Rubin Build-Out 100 · Sector S2 · Layer 1 · Design
Architects (Chip Design)
Fabless and IDM chip architects — the design houses defining what the AI build-out compute layer actually looks like.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GUC | Global Unichip | Taiwan | 6400.00 | +4.58% | +7.83% | +17.11% | +30.08% | +183.19% | +388.55% | TWD |
| QCOM | Qualcomm | US | 180.15 | -1.00% | +6.76% | +9.32% | -14.91% | +38.77% | +12.83% | USD |
| AMD | AMD | US | 493.41 | -4.40% | +3.32% | +2.15% | -3.55% | +155.14% | +216.96% | USD |
| NVDA | NVIDIA | US | 210.96 | -3.36% | -8.42% | -6.36% | +2.81% | +17.04% | +19.09% | USD |
| AVGO | Broadcom | US | 344.72 | -4.77% | -3.68% | -17.50% | -9.78% | +7.23% | -3.60% | USD |