Rubin Build-Out 100 · Sector S5 · Layer 2 · Fabrication

Deposition, Etch & Process

Process-equipment vendors for deposition, etch, CMP, and clean. The kit list every fab orders by the truckload.

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
6525.TKokusai ElectricJapan8325.00-0.02%-4.55%+1.49%-1.68%+31.68%+192.72%JPY
LRCXLam ResearchUS292.66+1.51%-8.14%-4.80%-13.00%+36.32%+200.87%USD
IFCN.SWINFICONEurope165.20-0.36%-2.36%-5.17%+1.85%+42.19%+75.51%CHF
ASM.ASASM InternationalEurope777.00-2.58%-6.09%-5.27%-12.70%+14.80%+83.91%EUR
VACN.SWVAT GroupEurope596.00-1.88%-1.68%-5.43%-3.22%+12.26%+124.61%CHF
8035.TTokyo ElectronJapan53300.00+0.36%-4.82%-6.00%-16.27%+22.44%+161.02%JPY
AIXA.DEAixtronEurope35.43-0.76%-4.48%-7.35%-37.25%+22.94%+195.37%EUR
COTN.SWComet GroupEurope337.20-0.06%-3.10%-8.22%-3.10%+17.44%+93.55%CHF
AMATApplied MaterialsUS435.91-0.58%-9.63%-18.41%-13.11%+25.79%+179.88%USD

FAQ · from the current data · as of 2026-09-03

Deposition, Etch & Process — data Q&A

What is the Deposition, Etch & Process sub-index of the Rubin Build-Out 100?

9 constituents, listed across Japan, US, Europe, 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 Deposition, Etch & Process constituents lead and lag over one month?

As of 2026-09-03: leading — Kokusai Electric (6525.T) +1.49%; Lam Research (LRCX) -4.80%; INFICON (IFCN.SW) -5.17%. Lagging — Applied Materials (AMAT) -18.41%; Comet Group (COTN.SW) -8.22%; Aixtron (AIXA.DE) -7.35%. Returns are close-to-close in each name's trading currency.

Which Deposition, Etch & Process names have done best over one year?

As of 2026-09-03: Lam Research (LRCX) +200.87%; Aixtron (AIXA.DE) +195.37%; Kokusai Electric (6525.T) +192.72%. Weakest: INFICON (IFCN.SW) +75.51%; ASM International (ASM.AS) +83.91%; Comet Group (COTN.SW) +93.55%.

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.