Market note AH ·

Rubin 100 · 1-month sector leaders — MEMORY +22.91% / S21 -12.20%

Through September 1, 2026: Memory (HBM & NAND) leads the last 21 trading days at +22.91%, S21 trails at -12.20%.

AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.

Rubin 100 sector-mean 1-month (21 trading day) returns as of September 1, 2026.
Top sectors: MEMORY +22.91% · SUBSTRATE +16.12% · ARCHITECTS +15.96%.
Weakest sectors: S21 -12.20% · FABSUB -7.89% · POWERSEMI -6.46%.
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/