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Market note AH ·

Rubin 100 · Sector rotation — SUBSTRATE → GASCHEM

Rubin sector rotation: SUBSTRATE → GASCHEM leads at 47.69%.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on June 25, 2026: Gases, Chemicals & Consumables (GASCHEM) moved to the top at 47.69%, displacing Substrates & Interposers (SUBSTRATE), which printed 5.06% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Gases, Chemicals & Consumables 47.69% · 2. Substrates & Interposers 4.29% · 3. Foundry & Integration 3.72%. Highest constituent in the new leader: DD at 186.89%.
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