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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GUC | Global Unichip | Taiwan | 5925.00 | -0.59% | +0.51% | +19.58% | +44.34% | +149.47% | +338.89% | TWD |
| AMD | AMD | US | 521.10 | +3.04% | +13.38% | +10.98% | +9.59% | +156.41% | +244.16% | USD |
| QCOM | Qualcomm | US | 176.40 | +1.33% | +5.88% | +8.77% | -14.13% | +30.47% | +11.36% | USD |
| NVDA | NVIDIA | US | 223.67 | -0.91% | +2.87% | +2.81% | +7.44% | +21.06% | +32.91% | USD |
| AVGO | Broadcom | US | 364.38 | -1.13% | -1.43% | -13.74% | -7.08% | +6.59% | +6.02% | USD |