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Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +40.65% / THERMAL -1.39%

Through June 17, 2026: Memory (HBM & NAND) leads the last 21 trading days at +40.65%, Thermal Management trails at -1.39%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of June 17, 2026.
Top sectors: MEMORY +40.65% · EDA +30.14% · SUBSTRATE +28.83%.
Weakest sectors: THERMAL -1.39% · GASCHEM -1.29% · ARCHITECTS +1.63%.
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/