Rubin Build-Out 100 · Sector S3 · Layer 2 · Fabrication
Foundry & Integration
Pure-play foundries and IDMs that turn design files into working dies. Capacity here is the binding constraint.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GFS | GlobalFoundries | US | 48.76 | -0.37% | -1.22% | +13.32% | -15.17% | -3.23% | +38.76% | USD |
| ASX | ASE Group | Taiwan | 41.89 | -5.50% | -7.45% | +10.38% | +9.06% | +51.78% | +270.05% | USD |
| TSEM | Tower Semiconductor | Israel | 209.80 | +0.31% | -8.28% | +3.76% | -10.38% | -2.31% | +185.87% | USD |
| TSM | TSMC | Taiwan | 422.25 | -1.80% | -7.80% | +1.08% | +5.99% | +16.21% | +43.37% | USD |
| AMKR | Amkor Technology | US | 44.05 | -1.72% | -13.63% | -4.82% | -30.01% | -29.97% | +47.86% | USD |