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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GUC | Global Unichip | Taiwan | 8375.00 | -2.62% | +5.68% | +44.40% | +86.94% | +254.12% | +544.23% | TWD |
| AMD | AMD | US | 649.42 | +2.80% | +6.89% | +35.98% | +25.51% | +193.15% | +294.38% | USD |
| QCOM | Qualcomm | US | 181.03 | +0.13% | -1.67% | +7.28% | -2.96% | +45.91% | +8.24% | USD |
| AVGO | Broadcom | US | 375.81 | +3.67% | +5.83% | +5.01% | -3.31% | +12.53% | +11.51% | USD |
| NVDA | NVIDIA | US | 239.24 | +0.14% | +5.29% | +3.85% | +17.21% | +34.33% | +27.53% | USD |