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 |
|---|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | US | 173.19 | +5.33% | -5.35% | -4.33% | +7.98% | -10.06% | -3.06% | USD |
| GUC | Global Unichip | Taiwan | 7115.00 | +4.71% | -12.91% | -9.94% | +70.01% | +47.16% | +324.78% | TWD |
| AVGO | Broadcom | US | 325.48 | -2.00% | -7.48% | -13.39% | -22.61% | -23.50% | -9.86% | USD |
| NVDA | NVIDIA | US | 200.13 | -3.17% | -7.08% | -16.35% | -8.61% | -3.70% | -3.25% | USD |
| AMD | AMD | US | 488.78 | +1.01% | -15.50% | -24.74% | -0.10% | +15.99% | +88.25% | USD |