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Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +80.85% / GRID +2.33%

Through June 2, 2026: Memory (HBM & NAND) leads the last 21 trading days at +80.85%, Grid & Power Infrastructure trails at +2.33%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of June 2, 2026.
Top sectors: MEMORY +80.85% · MATERIALS +42.49% · EDA +40.69%.
Weakest sectors: GRID +2.33% · GASCHEM +3.20% · FABSUB +4.71%.
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/