Rubin 100 · Sector rotation — EDA → SUBSTRATE
Rubin sector rotation: EDA → SUBSTRATE leads at 23.79%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on May 27, 2026: Substrates & Interposers (SUBSTRATE) moved to the top at 23.79%, displacing EDA & Chip IP (EDA), which printed 4.33% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Substrates & Interposers 23.79% · 2. EDA & Chip IP 22.30% · 3. Memory (HBM & NAND) 18.82%. Highest constituent in the new leader: 4062.T at 36.85%.
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