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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
5801.TFurukawa ElectricJapan4096.00+19369.53%+17875.95%+18198.78%+20803.29%+16499.12%+28055.07%JPY
CRDOCredo TechnologyUS200.84-7.25%-5.48%+23.25%-14.96%+49.48%+32.87%USD
MRVLMarvell TechnologyUS265.86-3.42%-1.99%+12.60%+19.52%+102.48%+193.74%USD
MTSIMACOM TechnologyUS306.36-7.18%-6.68%+11.44%+1.52%+16.21%+130.38%USD
ALABAstera LabsUS324.11-5.29%-10.55%+11.29%-10.41%+94.32%+43.77%USD
FNFabrinetUS456.40-6.14%+0.56%+10.09%-5.46%-33.84%+19.40%USD
SPCXSpaceX / StarlinkUS163.42+0.52%-4.48%+8.07%+20.09%+0.00%+0.00%USD
LITELumentumUS995.41-9.78%-8.82%+7.38%+22.17%+14.26%+523.07%USD
APHAmphenolUS86.19-1.20%-1.24%+2.70%+8.85%+18.84%+37.28%USD
AAOIApplied OptoelectronicsUS100.68-8.17%-17.18%-4.44%-19.74%-34.28%+211.03%USD
COHRCoherentUS288.02-7.87%-13.67%-5.68%-7.32%-6.47%+135.41%USD
NOKNokiaEurope9.90-4.44%-2.94%-11.05%-15.38%-4.22%+93.26%USD
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FAQ · from the current data · as of 2026-10-13

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 2026-10-13: leading — Furukawa Electric (5801.T) +18198.78%; Credo Technology (CRDO) +23.25%; Marvell Technology (MRVL) +12.60%. Lagging — Nokia (NOK) -11.05%; Coherent (COHR) -5.68%; Applied Optoelectronics (AAOI) -4.44%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-13: Furukawa Electric (5801.T) +28055.07%; Lumentum (LITE) +523.07%; Applied Optoelectronics (AAOI) +211.03%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +19.40%; Credo Technology (CRDO) +32.87%.

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.