Rubin 100 · Sector rotation — MEMORY → S20
Rubin sector rotation: MEMORY → S20 leads at 6.15%.
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Rubin 100 constituent 5-day return ranking shows a rank-1 sector flip on November 2, 2026: S20 (S20) moved to the top at 6.15%, displacing Memory (HBM & NAND) (MEMORY), which printed 6.09% when last leading and now sits at rank 3.
Top-3 by mean 5-day return: 1. S20 6.15% · 2. S21 5.52% · 3. Memory (HBM & NAND) 5.42%. Highest constituent in the new leader: PRY.MI at 10.72%.
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