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Rubin Build-Out 100 · Sector S10 · Layer 4 · Infrastructure

Substrates & Interposers

Organic substrates and silicon interposers — the connective tissue between die, package, and board.

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
3037.TWUnimicronTaiwan1270.00-2.68%+4.53%+33.83%+45.14%+103.20%+708.92%TWD
ATS.VIAT&SEurope215.00-2.93%-3.59%+26.03%+16.85%+204.10%+709.79%EUR
INTCIntelUS104.70-2.22%-12.26%+4.37%+1.53%+67.84%+179.72%USD
4062.TIbidenJapan11515.00-2.50%-4.83%+3.74%+15.76%+180.51%+402.84%JPY
5201.TAGC Inc.Japan5728.00-1.33%-0.37%+1.02%-12.92%+2.32%+17.79%JPY
GLWCorningUS156.68+2.52%-4.57%-3.95%-14.43%-8.50%+80.90%USD

FAQ · from the current data · as of 2026-10-09

Substrates & Interposers — data Q&A

What is the Substrates & Interposers sub-index of the Rubin Build-Out 100?

6 constituents, listed across Japan, US, Europe, Taiwan, 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 Substrates & Interposers constituents lead and lag over one month?

As of 2026-10-09: leading — Unimicron (3037.TW) +33.83%; AT&S (ATS.VI) +26.03%; Intel (INTC) +4.37%. Lagging — Corning (GLW) -3.95%; AGC Inc. (5201.T) +1.02%; Ibiden (4062.T) +3.74%. Returns are close-to-close in each name's trading currency.

Which Substrates & Interposers names have done best over one year?

As of 2026-10-09: AT&S (ATS.VI) +709.79%; Unimicron (3037.TW) +708.92%; Ibiden (4062.T) +402.84%. Weakest: AGC Inc. (5201.T) +17.79%; Corning (GLW) +80.90%; Intel (INTC) +179.72%.

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.