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) 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
ATS.VIAT&SEurope165.40+11.16%+7.26%+11.91%+20.38%+276.34%+798.91%EUR
4062.TIbidenJapan20475.00+3.83%+1.49%+0.71%+9.14%+137.58%+480.19%JPY
GLWCorningUS154.30+5.68%+3.57%-1.83%-13.11%+25.15%+122.48%USD
5201.TAGC Inc.Japan5591.00-1.71%-2.41%-3.02%-27.72%-15.85%+19.80%JPY
INTCIntelUS95.80+4.51%+7.07%-4.02%-3.40%+120.64%+289.27%USD
3037.TWUnimicronTaiwan902.00-2.28%-18.74%-7.30%-0.99%+108.80%+544.29%TWD

FAQ · from the current data · as of 2026-09-04

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 2026-09-04: leading — AT&S (ATS.VI) +11.91%; Ibiden (4062.T) +0.71%; Corning (GLW) -1.83%. Lagging — Unimicron (3037.TW) -7.30%; Intel (INTC) -4.02%; AGC Inc. (5201.T) -3.02%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-04: AT&S (ATS.VI) +798.91%; Unimicron (3037.TW) +544.29%; Ibiden (4062.T) +480.19%. Weakest: AGC Inc. (5201.T) +19.80%; Corning (GLW) +122.48%; Intel (INTC) +289.27%.

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.