Rubin Build-Out 100 · Sector S3 · Layer 2 · Fabrication
Foundry & Integration
Pure-play foundries and IDMs that turn design files into working dies. Capacity here is the binding constraint.
Equal-weight — 1d —
Cap-weighted — 1d —
Momentum (drift) — 1d —
Constituents — in this sector
Composite Index — since inception (Dec 30, 2025)
Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.
Constituents
Every Rubin constituent tagged into this sector. Click a row to open the stock detail page with full chart + Money-Temperature scoring.
| Ticker | Company | Region | Last | 1d | 1w | 1m | 3m | 6m | 1y | CCY |
|---|---|---|---|---|---|---|---|---|---|---|
| ASX | ASE Group | Taiwan | 46.78 | -1.58% | +3.24% | +24.71% | +17.16% | +110.82% | +322.20% | USD |
| TSEM | Tower Semiconductor | Israel | 258.41 | +3.54% | +10.23% | +16.23% | +19.25% | +35.39% | +255.11% | USD |
| TSM | TSMC | Taiwan | 482.30 | -0.72% | +5.55% | +12.45% | +10.37% | +39.67% | +65.86% | USD |
| AMKR | Amkor Technology | US | 53.39 | -2.27% | -1.39% | +11.76% | -20.21% | +12.12% | +82.45% | USD |
| GFS | GlobalFoundries | US | 48.63 | +0.14% | +1.61% | +7.56% | -28.45% | +10.70% | +35.80% | USD |