Rubin Build-Out 100 · Sector S3 · Layer 2 · Fabrication
Foundry & Integration
Pure-play foundries and IDMs that turn design files into working dies. Capacity here is the binding constraint.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASX | ASE Group | Taiwan | 39.99 | +5.38% | +0.33% | +9.83% | +6.81% | +84.63% | +253.89% | USD |
| TSM | TSMC | Taiwan | 430.26 | +3.00% | +0.52% | +4.08% | -0.44% | +26.71% | +64.98% | USD |
| GFS | GlobalFoundries | US | 45.84 | +6.53% | -0.26% | -8.14% | -43.15% | +7.94% | +43.16% | USD |
| TSEM | Tower Semiconductor | Israel | 219.24 | +8.43% | +5.37% | -8.86% | -17.93% | +54.44% | +233.65% | USD |
| AMKR | Amkor Technology | US | 47.95 | +3.61% | -3.19% | -12.56% | -44.52% | +2.30% | +78.04% | USD |