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Rubin Build-Out 100 · Sector S24 · Layer 3 · Assembly & Test

Storage

NAND flash, enterprise SSD, and disk — the storage tier of the AI data pipeline. Split out from HBM in the 2026-06-30 reconstitution; same deep-cyclical memory cycle.

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
285A.TKioxiaJapan47900.00-8.76%-11.82%+24.80%-27.26%+115.09%+1771.09%JPY
SNDKSanDiskUS1484.98+0.00%-6.96%+16.02%-12.39%+133.72%+2965.61%USD
WDCWestern DigitalUS459.45-0.55%+0.00%-13.81%-13.49%+64.34%+470.94%USD
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FAQ · from the current data · as of 2026-08-28

Storage — data Q&A

What is the Storage sub-index of the Rubin Build-Out 100?

3 constituents, listed across US, 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 Storage constituents lead and lag over one month?

As of 2026-08-28: leading — Kioxia (285A.T) +24.80%; SanDisk (SNDK) +16.02%; Western Digital (WDC) -13.81%. Lagging — Western Digital (WDC) -13.81%; SanDisk (SNDK) +16.02%; Kioxia (285A.T) +24.80%. Returns are close-to-close in each name's trading currency.

Which Storage names have done best over one year?

As of 2026-08-28: SanDisk (SNDK) +2965.61%; Kioxia (285A.T) +1771.09%; Western Digital (WDC) +470.94%. Weakest: Western Digital (WDC) +470.94%; Kioxia (285A.T) +1771.09%; SanDisk (SNDK) +2965.61%.

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.