Rubin 100 · Sector rotation — SUBSTRATE → FABSUB
Rubin sector rotation: SUBSTRATE → FABSUB leads at 6.83%.
AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.
Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on September 30, 2026: Fab Subsystems & Process Infra (FABSUB) moved to the top at 6.83%, displacing Substrates & Interposers (SUBSTRATE), which printed 14.15% when last leading and now sits at rank 22.
Top-3 by mean 5-day return: 1. Fab Subsystems & Process Infra 6.83% · 2. Deposition, Etch & Process 5.60% · 3. Testing & Metrology 5.23%. Highest constituent in the new leader: ACLS at 11.19%.
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