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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; 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
LINLindeUS483.73+0.42%+0.89%+4.79%-7.70%-3.86%+4.13%USD
2802.TAjinomotoJapan5399.00+2.00%+3.59%+3.45%-7.41%+17.06%+28.55%JPY
QQnity ElectronicsUS126.60-0.06%-3.71%+2.66%-10.20%-3.05%+0.00%USD
AI.PAAir LiquideEurope169.68+1.04%-0.28%+1.74%-4.95%-9.34%-1.02%EUR
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FAQ · from the current data · as of 2026-10-09

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 2026-10-09: leading — Linde (LIN) +4.79%; Ajinomoto (2802.T) +3.45%; Qnity Electronics (Q) +2.66%. Lagging — Air Liquide (AI.PA) +1.74%; Qnity Electronics (Q) +2.66%; Ajinomoto (2802.T) +3.45%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-09: Ajinomoto (2802.T) +28.55%; Linde (LIN) +4.13%; Qnity Electronics (Q) +0.00%. Weakest: Air Liquide (AI.PA) -1.02%; Qnity Electronics (Q) +0.00%; Linde (LIN) +4.13%.

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.