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
INTCIntelUS108.80+7.67%+8.45%+12.53%-10.16%+141.62%+330.55%USD
ATS.VIAT&SEurope167.20+5.69%-1.99%+12.21%-30.04%+245.45%+660.00%EUR
5201.TAGC Inc.Japan5716.00+2.07%+3.33%+1.60%-24.43%+0.76%+21.62%JPY
4062.TIbidenJapan18475.00-2.51%-10.66%-6.29%-28.15%+126.71%+430.28%JPY
GLWCorningUS147.80+2.52%-9.39%-7.57%-15.74%+13.81%+88.79%USD
3037.TWUnimicronTaiwan940.00-2.19%-5.43%-16.81%-6.47%+61.79%+601.49%TWD

FAQ · from the current data · as of 2026-09-17

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 2026-09-17: leading — Intel (INTC) +12.53%; AT&S (ATS.VI) +12.21%; AGC Inc. (5201.T) +1.60%. Lagging — Unimicron (3037.TW) -16.81%; Corning (GLW) -7.57%; Ibiden (4062.T) -6.29%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-17: AT&S (ATS.VI) +660.00%; Unimicron (3037.TW) +601.49%; Ibiden (4062.T) +430.28%. Weakest: AGC Inc. (5201.T) +21.62%; Corning (GLW) +88.79%; Intel (INTC) +330.55%.

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.