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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-OSRAMEurope19.85-5.92%-19.83%+8.77%+6.21%+87.26%+73.06%CHF
6861.TKeyenceJapan80540.00+0.68%-1.40%+4.92%+7.82%+38.08%+44.93%JPY
LSCCLattice SemiconductorUS122.84-2.55%-7.53%+2.57%-8.27%+13.99%+64.71%USD
CGNXCognexUS61.82-1.75%-3.96%-2.88%-4.94%+13.81%+33.42%USD
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FAQ · from the current data · as of 2026-10-12

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 2026-10-12: leading — ams-OSRAM (AMS.SW) +8.77%; Keyence (6861.T) +4.92%; Lattice Semiconductor (LSCC) +2.57%. Lagging — Cognex (CGNX) -2.88%; Lattice Semiconductor (LSCC) +2.57%; Keyence (6861.T) +4.92%. 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 2026-10-12: ams-OSRAM (AMS.SW) +73.06%; Lattice Semiconductor (LSCC) +64.71%; Keyence (6861.T) +44.93%. Weakest: Cognex (CGNX) +33.42%; Keyence (6861.T) +44.93%; Lattice Semiconductor (LSCC) +64.71%.

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.