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) 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 | 5810.00 | +0.17% | -3.41% | +29.69% | +36.55% | +143.61% | +346.92% | TWD |
| QCOM | Qualcomm | US | 168.74 | +0.10% | +2.77% | +5.21% | -21.86% | +24.36% | +6.88% | USD |
| NVDA | NVIDIA | US | 230.36 | +0.84% | +5.89% | +5.19% | +12.32% | +29.55% | +34.22% | USD |
| AMD | AMD | US | 477.57 | +4.69% | +2.58% | -2.39% | +2.40% | +148.18% | +195.18% | USD |
| AVGO | Broadcom | US | 357.89 | +0.21% | -2.95% | -14.90% | -7.22% | +8.52% | +17.59% | USD |