Constituent dispersion · breadth vs the index

RUBIN — Rubin Build-Out 100 (EW)

125/126 covered · 99% by weight · benchmark: RUBIN price · closes through 2026-09-17 ·holdings as of 2026-09-17

Concentration 3.97% in top 5 126.58 effective names · HHI 79
RS vs S&P 500 21d -2.27pp sector return − SPY
RS vs Nasdaq-100 21d -2.82pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -2.9% · A/D -80 (-0.64/name)
RUBIN price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week -2.16% +0.3 -3pp +0.24pp Improving
1 month -2.90% -0.64 -2pp +0.43pp Confirming ↓
1 quarter -23.14% -4.57 +5pp +3.45pp Confirming ↓

Over the last 126 sessions: price up +45.56%, breadth up (+3.33/name) · % beating 37→39 · median−ETF -2.00pp→-1.76pp.

Stocks above their moving average — participation breadth

Of the 125 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-09-17.

5-day 61.6% 77/125 above
20-day 30.4% 38/125 above
50-day 24% 30/125 above
100-day 18.55% 23/124 above
150-day 39.52% 49/124 above
200-day 62.9% 78/124 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 125 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 25 (20%) 10 (8%) +15
1-Month 8 (6%) 6 (5%) +2
3-Month 1 (1%) 4 (3%) -3
6-Month 1 (1%) 2 (2%) -1
52-Week 1 (1%) 0 (0%) +1
YTD 1 (1%) 1 (1%) +0

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.53% +1.36% -0.17pp 86 / 39 58 / 67 41 of 125 ±2.75%
5d -2.16% -1.76% +0.40pp 32 / 92 67 / 58 24 of 125 ±4.79%
21d -2.90% -6.86% -3.97pp 30 / 95 43 / 82 6 of 125 ±10.46%
YTD +92.13% +50.12% -42.01pp 114 / 8 33 / 89 0 of 122 ±103.37%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • ALAB+9.06%+0.07pp
  • ARM+8.57%+0.07pp
  • TSEM+8.43%+0.07pp
  • COHU+7.72%+0.06pp
  • HPE+7.69%+0.06pp
  • 4004.T-4.03%-0.03pp
  • 3436.T-3.66%-0.03pp
  • FN-2.99%-0.02pp
  • LITE-2.81%-0.02pp
  • 6525.T-2.68%-0.02pp

This month (21d)

  • BE+34.33%+0.27pp
  • SOI.PA+29.82%+0.24pp
  • DELL+25.55%+0.2pp
  • QCOM+17.80%+0.14pp
  • 000660.KS+16.36%+0.13pp
  • CRDO-31.60%-0.25pp
  • AEHR-26.53%-0.21pp
  • AAOI-25.38%-0.2pp
  • ACLS-22.74%-0.18pp
  • FN-21.07%-0.17pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • BE+34.33%
  • SOI.PA+29.82%
  • DELL+25.55%
  • QCOM+17.80%
  • 000660.KS+16.36%
  • CRDO-31.60%
  • AEHR-26.53%
  • AAOI-25.38%
  • ACLS-22.74%
  • FN-21.07%

RUBIN — constituent leadership race

$100 in each covered RUBIN constituent at 2026-01-07, rebased to 100. Watch leadership change hands.

