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Market note AH ·

Rubin 100 · 1-month sector leaders — THERMAL +27769.51% / MEMORY -28.01%

Through July 21, 2026: Thermal Management leads the last 21 trading days at +27769.51%, Memory (HBM & NAND) trails at -28.01%.

Rubin 100 sector-mean 1-month (21 trading day) returns as of July 21, 2026.
Top sectors: THERMAL +27769.51% · S24 +27408.94% · DEPETCH +25142.92%.
Weakest sectors: MEMORY -28.01% · PACKAGING -24.37% · EDA -23.00%.
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/