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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
MTSIMACOM TechnologyUS350.67+6.81%+23.36%+30.38%+14.89%+47.97%+175.23%USD
CRDOCredo TechnologyUS220.83+3.93%+14.81%+29.47%-14.64%+106.79%+53.49%USD
LITELumentumUS1133.40+3.82%+16.43%+28.61%+60.29%+38.94%+591.90%USD
MRVLMarvell TechnologyUS287.01+5.81%+9.02%+28.39%+23.87%+162.53%+233.51%USD
ALABAstera LabsUS389.80+7.58%+8.93%+25.58%-0.85%+227.59%+94.18%USD
AAOIApplied OptoelectronicsUS130.16+7.07%+29.29%+23.34%+13.74%+10.64%+366.02%USD
FNFabrinetUS489.16+7.78%+15.34%+20.07%+1.89%-12.29%+33.65%USD
COHRCoherentUS338.36+1.41%+15.79%+20.05%+6.72%+32.64%+197.90%USD
5801.TFurukawa ElectricJapan4490.00+2.56%+21.88%+19.67%+12.93%+55.98%+401.28%JPY
SPCXSpaceX / StarlinkUS171.92+0.49%+15.20%+16.20%+15.93%+0.00%+0.00%USD
NOKNokiaEurope10.97+7.55%+5.89%+9.37%-8.20%+24.35%+126.39%USD
APHAmphenolUS88.62+1.55%+5.07%+7.05%+12.02%+38.27%+45.80%USD
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FAQ · from the current data · as of 2026-10-06

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 2026-10-06: leading — MACOM Technology (MTSI) +30.38%; Credo Technology (CRDO) +29.47%; Lumentum (LITE) +28.61%. Lagging — Amphenol (APH) +7.05%; Nokia (NOK) +9.37%; SpaceX / Starlink (SPCX) +16.20%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-06: Lumentum (LITE) +591.90%; Furukawa Electric (5801.T) +401.28%; Applied Optoelectronics (AAOI) +366.02%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +33.65%; Amphenol (APH) +45.80%.

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.