Rubin Build-Out 100 · Sector S8 · Layer 3 · Assembly & Test
Memory (HBM & NAND)
High-bandwidth memory and NAND. HBM is the part of the AI compute stack that has actually run out of supply.
Equal-weight — 1d —
Cap-weighted — 1d —
Momentum (drift) — 1d —
Constituents — in this sector
Composite Index — since DRIFT_INCEPTION
Three weighting variants of the same constituent basket, rebased to 1,000 at the worker's DRIFT_INCEPTION date. 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). Toggle each line to compare.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Constituents refresh after each US close. | ||||||||||