Rubin 100 · Sector rotation — MEMORY → SUBSTRATE
Rubin sector rotation: MEMORY → SUBSTRATE leads at 9.69%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on April 29, 2026: Substrates & Interposers (SUBSTRATE) moved to the top at 9.69%, displacing Memory (HBM & NAND) (MEMORY), which printed 17.85% when last leading and now sits at rank 4.
Top-3 by mean 5-day return: 1. Substrates & Interposers 9.69% · 2. Power Semiconductors 6.26% · 3. Advanced Packaging & Bonding 6.25%. Highest constituent in the new leader: INTC at 45.17%.
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