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Rubin Build-Out 100 · Sector S23 · Layer 8 · Physical AI

Machine Vision, Sensing & Edge

Machine vision, sensors, and edge silicon. The perception layer that lets physical AI see and act.

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
AMS.SWams-OSRAMEurope21.10-6.64%-14.99%+16.45%+9.33%+103.47%+81.58%CHF
LSCCLattice SemiconductorUS126.05+0.86%-5.93%+10.43%-3.59%+18.80%+71.10%USD
6861.TKeyenceJapan80540.00+0.68%+0.34%+2.09%+3.02%+39.51%+45.43%JPY
CGNXCognexUS62.92+3.30%-3.16%+1.99%-2.19%+17.96%+35.27%USD
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FAQ · from the current data · as of 2026-10-09

Machine Vision, Sensing & Edge — data Q&A

What is the Machine Vision, Sensing & Edge sub-index of the Rubin Build-Out 100?

4 constituents, listed across Japan, US, 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 Machine Vision, Sensing & Edge constituents lead and lag over one month?

As of 2026-10-09: leading — ams-OSRAM (AMS.SW) +16.45%; Lattice Semiconductor (LSCC) +10.43%; Keyence (6861.T) +2.09%. Lagging — Cognex (CGNX) +1.99%; Keyence (6861.T) +2.09%; Lattice Semiconductor (LSCC) +10.43%. Returns are close-to-close in each name's trading currency.

Which Machine Vision, Sensing & Edge names have done best over one year?

As of 2026-10-09: ams-OSRAM (AMS.SW) +81.58%; Lattice Semiconductor (LSCC) +71.10%; Keyence (6861.T) +45.43%. Weakest: Cognex (CGNX) +35.27%; Keyence (6861.T) +45.43%; Lattice Semiconductor (LSCC) +71.10%.

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.