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 | 7670.00 | -6.97% | -9.34% | +25.33% | +86.17% | +149.84% | +472.39% | TWD |
| AMD | AMD | US | 562.23 | -1.50% | -9.42% | +9.70% | +13.41% | +102.05% | +157.80% | USD |
| NVDA | NVIDIA | US | 217.23 | -1.84% | -5.75% | +1.56% | +7.11% | +9.52% | +20.68% | USD |
| AVGO | Broadcom | US | 344.33 | -0.55% | -4.39% | +1.42% | -7.14% | -13.59% | +0.46% | USD |
| QCOM | Qualcomm | US | 178.40 | +3.35% | +1.36% | -3.48% | +3.85% | +32.67% | +11.58% | USD |