Rubin 100 · Sector rotation — PACKAGING → MEMORY
Rubin sector rotation: PACKAGING → MEMORY leads at 18.90%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on May 5, 2026: Memory (HBM & NAND) (MEMORY) moved to the top at 18.90%, displacing Advanced Packaging & Bonding (PACKAGING), which printed 10.12% when last leading and now sits at rank 4.
Top-3 by mean 5-day return: 1. Memory (HBM & NAND) 18.90% · 2. High-Speed Interconnects 13.13% · 3. Advanced Materials 12.74%. Highest constituent in the new leader: SNDK at 40.30%.
→ closelook.net/indices/rubin/