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Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +46.18% / GRID -4.29%

Through May 20, 2026: Memory (HBM & NAND) leads the last 21 trading days at +46.18%, Grid & Power Infrastructure trails at -4.29%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of May 20, 2026.
Top sectors: MEMORY +46.18% · SUBSTRATE +31.56% · ARCHITECTS +26.22%.
Weakest sectors: GRID -4.29% · TESTMET -0.55% · GASCHEM +1.60%.
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/