Lagging — Applied Materials (AMAT) -7.99%; VAT Group (VACN.SW) -0.03%; Lam Research (LRCX) +1.40%. Returns are close-to-close in each name's trading currency.

Which Deposition, Etch & Process names have done best over one year?

As of 2026-08-28: Lam Research (LRCX) +192.62%; Aixtron (AIXA.DE) +191.98%; Kokusai Electric (6525.T) +190.64%. Weakest: INFICON (IFCN.SW) +77.87%; Comet Group (COTN.SW) +90.31%; ASM International (ASM.AS) +105.47%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.