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Rubin Build-Out 100 · Sector S18 · Layer 6 · Manufacturing Support

Gases, Chemicals & Consumables

Specialty gases, slurries, photochemicals. Recurring-revenue consumables that scale with wafer-starts, not capex.

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
LINLindeUS507.56-0.25%+0.82%+8.02%-0.71%-0.62%+13.57%USD
AI.PAAir LiquideEurope175.36+0.39%+1.13%+4.69%+2.26%-4.22%+3.38%EUR
2802.TAjinomotoJapan5013.00-1.01%-4.75%+0.30%-4.57%+9.60%+19.33%JPY
QQnity ElectronicsUS114.07+3.86%-4.18%-8.52%-10.81%-20.66%+0.00%USD
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FAQ · from the current data · as of 2026-10-26

Gases, Chemicals & Consumables — data Q&A

What is the Gases, Chemicals & Consumables sub-index of the Rubin Build-Out 100?

4 constituents, listed across US, Europe, Japan, 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 Gases, Chemicals & Consumables constituents lead and lag over one month?

As of 2026-10-26: leading — Linde (LIN) +8.02%; Air Liquide (AI.PA) +4.69%; Ajinomoto (2802.T) +0.30%. Lagging — Qnity Electronics (Q) -8.52%; Ajinomoto (2802.T) +0.30%; Air Liquide (AI.PA) +4.69%. Returns are close-to-close in each name's trading currency.

Which Gases, Chemicals & Consumables names have done best over one year?

As of 2026-10-26: Ajinomoto (2802.T) +19.33%; Linde (LIN) +13.57%; Air Liquide (AI.PA) +3.38%. Weakest: Qnity Electronics (Q) +0.00%; Air Liquide (AI.PA) +3.38%; Linde (LIN) +13.57%.

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.