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 | 46.43 | +2.59% | -2.15% | +16.48% | +14.47% | +86.92% | +291.48% | USD |
| TSEM | Tower Semiconductor | Israel | 228.71 | -0.02% | -5.04% | +9.92% | -0.42% | +12.34% | +208.40% | USD |
| TSM | TSMC | Taiwan | 453.31 | -1.02% | -4.12% | +5.91% | +7.53% | +22.32% | +49.58% | USD |
| GFS | GlobalFoundries | US | 48.24 | -2.27% | -3.85% | +4.96% | -24.55% | -1.41% | +34.37% | USD |
| AMKR | Amkor Technology | US | 49.12 | -3.69% | -12.32% | -0.83% | -25.64% | -15.25% | +61.11% | USD |