Rubin 100 · Sector rotation — SUBSTRATE → MEMORY
Rubin sector rotation: SUBSTRATE → MEMORY leads at 21.16%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on May 28, 2026: Memory (HBM & NAND) (MEMORY) moved to the top at 21.16%, displacing Substrates & Interposers (SUBSTRATE), which printed 23.79% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Memory (HBM & NAND) 21.16% · 2. Substrates & Interposers 19.33% · 3. EDA & Chip IP 17.59%. Highest constituent in the new leader: MU at 32.87%.
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