Market note AH ·

Rubin 100 · Sector rotation — SUBSTRATE → S24

Rubin sector rotation: SUBSTRATE → S24 leads at 20.93%.

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 17, 2026: S24 (S24) moved to the top at 20.93%, displacing Substrates & Interposers (SUBSTRATE), which printed 9.45% when last leading and now sits at rank 6.
Top-3 by mean 5-day return: 1. S24 20.93% · 2. Memory (HBM & NAND) 15.08% · 3. S19 9.55%. Highest constituent in the new leader: SNDK at 35.38%.
→ closelook.net/indices/rubin/