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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TSM | TSMC | Taiwan | 418.01 | -3.52% | -2.54% | -2.90% | -1.40% | +23.84% | +62.63% | USD |
| ASX | ASE Group | Taiwan | 37.08 | -6.06% | -1.15% | -6.46% | -2.73% | +72.47% | +233.75% | USD |
| GFS | GlobalFoundries | US | 43.54 | -7.26% | -3.69% | -17.37% | -46.50% | +4.01% | +35.34% | USD |
| AMKR | Amkor Technology | US | 47.12 | -8.91% | -1.36% | -18.41% | -43.08% | +9.61% | +86.40% | USD |
| TSEM | Tower Semiconductor | Israel | 191.12 | -9.64% | -14.04% | -24.44% | -27.31% | +53.25% | +189.49% | USD |