Rubin 100 · Sector rotation — MEMORY → INTERCON
Rubin sector rotation: MEMORY → INTERCON leads at 14.83%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on May 14, 2026: High-Speed Interconnects (INTERCON) moved to the top at 14.83%, displacing Memory (HBM & NAND) (MEMORY), which printed 18.90% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. High-Speed Interconnects 14.83% · 2. Memory (HBM & NAND) 12.59% · 3. Lithography 10.05%. Highest constituent in the new leader: AAOI at 29.21%.
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