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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) 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-OSRAMEurope18.16+0.00%+4.07%+15.16%-15.77%+109.34%+77.69%CHF
6861.TKeyenceJapan82960.00+0.99%+3.83%+6.92%+3.56%+30.15%+49.64%JPY
CGNXCognexUS60.46-3.99%-0.13%-3.45%-8.19%+11.29%+37.32%USD
LSCCLattice SemiconductorUS114.40-5.04%-2.80%-8.13%-22.22%+19.64%+73.81%USD
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FAQ · from the current data · as of 2026-08-28

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 2026-08-28: leading — ams-OSRAM (AMS.SW) +15.16%; Keyence (6861.T) +6.92%; Cognex (CGNX) -3.45%. Lagging — Lattice Semiconductor (LSCC) -8.13%; Cognex (CGNX) -3.45%; Keyence (6861.T) +6.92%. 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 2026-08-28: ams-OSRAM (AMS.SW) +77.69%; Lattice Semiconductor (LSCC) +73.81%; Keyence (6861.T) +49.64%. Weakest: Cognex (CGNX) +37.32%; Keyence (6861.T) +49.64%; Lattice Semiconductor (LSCC) +73.81%.

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.