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Rubin Build-Out 100 · Sector S10 · Layer 4 · Infrastructure

Substrates & Interposers

Organic substrates and silicon interposers — the connective tissue between die, package, and board.

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
5201.TAGC Inc.Japan5410.00-1.30%-1.04%-5.90%-9.46%-4.90%+12.03%JPY
3037.TWUnimicronTaiwan902.00-9.53%-14.91%-25.76%+14.61%-0.99%+463.75%TWD
GLWCorningUS118.77-5.84%-9.47%-29.71%-24.44%-34.59%+36.45%USD
4062.TIbidenJapan8037.00-0.10%-10.22%-33.58%+17.76%+26.87%+215.02%JPY
ATS.VIAT&SEurope130.60-5.36%-15.74%-42.47%-11.64%+27.04%+296.96%EUR
INTCIntelUS58.27-3.77%-39.00%-48.20%-41.62%-48.44%+47.52%USD

FAQ · from the current data · as of 2026-11-04

Substrates & Interposers — data Q&A

What is the Substrates & Interposers sub-index of the Rubin Build-Out 100?

6 constituents, listed across Japan, US, Europe, Taiwan, 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 Substrates & Interposers constituents lead and lag over one month?

As of 2026-11-04: leading — AGC Inc. (5201.T) -5.90%; Unimicron (3037.TW) -25.76%; Corning (GLW) -29.71%. Lagging — Intel (INTC) -48.20%; AT&S (ATS.VI) -42.47%; Ibiden (4062.T) -33.58%. Returns are close-to-close in each name's trading currency.

Which Substrates & Interposers names have done best over one year?

As of 2026-11-04: Unimicron (3037.TW) +463.75%; AT&S (ATS.VI) +296.96%; Ibiden (4062.T) +215.02%. Weakest: AGC Inc. (5201.T) +12.03%; Corning (GLW) +36.45%; Intel (INTC) +47.52%.

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.