Rubin Build-Out 100 · Sector S18 · Layer 6 · Manufacturing Support

Gases, Chemicals & Consumables

Specialty gases, slurries, photochemicals. Recurring-revenue consumables that scale with wafer-starts, not capex.

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
2802.TAjinomotoJapan5431.00-0.18%+0.65%+12.05%+5.42%+15.63%+35.81%JPY
AI.PAAir LiquideEurope169.80+1.81%+1.60%-1.13%-3.82%-3.35%-2.92%EUR
LINLindeUS489.51+0.86%+0.40%-3.76%-1.64%-3.33%+2.45%USD
QQnity ElectronicsUS120.26-4.82%-6.69%-7.86%-22.91%-5.08%+0.00%USD

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

Gases, Chemicals & Consumables — data Q&A

What is the Gases, Chemicals & Consumables sub-index of the Rubin Build-Out 100?

4 constituents, listed across US, Europe, Japan, 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 Gases, Chemicals & Consumables constituents lead and lag over one month?

As of 2026-08-28: leading — Ajinomoto (2802.T) +12.05%; Air Liquide (AI.PA) -1.13%; Linde (LIN) -3.76%. Lagging — Qnity Electronics (Q) -7.86%; Linde (LIN) -3.76%; Air Liquide (AI.PA) -1.13%. Returns are close-to-close in each name's trading currency.

Which Gases, Chemicals & Consumables names have done best over one year?

As of 2026-08-28: Ajinomoto (2802.T) +35.81%; Linde (LIN) +2.45%; Qnity Electronics (Q) +0.00%. Weakest: Air Liquide (AI.PA) -2.92%; Qnity Electronics (Q) +0.00%; Linde (LIN) +2.45%.

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.