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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
5201.TAGC Inc.Japan5728.00+76580.05%+77768.41%+78365.75%+72132.03%+91188.69%+97881.53%JPY
4062.TIbidenJapan11515.00+62961.34%+56015.98%+70414.39%+85227.90%+149445.45%+396900.52%JPY
3037.TWUnimicronTaiwan1255.00-1.18%-3.83%+31.55%+43.43%+96.71%+699.36%TWD
ATS.VIAT&SEurope215.00+0.00%-5.29%+29.21%+19.44%+187.43%+700.74%EUR
INTCIntelUS101.35-3.20%-12.77%-1.54%-5.95%+55.49%+168.12%USD
GLWCorningUS147.28-6.00%-7.59%-11.49%-21.51%-15.92%+69.81%USD

FAQ · from the current data · as of 2026-10-12

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 2026-10-12: leading — AGC Inc. (5201.T) +78365.75%; Ibiden (4062.T) +70414.39%; Unimicron (3037.TW) +31.55%. Lagging — Corning (GLW) -11.49%; Intel (INTC) -1.54%; AT&S (ATS.VI) +29.21%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-12: Ibiden (4062.T) +396900.52%; AGC Inc. (5201.T) +97881.53%; AT&S (ATS.VI) +700.74%. Weakest: Corning (GLW) +69.81%; Intel (INTC) +168.12%; Unimicron (3037.TW) +699.36%.

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.