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Rubin Build-Out 100 · Sector S24 · Layer 3 · Assembly & Test

Storage

NAND flash, enterprise SSD, and disk — the storage tier of the AI data pipeline. Split out from HBM in the 2026-06-30 reconstitution; same deep-cyclical memory cycle.

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
WDCWestern DigitalUS366.11-7.41%+6.53%-20.85%-30.56%-15.16%+159.29%USD
285A.TKioxiaJapan13470.00-7.14%+5.61%-25.56%-9.29%+14.22%+487.36%JPY
SNDKSanDiskUS1150.89-13.47%-7.04%-35.62%-10.65%-3.04%+463.17%USD
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FAQ · from the current data · as of 2026-10-30

Storage — data Q&A

What is the Storage sub-index of the Rubin Build-Out 100?

3 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 Storage constituents lead and lag over one month?

As of 2026-10-30: leading — Western Digital (WDC) -20.85%; Kioxia (285A.T) -25.56%; SanDisk (SNDK) -35.62%. Lagging — SanDisk (SNDK) -35.62%; Kioxia (285A.T) -25.56%; Western Digital (WDC) -20.85%. Returns are close-to-close in each name's trading currency.

Which Storage names have done best over one year?

As of 2026-10-30: Kioxia (285A.T) +487.36%; SanDisk (SNDK) +463.17%; Western Digital (WDC) +159.29%. Weakest: Western Digital (WDC) +159.29%; SanDisk (SNDK) +463.17%; Kioxia (285A.T) +487.36%.

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.