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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
GUCGlobal UnichipTaiwan8525.00+1.67%+31.15%+39.18%+92.87%+235.63%+520.00%TWD
AMDAMDUS629.26+2.38%+15.44%+31.32%+18.16%+185.68%+291.09%USD
QCOMQualcommUS194.26-1.51%+2.94%+20.99%-5.19%+49.03%+15.91%USD
NVDANVIDIAUS224.58-0.41%+2.39%+5.41%+14.73%+25.69%+25.88%USD
AVGOBroadcomUS350.36-1.30%+0.88%-1.79%-7.53%+9.90%+3.78%USD

FAQ · from the current data · as of 2026-09-24

Architects (Chip Design) — data Q&A

What is the Architects (Chip Design) sub-index of the Rubin Build-Out 100?

5 constituents, listed across US, Taiwan, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which Architects (Chip Design) constituents lead and lag over one month?

As of 2026-09-24: leading — Global Unichip (GUC) +39.18%; AMD (AMD) +31.32%; Qualcomm (QCOM) +20.99%. Lagging — Broadcom (AVGO) -1.79%; NVIDIA (NVDA) +5.41%; Qualcomm (QCOM) +20.99%. Returns are close-to-close in each name's trading currency.

Which Architects (Chip Design) names have done best over one year?

As of 2026-09-24: Global Unichip (GUC) +520.00%; AMD (AMD) +291.09%; NVIDIA (NVDA) +25.88%. Weakest: Broadcom (AVGO) +3.78%; Qualcomm (QCOM) +15.91%; NVIDIA (NVDA) +25.88%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.