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 | 40.34 | -5.95% | -12.51% | -17.05% | -19.90% | -44.20% | +13.12% | USD |
| TSM | TSMC | Taiwan | 395.75 | -2.24% | -9.96% | -17.95% | -5.37% | -5.66% | +30.44% | USD |
| ASX | ASE Group | Taiwan | 37.51 | -3.94% | -14.59% | -19.82% | +0.70% | +9.81% | +131.69% | USD |
| AMKR | Amkor Technology | US | 35.66 | -5.21% | -15.52% | -33.21% | -34.16% | -53.82% | -5.39% | USD |
| TSEM | Tower Semiconductor | Israel | 148.80 | -8.75% | -23.11% | -42.42% | -33.78% | -31.39% | +76.28% | USD |