C+
Market note AH ·

Rubin 100 · Sector rotation — GASCHEM → MATERIALS

Rubin sector rotation: GASCHEM → MATERIALS leads at 7.82%.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on July 2, 2026: Advanced Materials (MATERIALS) moved to the top at 7.82%, displacing Gases, Chemicals & Consumables (GASCHEM), which printed 47.69% when last leading and now sits at rank 3.
Top-3 by mean 5-day return: 1. Advanced Materials 7.82% · 2. Deposition, Etch & Process 6.98% · 3. Gases, Chemicals & Consumables 5.12%. Highest constituent in the new leader: 3436.T at 27.43%.
→ closelook.net/indices/rubin/