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Market note AH ·

Rubin 100 · Sector rotation — S20 → MEMORY

Rubin sector rotation: S20 → MEMORY leads at 5.07%.

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 November 3, 2026: Memory (HBM & NAND) (MEMORY) moved to the top at 5.07%, displacing S20 (S20), which printed 6.15% when last leading and now sits at rank 6.
Top-3 by mean 5-day return: 1. Memory (HBM & NAND) 5.07% · 2. Gases, Chemicals & Consumables 2.41% · 3. Advanced Materials 2.23%. Highest constituent in the new leader: 000660.KS at 15.45%.
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