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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) 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
5801.TFurukawa ElectricJapan3903.00-4.55%+2.23%+40.78%-25.03%+45.04%+346.06%JPY
LITELumentumUS895.00-6.39%+3.26%+29.10%+4.68%+27.69%+611.22%USD
SPCXSpaceX / StarlinkUS141.50+0.45%+3.31%+26.11%+0.00%+0.00%+0.00%USD
MRVLMarvell TechnologyUS216.62-10.28%-8.61%+18.18%+5.67%+165.31%+190.18%USD
AAOIApplied OptoelectronicsUS106.23-6.22%-14.89%+17.89%-32.94%+26.12%+341.70%USD
CRDOCredo TechnologyUS232.75-3.12%+0.95%+15.75%-1.39%+107.31%+89.64%USD
NOKNokiaEurope10.21-3.59%+0.00%+12.32%-31.20%+32.68%+138.99%USD
COHRCoherentUS279.20-5.48%-3.56%+12.10%-22.76%+7.83%+207.79%USD
MTSIMACOM TechnologyUS265.27-4.29%-0.50%+6.66%-27.25%+6.91%+104.64%USD
APHAmphenolUS157.74-2.26%+0.46%-1.30%+6.04%+8.21%+43.99%USD
ALABAstera LabsUS289.47-4.81%+1.58%-3.41%-15.57%+143.60%+61.53%USD
FNFabrinetUS414.36-4.24%-5.11%-5.68%-36.66%-24.06%+24.68%USD
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FAQ · from the current data · as of 2026-08-28

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 2026-08-28: leading — Furukawa Electric (5801.T) +40.78%; Lumentum (LITE) +29.10%; SpaceX / Starlink (SPCX) +26.11%. Lagging — Fabrinet (FN) -5.68%; Astera Labs (ALAB) -3.41%; Amphenol (APH) -1.30%. Returns are close-to-close in each name's trading currency.

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

As of 2026-08-28: Lumentum (LITE) +611.22%; Furukawa Electric (5801.T) +346.06%; Applied Optoelectronics (AAOI) +341.70%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +24.68%; Amphenol (APH) +43.99%.

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.