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Market note AH ·

Rubin 100 · Sector rotation — MATERIALS → LITHO

Rubin sector rotation: MATERIALS → LITHO leads at -1.97%.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on July 20, 2026: Lithography (LITHO) moved to the top at -1.97%, displacing Advanced Materials (MATERIALS), which printed 9.07% when last leading and now sits at rank 16.
Top-3 by mean 5-day return: 1. Lithography -1.97% · 2. Gases, Chemicals & Consumables -2.70% · 3. Grid & Power Infrastructure -3.97%. Highest constituent in the new leader: 7751.T at 2.90%.
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