Rubin Build-Out 100 · Sector S2 · Layer 1 · Design
Architects (Chip Design)
Fabless and IDM chip architects — the design houses defining what the AI build-out compute layer actually looks like.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GUC | Global Unichip | Taiwan | 6500.00 | +5.35% | +4.42% | +22.76% | +36.70% | +149.04% | +383.27% | TWD |
| QCOM | Qualcomm | US | 188.71 | +2.09% | +6.69% | +17.80% | -11.39% | +44.64% | +16.30% | USD |
| AMD | AMD | US | 545.09 | +6.36% | +8.24% | +12.53% | +6.36% | +173.28% | +239.70% | USD |
| NVDA | NVIDIA | US | 219.34 | +2.54% | +0.45% | -0.18% | +7.18% | +21.59% | +25.44% | USD |
| AVGO | Broadcom | US | 347.30 | +2.29% | -3.75% | -8.61% | -11.61% | +10.16% | -2.97% | USD |