Rubin 100 · Sector rotation — MEMORY → EDA
Rubin sector rotation: MEMORY → EDA leads at 5.40%.
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 31, 2026: EDA & Chip IP (EDA) moved to the top at 5.40%, displacing Memory (HBM & NAND) (MEMORY), which printed 6.11% when last leading and now sits at rank 20.
Top-3 by mean 5-day return: 1. EDA & Chip IP 5.40% · 2. Substrates & Interposers 2.44% · 3. Architects (Chip Design) 1.87%. Highest constituent in the new leader: SNPS at 11.24%.
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