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Market note AH ·

Rubin 100 · Sector rotation — DEPETCH → FABSUB

Rubin sector rotation: DEPETCH → FABSUB leads at 14.67%.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 15, 2026: Fab Subsystems & Process Infra (FABSUB) moved to the top at 14.67%, displacing Deposition, Etch & Process (DEPETCH), which printed -2.92% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Fab Subsystems & Process Infra 14.67% · 2. Deposition, Etch & Process 13.06% · 3. Foundry & Integration 12.20%. Highest constituent in the new leader: ACLS at 22.40%.
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