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Market note AH ·

Rubin 100 · Sector rotation — LITHO → DEPETCH

Rubin sector rotation: LITHO → DEPETCH leads at -2.92%.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 11, 2026: Deposition, Etch & Process (DEPETCH) moved to the top at -2.92%, displacing Lithography (LITHO), which printed 1.08% when last leading and now sits at rank 4.
Top-3 by mean 5-day return: 1. Deposition, Etch & Process -2.92% · 2. Advanced Packaging & Bonding -4.14% · 3. Fab Subsystems & Process Infra -4.20%. Highest constituent in the new leader: 8035.T at 1.53%.
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