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 |
|---|---|---|---|---|---|---|---|---|---|---|
| APH | Amphenol | US | 79.95 | -0.94% | -5.04% | -7.24% | -5.92% | +25.24% | +15.58% | USD |
| SPCX | SpaceX / Starlink | US | 143.09 | +0.72% | +1.26% | -12.44% | -2.09% | +0.00% | +0.00% | USD |
| NOK | Nokia | Europe | 8.25 | +0.86% | -2.71% | -16.67% | -20.06% | -37.36% | +21.48% | USD |
| FN | Fabrinet | US | 348.52 | -4.76% | -4.08% | -23.64% | -39.06% | -45.07% | -22.40% | USD |
| COHR | Coherent | US | 214.66 | -4.68% | +3.46% | -25.47% | -39.64% | -42.61% | +38.93% | USD |
| MTSI | MACOM Technology | US | 226.48 | -1.53% | -3.83% | -26.07% | -27.12% | -37.57% | +33.20% | USD |
| ALAB | Astera Labs | US | 216.18 | -0.32% | -7.47% | -33.30% | -32.19% | +5.75% | +30.63% | USD |
| CRDO | Credo Technology | US | 129.80 | -2.33% | -13.99% | -35.37% | -51.60% | -34.63% | -20.66% | USD |
| LITE | Lumentum | US | 585.57 | -1.78% | -13.91% | -41.17% | -37.20% | -40.99% | +143.88% | USD |
| MRVL | Marvell Technology | US | 154.39 | -0.14% | -10.22% | -41.93% | -28.88% | -6.15% | +70.02% | USD |
| 5801.T | Furukawa Electric | Japan | 2197.00 | +9.85% | -20.25% | -47.94% | -43.94% | -52.55% | +128.24% | JPY |
| AAOI | Applied Optoelectronics | US | 48.32 | -7.26% | -24.46% | -52.01% | -65.01% | -74.34% | +69.13% | USD |