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) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASX | ASE Group | Taiwan | 37.43 | +0.94% | -3.78% | +1.77% | -2.53% | +69.67% | +262.34% | USD |
| TSM | TSMC | Taiwan | 417.01 | +0.36% | -2.41% | +0.73% | -6.27% | +18.11% | +81.54% | USD |
| TSEM | Tower Semiconductor | Israel | 206.16 | -0.31% | -6.23% | -2.36% | -21.11% | +71.03% | +231.13% | USD |
| GFS | GlobalFoundries | US | 44.53 | +1.27% | -3.91% | -9.97% | -47.43% | -7.86% | +34.05% | USD |
| AMKR | Amkor Technology | US | 46.94 | -0.49% | -9.28% | -12.85% | -36.41% | +5.54% | +98.01% | USD |