Rubin 100 · Sector rotation — MEMORY → SUBSTRATE
Rubin sector rotation: MEMORY → SUBSTRATE leads at 5.06%.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 24, 2026: Substrates & Interposers (SUBSTRATE) moved to the top at 5.06%, displacing Memory (HBM & NAND) (MEMORY), which printed 20.65% when last leading and now sits at rank 12.
Top-3 by mean 5-day return: 1. Substrates & Interposers 5.06% · 2. Gases, Chemicals & Consumables 0.91% · 3. Advanced Packaging & Bonding 0.80%. Highest constituent in the new leader: ATS.VI at 13.78%.
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