Rubin Build-Out 100 · Sector S10 · Layer 4 · Infrastructure

Substrates & Interposers

Organic substrates and silicon interposers — the connective tissue between die, package, and board.

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
3037.TWUnimicronTaiwan970.00-0.72%+2.21%-4.90%-1.12%+76.68%+640.46%TWD
5201.TAGC Inc.Japan5565.00+0.51%-1.85%-6.64%-24.61%-7.27%+19.29%JPY
INTCIntelUS97.19-5.59%+1.45%-7.05%-21.98%+112.34%+294.92%USD
4062.TIbidenJapan19140.00-2.15%-13.78%-7.91%-15.87%+145.48%+446.08%JPY
GLWCorningUS143.60-13.70%-6.93%-9.42%-19.87%+11.21%+91.28%USD
ATS.VIAT&SEurope151.40-9.01%-13.68%-12.59%-29.25%+183.52%+643.98%EUR

FAQ · from the current data · as of 2026-09-14

Substrates & Interposers — data Q&A

What is the Substrates & Interposers sub-index of the Rubin Build-Out 100?

6 constituents, listed across Japan, US, Europe, Taiwan, 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 Substrates & Interposers constituents lead and lag over one month?

As of 2026-09-14: leading — Unimicron (3037.TW) -4.90%; AGC Inc. (5201.T) -6.64%; Intel (INTC) -7.05%. Lagging — AT&S (ATS.VI) -12.59%; Corning (GLW) -9.42%; Ibiden (4062.T) -7.91%. Returns are close-to-close in each name's trading currency.

Which Substrates & Interposers names have done best over one year?

As of 2026-09-14: AT&S (ATS.VI) +643.98%; Unimicron (3037.TW) +640.46%; Ibiden (4062.T) +446.08%. Weakest: AGC Inc. (5201.T) +19.29%; Corning (GLW) +91.28%; Intel (INTC) +294.92%.

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.