Rubin Build-Out 100 · Sector S3 · Layer 2 · Fabrication
Foundry & Integration
Pure-play foundries and IDMs that turn design files into working dies. Capacity here is the binding constraint.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASX | ASE Group | Taiwan | 47.53 | +2.37% | +0.00% | +20.42% | +17.77% | +79.02% | +305.89% | USD |
| GFS | GlobalFoundries | US | 48.34 | +0.21% | -0.45% | +2.96% | -23.74% | -1.41% | +36.82% | USD |
| TSM | TSMC | Taiwan | 444.35 | -1.98% | -8.53% | +2.56% | +5.70% | +20.23% | +48.89% | USD |
| TSEM | Tower Semiconductor | Israel | 216.50 | -5.34% | -13.25% | +2.35% | -15.26% | +3.36% | +191.86% | USD |
| AMKR | Amkor Technology | US | 48.11 | -2.06% | -11.93% | -7.00% | -31.47% | -20.40% | +57.70% | USD |