0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 125 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
CDNS Cadence Design Systems 0.79% 280.76 +0.31% -1.47% -11.30% -10.18% 26
SNPS Synopsys 0.79% 381.17 +0.71% -4.03% -5.75% -18.85% 54
ARM ARM Holdings 0.79% 264.90 +8.57% +4.22% +4.57% +142.34% 88
NVDA NVIDIA 0.79% 219.34 +2.54% +0.45% -0.18% +17.75% 74
AVGO Broadcom 0.79% 347.30 +2.29% -3.75% -8.61% +0.56% 38
AMD AMD 0.79% 545.09 +6.36% +8.24% +12.53% +154.52% 94
QCOM Qualcomm 0.79% 188.71 +2.09% +6.69% +17.80% +11.03% 97
TSM TSMC 0.79% 430.26 +3.00% +0.79% +4.08% +41.90% 87
ASX ASE Group 0.79% 39.99 +5.38% +0.33% +9.83% +148.39% 91
GFS GlobalFoundries 0.79% 45.84 +6.53% -0.26% -8.14% +31.27% 42
AMKR Amkor Technology 0.79% 47.95 +3.61% -3.19% -12.56% +21.69% 21
TSEM Tower Semiconductor 0.79% 219.24 +8.43% +5.37% -8.86% +86.71% 36
ASML ASML 0.79% 1629.67 +1.71% -3.42% -9.61% +52.86% 34
SMHN.DE SÜSS MicroTec 0.79% 67.75 +1.42% -6.23% -7.06% +73.10% 48
7731.T Nikon 0.79% 1734.00 +0.26% +0.73% -10.16% -0.57% 32
7751.T Canon 0.79% 4534.00 +1.91% +4.52% +1.32% -2.14% 77
8035.T Tokyo Electron 0.79% 50970.00 -1.39% -3.48% -6.75% +48.51% 50
LRCX Lam Research 0.79% 269.31 +0.03% -9.63% -17.87% +57.63% 8
AMAT Applied Materials 0.79% 417.40 +0.49% -8.06% -18.76% +62.62% 6
ASM.AS ASM International 0.79% 790.80 +2.49% -3.63% -3.82% +52.78% 63
AIXA.DE Aixtron 0.79% 34.16 +0.06% -7.30% -8.42% +97.40% 41
VACN.SW VAT Group 0.79% 595.00 +1.50% -2.55% -2.20% +56.07% 66
IFCN.SW INFICON 0.79% 162.60 +2.78% -2.05% -1.45% +67.15% 69
COTN.SW Comet Group 0.79% 335.00 +3.72% -1.59% -4.61% +49.13% 59
6525.T Kokusai Electric 0.79% 8284.00 -2.68% -6.09% +2.21% +50.76% 82
6146.T DISCO Corp 0.79% 50590.00 -0.80% -5.58% -15.34% +5.02% 10
BESI.AS BESI 0.79% 181.50 +1.48% -1.41% -14.47% +36.56% 14
0522.HK ASMPT 0.79% 160.00 -0.81% -3.03% +0.95% +106.58% 76
042700.KS Hanmi Semiconductor 0.79% 225500.00 -0.22% -10.87% +2.04% +77.55% 81
KLIC Kulicke & Soffa 0.79% 81.92 +3.25% -1.01% -11.01% +80.37% 27
NDSN Nordson 0.79% 311.74 +0.88% +1.40% +2.48% +30.06% 85
LPK.DE LPKF Laser & Electronics 0.79% 12.30 +2.07% -4.65% -10.22% +120.04% 31
000660.KS SK hynix 0.79% 1745000.00 -0.80% -5.83% +16.36% +168.54% 96
005930.KS Samsung Electronics 0.79% 252500.00 -0.39% -6.13% +2.02% +111.03% 79
MU Micron Technology 0.79% 977.50 +5.50% +0.01% +3.91% +242.63% 86
SNDK SanDisk 0.79% 1614.39 +6.21% -4.62% -0.70% +580.09% 72
285A.T Kioxia 0.79% 49880.00 -1.77% -14.13% -0.14% +378.01% 74
6857.T Advantest 0.79% 30240.00 -1.50% -10.85% -13.65% +54.01% 16
TER Teradyne 0.79% 353.13 +3.51% -4.61% -12.65% +82.52% 19
6890.T Ferrotec Holdings 0.79% 9030.00 -0.77% -1.85% +5.49% +79.52% 89
KLAC KLA Corp 0.79% 168.98 +0.97% -4.63% -13.25% +39.59% 17
FORM FormFactor 0.79% 111.53 +6.40% -0.53% -10.30% +99.95% 30
ONTO Onto Innovation 0.79% 250.03 +2.62% -7.02% -20.73% +58.39% 4
CAMT Camtek 0.79% 144.21 +4.06% -0.03% -7.46% +35.61% 46
