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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) 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
SNDKSanDiskUS1553.40+1.08%+3.60%+8.81%-15.18%+159.31%+2941.71%USD
285A.TKioxiaJapan51000.00+0.00%+2.00%+3.74%-34.68%+140.45%+2062.85%JPY
WDCWestern DigitalUS448.90-0.34%-4.26%-18.17%-24.42%+71.88%+449.38%USD
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FAQ · from the current data · as of 2026-09-02

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 2026-09-02: leading — SanDisk (SNDK) +8.81%; Kioxia (285A.T) +3.74%; Western Digital (WDC) -18.17%. Lagging — Western Digital (WDC) -18.17%; Kioxia (285A.T) +3.74%; SanDisk (SNDK) +8.81%. Returns are close-to-close in each name's trading currency.

Which Storage names have done best over one year?

As of 2026-09-02: SanDisk (SNDK) +2941.71%; Kioxia (285A.T) +2062.85%; Western Digital (WDC) +449.38%. Weakest: Western Digital (WDC) +449.38%; Kioxia (285A.T) +2062.85%; SanDisk (SNDK) +2941.71%.

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.