Rubin 100 · Sector rotation — INTERCON → THERMAL
Rubin sector rotation: INTERCON → THERMAL leads at 31627.24%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on May 19, 2026: Thermal Management (THERMAL) moved to the top at 31627.24%, displacing High-Speed Interconnects (INTERCON), which printed 14.83% when last leading and now sits at rank 10.
Top-3 by mean 5-day return: 1. Thermal Management 31627.24% · 2. Memory (HBM & NAND) 31067.86% · 3. Substrates & Interposers 23255.39%. Highest constituent in the new leader: 6367.T at 158165.75%.
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