6920.T Lasertec 0.79% 35960.00 +0.59% -0.99% +2.13% +21.30% 82
NVMI Nova Ltd 0.79% 348.07 +2.60% -4.91% -10.97% +5.99% 28
TPRO.MI Technoprobe 0.79% 27.92 +0.87% -1.76% -9.39% +131.79% 35
COHU Cohu 0.79% 55.00 +7.72% +0.49% -7.13% +136.36% 47
6965.T Hamamatsu Photonics 0.79% 2224.50 -0.07% -0.38% -5.14% +33.93% 58
PDFS PDF Solutions 0.79% 43.73 +4.19% -7.27% -8.76% +53.28% 38
AEHR Aehr Test Systems 0.79% 90.55 +7.48% -3.48% -26.53% +348.49% 1
5201.T AGC Inc. 0.79% 5716.00 +2.07% +3.33% +1.60% +10.07% 78
GLW Corning 0.79% 147.80 +2.52% -9.39% -7.57% +69.11% 45
INTC Intel 0.79% 108.80 +7.67% +8.45% +12.52% +194.85% 94
4062.T Ibiden 0.79% 18475.00 -2.51% -10.66% -6.29% +174.48% 52
ATS.VI AT&S 0.79% 167.20 +5.69% -1.99% +12.21% +419.25% 93
3037.TW Unimicron 0.79% 940.00 -2.19% -5.43% -16.81% +327.27% 9
IFX.DE Infineon 0.79% 54.40 -1.09% -2.51% -1.05% +45.29% 70
STM STMicroelectronics 0.79% 48.61 +1.14% -4.20% -7.00% +87.93% 49
MPWR Monolithic Power Systems 0.79% 1169.58 +1.91% -1.39% -12.27% +29.30% 22
ON onsemi 0.79% 68.30 +2.55% -2.66% -14.00% +26.13% 15
6723.T Renesas Electronics 0.79% 3168.00 -2.22% -4.58% -8.49% +48.04% 40
ALGM Allegro MicroSystems 0.79% 33.11 +0.27% -6.12% -15.94% +25.51% 10
TXN Texas Instruments 0.79% 258.14 -0.97% -0.26% -5.18% +49.76% 57
SU.PA Schneider Electric 0.79% 287.10 +2.76% -0.10% -2.35% +22.22% 66
ETN Eaton 0.79% 409.46 +2.93% +0.08% -5.07% +28.96% 58
2308.TW Delta Electronics 0.79% 1685.00 -1.46% +0.60% -4.53% +74.97% 60
VRT Vertiv 0.79% 241.49 +0.87% -2.65% -11.39% +49.09% 26
MOD Modine Manufacturing 0.79% 184.86 +2.03% +3.12% -7.87% +38.46% 44
NVT nVent Electric 0.79% 151.33 +2.49% -2.47% -8.08% +48.91% 42
6367.T Daikin 0.79% 20700.00 +0.93% -0.72% -0.02% +3.09% 75
CARR Carrier Global 0.79% 54.39 +0.24% -3.97% -11.45% +3.74% 24
APH Amphenol 0.79% 78.37 +1.44% -2.34% -1.77% +16.39% 68
COHR Coherent 0.79% 295.98 +2.09% +0.96% -3.41% +60.36% 64
LITE Lumentum 0.79% 893.61 -2.81% -4.50% +2.32% +142.44% 84
MRVL Marvell Technology 0.79% 240.76 +4.81% +6.08% +11.46% +183.66% 92
FN Fabrinet 0.79% 380.92 -2.99% -5.70% -21.07% -16.33% 3
5801.T Furukawa Electric 0.79% 3763.00 -1.29% -6.49% -0.19% +275.92% 73
CRDO Credo Technology 0.79% 168.25 +4.19% +4.95% -31.60% +16.93% 0
ALAB Astera Labs 0.79% 293.56 +9.06% +3.17% -3.26% +76.46% 65
MTSI MACOM Technology 0.79% 263.14 +4.52% -3.41% -10.15% +53.63% 33
AAOI Applied Optoelectronics 0.79% 98.06 +1.36% -5.06% -25.38% 2
NOK Nokia 0.79% 10.60 +4.54% -0.19% +2.02% +65.01% 80
SPCX SpaceX / Starlink 0.79% 154.81 +2.60% +4.47% +8.00% 90
4004.T Resonac 0.79% 13560.00 -4.03% -15.28% -14.72% +107.78% 13
4063.T Shin-Etsu Chemical 0.79% 5762.00 -1.00% +0.00% -5.39% +18.24% 56
ENTG Entegris 0.79% 134.67 +3.43% -1.99% -10.38% +60.09% 30
3436.T Sumco 0.79% 2867.50 -3.66% -6.23% -18.47% +99.83% 7
SOI.PA Soitec 0.79% 141.70 +1.58% +3.77% +29.82% +511.04% 98
6981.T Murata Manufacturing 0.79% 7431.00 -2.65% -1.25% +1.36% +128.93% 78
