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Rubin Build-Out 100 · Sector S16 · Layer 6 · Manufacturing Support

Photomasks & Mask Infrastructure

Mask shops and mask-blank suppliers. Tiny vendor pool, outsized leverage on every advanced-node ramp.

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
PLABPhotronicsUS28.10-2.84%+0.36%-3.90%-16.09%-45.94%+29.43%USD
7911.TToppan HoldingsJapan2022.50+3.80%-4.44%-14.32%-13.95%-22.94%+6.00%JPY
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FAQ · from the current data · as of 2026-11-10

Photomasks & Mask Infrastructure — data Q&A

What is the Photomasks & Mask Infrastructure sub-index of the Rubin Build-Out 100?

2 constituents, listed across US, Japan, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which Photomasks & Mask Infrastructure constituents lead and lag over one month?

As of 2026-11-10: leading — Photronics (PLAB) -3.90%; Toppan Holdings (7911.T) -14.32%. Lagging — Toppan Holdings (7911.T) -14.32%; Photronics (PLAB) -3.90%. Returns are close-to-close in each name's trading currency.

Which Photomasks & Mask Infrastructure names have done best over one year?

As of 2026-11-10: Photronics (PLAB) +29.43%; Toppan Holdings (7911.T) +6.00%. Weakest: Toppan Holdings (7911.T) +6.00%; Photronics (PLAB) +29.43%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.