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Rubin Build-Out 100 · Sector S14 · Layer 5 · Connectivity & Materials

High-Speed Interconnects

Optical transceivers, switching silicon, networking IP. The fabric that turns isolated GPUs into clusters.

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
LITELumentumUS930.91+4.17%+0.42%+12.48%+9.52%+20.56%+469.92%USD
COHRCoherentUS317.36+7.22%+3.93%+10.40%-18.54%+15.16%+206.89%USD
SPCXSpaceX / StarlinkUS152.71-1.36%+0.99%+9.35%-1.22%+0.00%+0.00%USD
NOKNokiaEurope10.68+0.75%-4.04%+5.43%-20.83%+29.09%+129.78%USD
ALABAstera LabsUS303.25+3.30%+4.13%+4.92%-27.29%+140.37%+21.60%USD
MRVLMarvell TechnologyUS244.25+1.45%+3.45%+2.94%-21.36%+172.95%+244.76%USD
MTSIMACOM TechnologyUS275.86+4.83%+0.35%+2.18%-29.52%+22.86%+109.19%USD
5801.TFurukawa ElectricJapan3901.00+3.67%-2.01%+0.96%-26.89%+42.16%+342.29%JPY
APHAmphenolUS77.55-1.05%-7.59%-0.60%-5.26%+19.13%+31.70%USD
AAOIApplied OptoelectronicsUS105.17+7.25%-0.18%-13.93%-35.02%+3.19%+256.87%USD
FNFabrinetUS388.55+2.00%-6.28%-14.52%-32.28%-28.15%+8.47%USD
CRDOCredo TechnologyUS175.89+4.54%+7.94%-25.10%-35.29%+64.25%+6.96%USD
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FAQ · from the current data · as of 2026-09-18

High-Speed Interconnects — data Q&A

What is the High-Speed Interconnects sub-index of the Rubin Build-Out 100?

12 constituents, listed across US, Japan, Europe, 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 High-Speed Interconnects constituents lead and lag over one month?

As of 2026-09-18: leading — Lumentum (LITE) +12.48%; Coherent (COHR) +10.40%; SpaceX / Starlink (SPCX) +9.35%. Lagging — Credo Technology (CRDO) -25.10%; Fabrinet (FN) -14.52%; Applied Optoelectronics (AAOI) -13.93%. Returns are close-to-close in each name's trading currency.

Which High-Speed Interconnects names have done best over one year?

As of 2026-09-18: Lumentum (LITE) +469.92%; Furukawa Electric (5801.T) +342.29%; Applied Optoelectronics (AAOI) +256.87%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Credo Technology (CRDO) +6.96%; Fabrinet (FN) +8.47%.

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.