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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ASX | ASE Group | Taiwan | 43.50 | -0.98% | +8.78% | +17.31% | +3.94% | +94.20% | +271.79% | USD |
| AMKR | Amkor Technology | US | 52.69 | -1.18% | +9.89% | +8.19% | -38.46% | +5.53% | +78.84% | USD |
| TSM | TSMC | Taiwan | 451.15 | +1.03% | +4.86% | +8.08% | +3.72% | +29.73% | +60.35% | USD |
| GFS | GlobalFoundries | US | 47.05 | +1.36% | +2.64% | +2.46% | -45.37% | +0.66% | +42.27% | USD |
| TSEM | Tower Semiconductor | Israel | 217.28 | -5.74% | -0.89% | +2.15% | -19.49% | +15.12% | +217.06% | USD |