Rubin 100 · Sector rotation — FABSUB → MEMORY
Rubin sector rotation: FABSUB → MEMORY leads at 20.65%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 16, 2026: Memory (HBM & NAND) (MEMORY) moved to the top at 20.65%, displacing Fab Subsystems & Process Infra (FABSUB), which printed 14.67% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Memory (HBM & NAND) 20.65% · 2. Fab Subsystems & Process Infra 18.46% · 3. Substrates & Interposers 18.08%. Highest constituent in the new leader: SNDK at 28.37%.
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