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
ATS.VIAT&SEurope169.20+1.20%+12.05%+11.17%+9.73%+237.72%+804.81%EUR
INTCIntelUS106.24+1.69%+19.41%+8.94%-1.56%+127.11%+333.99%USD
4062.TIbidenJapan21420.00+2.93%+6.01%+7.75%+23.10%+171.83%+484.05%JPY
GLWCorningUS168.46+1.51%+15.73%+6.78%-3.15%+23.67%+134.72%USD
3037.TWUnimicronTaiwan993.00+4.09%+2.06%+0.10%+16.28%+113.09%+562.00%TWD
5201.TAGC Inc.Japan5581.00+2.37%-1.27%-4.97%-19.59%-10.17%+20.85%JPY

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

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 2026-09-09: leading — AT&S (ATS.VI) +11.17%; Intel (INTC) +8.94%; Ibiden (4062.T) +7.75%. Lagging — AGC Inc. (5201.T) -4.97%; Unimicron (3037.TW) +0.10%; Corning (GLW) +6.78%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-09: AT&S (ATS.VI) +804.81%; Unimicron (3037.TW) +562.00%; Ibiden (4062.T) +484.05%. Weakest: AGC Inc. (5201.T) +20.85%; Corning (GLW) +134.72%; Intel (INTC) +333.99%.

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.