WAF.DE Siltronic 0.79% 69.65 -0.36% -5.11% -15.27% +42.43% 11
6488.TW GlobalWafers 0.79% 912.00 -2.67% -0.55% -7.22% +124.63% 46
PLAB Photronics 0.79% 28.51 +2.37% +0.46% -10.57% -10.91% 29
7911.T Toppan Holdings 0.79% 4655.00 -0.13% -8.33% -8.55% -0.13% 39
MKSI MKS Instruments 0.79% 240.23 +2.10% -8.25% -19.91% +50.48% 5
6361.T Ebara 0.79% 4250.00 -1.16% -1.44% -14.97% +15.36% 12
AEIS Advanced Energy 0.79% 254.43 +0.88% -7.05% -19.05% +21.56% 6
6856.T Horiba 0.79% 22015.00 -0.52% -0.38% -5.58% +37.94% 54
ACLS Axcelis Technologies 0.79% 104.60 +0.82% -7.68% -22.74% +30.20% 2
LIN Linde 0.79% 458.48 -0.78% -0.68% -4.23% +7.89% 62
AI.PA Air Liquide 0.79% 165.24 -0.71% -0.92% -0.92% +3.11% 71
Q Qnity Electronics 0.79% 117.13 +1.98% -5.02% -12.31% +43.62% 22
2802.T Ajinomoto 0.79% 4953.00 +1.33% -1.63% -6.19% +49.32% 53
WDC Western Digital 0.79% 423.87 +1.65% -8.04% -14.57% +146.17% 14
AAON AAON 0.79% 76.43 +1.15% -0.12% -6.86% +0.43% 50
DELL Dell Technologies 0.79% 588.40 +4.46% +16.14% +25.55% +370.93% 98
HPE Hewlett Packard Enterprise 0.79% 61.04 +7.69% +10.54% +9.61% +155.76% 90
0992.HK Lenovo Group 0.79% 34.32 +1.54% +6.39% +13.94% +270.63% 95
2382.TW Quanta Computer 0.79% 344.00 +1.03% +2.38% +3.93% +26.47% 86
2317.TW Foxconn (Hon Hai) 0.79% 250.50 +1.01% -0.20% +2.24% +8.68% 83
POWL Powell Industries 0.79% 176.75 -0.54% -0.08% -13.13% +66.55% 18
GEV GE Vernova 0.79% 924.93 -0.02% +0.11% -7.92% +41.71% 43
PRY.MI Prysmian 0.79% 121.95 -0.20% -1.33% -2.17% +42.23% 67
BE Bloom Energy 0.79% 280.76 +3.98% +8.62% +34.33% +223.12% 99
EME EMCOR Group 0.79% 729.26 -1.38% -2.55% -11.55% +19.33% 23
FIX Comfort Systems USA 0.79% 1573.96 -0.84% -1.06% -9.49% +68.80% 34
STRL Sterling Infrastructure 0.79% 505.72 +4.78% +4.30% -8.84% 37
PWR Quanta Services 0.79% 616.54 -0.44% -0.35% -11.44% +46.15% 25
ABBN.SW ABB 0.79% 79.52 +1.61% +2.13% -1.07% +36.27% 70
ROK Rockwell Automation 0.79% 410.05 -1.17% -2.69% -5.45% +6.08% 55
6506.T Yaskawa Electric 0.79% 4299.00 -1.40% -3.00% -12.78% -9.61% 18
6861.T Keyence 0.79% 76100.00 +0.26% -0.52% -4.46% +34.26% 61
CGNX Cognex 0.79% 60.85 +1.25% -1.36% -3.90% +69.60% 62
AMS.SW ams-OSRAM 0.79% 16.69 +1.58% -7.89% -6.39% +112.61% 51
LSCC Lattice Semiconductor 0.79% 108.53 +2.08% -4.92% -12.62% +47.50% 20

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

RUBIN dispersion — data Q&A

Is RUBIN's move broad or carried by a few names (21 sessions)?

As of 2026-09-17: over 21 sessions the fund returned -2.90% while its median constituent returned -6.86% — a dispersion of 10.46 pp; 34% of 125 members beat the fund. Broad decline - breadth is falling with price.

How did RUBIN's members trade in the last session?

As of 2026-09-17: fund +1.53%, median member +1.36%, 86 advancers vs 39 decliners.

What does the dispersion page for RUBIN measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 125 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.