Market note AH ·

Rubin 100 · Sector rotation — INTERCON → SUBSTRATE

Rubin sector rotation: INTERCON → SUBSTRATE leads at 10.20%.

AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.

Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on August 11, 2026: Substrates & Interposers (SUBSTRATE) moved to the top at 10.20%, displacing High-Speed Interconnects (INTERCON), which printed 25.20% when last leading and now sits at rank 2.
Top-3 by mean 5-day return: 1. Substrates & Interposers 10.20% · 2. High-Speed Interconnects 9.93% · 3. S19 8.61%. Highest constituent in the new leader: 4062.T at 27.97%.
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