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Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +69.08% / GASCHEM +3.57%

Through May 14, 2026: Memory (HBM & NAND) leads the last 21 trading days at +69.08%, Gases, Chemicals & Consumables trails at +3.57%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of May 14, 2026.
Top sectors: MEMORY +69.08% · PACKAGING +57.42% · MATERIALS +53.61%.
Weakest sectors: GASCHEM +3.57% · GRID +8.64% · LITHO +9.84%.
The 1-month view smooths single-session noise — use it for regime-persistent rotation reads vs. the daily sector-flow signal.
→ closelook.net/indices/rubin/