—
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.TWUnimicronTaiwan1310.00-1.13%+12.45%+41.93%+55.95%+132.27%+726.50%TWD
ATS.VIAT&SEurope226.00-0.44%+4.63%+28.85%+17.83%+239.34%+754.44%EUR
4062.TIbidenJapan12400.00+1.10%+12.52%+22.74%+5.89%+236.41%+480.31%JPY
INTCIntelUS112.50-3.18%-2.96%+17.43%+2.05%+112.63%+205.46%USD
GLWCorningUS168.97+6.02%+6.46%+9.51%-8.18%+13.77%+103.28%USD
5201.TAGC Inc.Japan5912.00+1.76%+5.23%+4.58%-12.80%+7.53%+23.50%JPY

FAQ · from the current data · as of 2026-10-06

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 2026-10-06: leading — Unimicron (3037.TW) +41.93%; AT&S (ATS.VI) +28.85%; Ibiden (4062.T) +22.74%. Lagging — AGC Inc. (5201.T) +4.58%; Corning (GLW) +9.51%; Intel (INTC) +17.43%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-06: AT&S (ATS.VI) +754.44%; Unimicron (3037.TW) +726.50%; Ibiden (4062.T) +480.31%. Weakest: AGC Inc. (5201.T) +23.50%; Corning (GLW) +103.28%; Intel (INTC) +205.46%.

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.