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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
CRDOCredo TechnologyUS216.55+2.21%-0.96%+35.08%-8.58%+81.08%+45.46%USD
MRVLMarvell TechnologyUS275.28+0.25%+1.10%+21.29%+26.55%+114.24%+198.16%USD
MTSIMACOM TechnologyUS330.06+2.44%+2.63%+21.15%+12.17%+27.88%+147.81%USD
FNFabrinetUS486.28-0.22%+4.87%+20.38%+2.45%-26.56%+26.82%USD
ALABAstera LabsUS342.21-1.39%-2.32%+20.27%-5.48%+129.59%+56.00%USD
LITELumentumUS1103.36+5.22%+1.65%+17.92%+43.64%+22.96%+576.53%USD
SPCXSpaceX / StarlinkUS162.57+1.25%+2.27%+9.71%+16.84%+0.00%+0.00%USD
APHAmphenolUS87.24+2.25%+0.32%+8.71%+11.85%+24.15%+39.46%USD
5801.TFurukawa ElectricJapan4096.00-2.94%-7.52%+6.67%+11.49%+14.41%+344.98%JPY
COHRCoherentUS312.62+3.40%-7.25%+6.63%+1.70%+1.67%+167.95%USD
AAOIApplied OptoelectronicsUS109.64+3.53%-5.15%+6.15%-2.00%-27.20%+240.29%USD
NOKNokiaEurope10.36+2.17%-2.26%-2.45%-11.38%+9.87%+102.63%USD
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FAQ · from the current data · as of 2026-10-09

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 2026-10-09: leading — Credo Technology (CRDO) +35.08%; Marvell Technology (MRVL) +21.29%; MACOM Technology (MTSI) +21.15%. Lagging — Nokia (NOK) -2.45%; Applied Optoelectronics (AAOI) +6.15%; Coherent (COHR) +6.63%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-09: Lumentum (LITE) +576.53%; Furukawa Electric (5801.T) +344.98%; Applied Optoelectronics (AAOI) +240.29%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +26.82%; Amphenol (APH) +39.46%.

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.