Rubin 100 · Sector rotation — INTERCON → LITHO
Rubin sector rotation: INTERCON → LITHO leads at 1.08%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 10, 2026: Lithography (LITHO) moved to the top at 1.08%, displacing High-Speed Interconnects (INTERCON), which printed 2.82% when last leading and now sits at rank 13.
Top-3 by mean 5-day return: 1. Lithography 1.08% · 2. Deposition, Etch & Process 0.31% · 3. Fab Subsystems & Process Infra -1.25%. Highest constituent in the new leader: ASML at 4.25%.
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