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Rubin Build-Out 100 · Sector S16 · Layer 6 · Manufacturing Support

Photomasks & Mask Infrastructure

Mask shops and mask-blank suppliers. Tiny vendor pool, outsized leverage on every advanced-node ramp.

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
PLABPhotronicsUS29.81-1.78%+4.56%+1.67%-9.25%-31.09%+20.54%USD
7911.TToppan HoldingsJapan4921.00+5.62%+5.33%-3.94%-2.19%-1.76%+25.03%JPY
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FAQ · from the current data · as of 2026-09-24

Photomasks & Mask Infrastructure — data Q&A

What is the Photomasks & Mask Infrastructure sub-index of the Rubin Build-Out 100?

2 constituents, listed across US, 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 Photomasks & Mask Infrastructure constituents lead and lag over one month?

As of 2026-09-24: leading — Photronics (PLAB) +1.67%; Toppan Holdings (7911.T) -3.94%. Lagging — Toppan Holdings (7911.T) -3.94%; Photronics (PLAB) +1.67%. Returns are close-to-close in each name's trading currency.

Which Photomasks & Mask Infrastructure names have done best over one year?

As of 2026-09-24: Toppan Holdings (7911.T) +25.03%; Photronics (PLAB) +20.54%. Weakest: Photronics (PLAB) +20.54%; Toppan Holdings (7911.T) +25.03%.

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.