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 |
|---|---|---|---|---|---|---|---|---|---|---|
| QCOM | Qualcomm | US | 173.53 | +1.20% | +5.53% | -0.52% | +6.41% | -17.49% | +2.72% | USD |
| AVGO | Broadcom | US | 331.98 | +3.91% | -0.05% | -6.41% | -20.21% | -20.83% | -4.61% | USD |
| AMD | AMD | US | 515.21 | +1.30% | +6.47% | -13.30% | +6.68% | +14.93% | +120.61% | USD |
| GUC | Global Unichip | Taiwan | 7170.00 | +6.94% | +5.52% | -14.23% | +57.76% | +25.13% | +384.46% | TWD |
| NVDA | NVIDIA | US | 168.89 | -5.47% | -18.29% | -25.38% | -24.63% | -23.50% | -10.23% | USD |