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Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +79.39% / GRID +3.29%

Through June 1, 2026: Memory (HBM & NAND) leads the last 21 trading days at +79.39%, Grid & Power Infrastructure trails at +3.29%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of June 1, 2026.
Top sectors: MEMORY +79.39% · MATERIALS +50.32% · SUBSTRATE +38.85%.
Weakest sectors: GRID +3.29% · GASCHEM +3.50% · PACKAGING +8.34%.
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/