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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
INTCIntelUS127.39+3.91%+17.09%+45.62%-4.12%+170.01%+334.19%USD
ATS.VIAT&SEurope195.00-4.88%+16.63%+41.30%+1.56%+278.64%+770.54%EUR
4062.TIbidenJapan22405.00+14.57%+17.06%+16.75%-15.21%+164.18%+516.62%JPY
GLWCorningUS154.15-0.21%+4.30%+4.75%-32.39%+5.33%+91.31%USD
3037.TWUnimicronTaiwan1185.00+2.16%+26.06%+2.16%+21.41%+136.06%+720.07%TWD
5201.TAGC Inc.Japan5688.00+0.74%+2.21%-1.96%-24.67%-1.64%+18.50%JPY

FAQ · from the current data · as of 2026-09-24

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 2026-09-24: leading — Intel (INTC) +45.62%; AT&S (ATS.VI) +41.30%; Ibiden (4062.T) +16.75%. Lagging — AGC Inc. (5201.T) -1.96%; Unimicron (3037.TW) +2.16%; Corning (GLW) +4.75%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-24: AT&S (ATS.VI) +770.54%; Unimicron (3037.TW) +720.07%; Ibiden (4062.T) +516.62%. Weakest: AGC Inc. (5201.T) +18.50%; Corning (GLW) +91.31%; Intel (INTC) +334.19%.

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.