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 | 396.48 | +2.02% | -2.06% | -10.77% | -7.61% | -0.20% | +39.06% | USD |
| GFS | GlobalFoundries | US | 40.62 | +0.27% | -5.29% | -15.97% | -23.62% | -43.70% | +19.19% | USD |
| ASX | ASE Group | Taiwan | 35.48 | +3.26% | -9.14% | -25.35% | -9.67% | +3.50% | +133.11% | USD |
| AMKR | Amkor Technology | US | 34.47 | -1.51% | -8.37% | -28.35% | -37.99% | -53.07% | -0.50% | USD |
| TSEM | Tower Semiconductor | Israel | 147.60 | -3.08% | -9.48% | -31.82% | -43.30% | -33.16% | +75.57% | USD |