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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; 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
6525.TKokusai ElectricJapan9089.00+2.31%+13.61%+9.23%-11.76%+65.80%+231.05%JPY
VACN.SWVAT GroupEurope645.40-2.51%+8.47%+6.08%-5.73%+26.51%+88.87%CHF
IFCN.SWINFICONEurope178.60-2.30%+9.84%+5.43%+2.29%+75.77%+83.60%CHF
ASM.ASASM InternationalEurope833.20-2.14%+5.36%+1.29%-14.26%+28.07%+66.31%EUR
COTN.SWComet GroupEurope347.40-2.85%+3.70%+0.75%-11.69%+37.97%+69.24%CHF
8035.TTokyo ElectronJapan53920.00+1.53%+5.87%-0.68%-30.69%+33.83%+161.75%JPY
AMATApplied MaterialsUS474.25-0.03%+13.62%-1.21%-29.00%+28.40%+136.86%USD
LRCXLam ResearchUS307.16-0.04%+14.05%-2.38%-23.56%+31.57%+133.94%USD
AIXA.DEAixtronEurope35.08-2.53%+2.69%-4.60%-32.46%+3.63%+124.58%EUR

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

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 2026-09-24: leading — Kokusai Electric (6525.T) +9.23%; VAT Group (VACN.SW) +6.08%; INFICON (IFCN.SW) +5.43%. Lagging — Aixtron (AIXA.DE) -4.60%; Lam Research (LRCX) -2.38%; Applied Materials (AMAT) -1.21%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-24: Kokusai Electric (6525.T) +231.05%; Tokyo Electron (8035.T) +161.75%; Applied Materials (AMAT) +136.86%. Weakest: ASM International (ASM.AS) +66.31%; Comet Group (COTN.SW) +69.24%; INFICON (IFCN.SW) +83.60%.

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.