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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
SPCXSpaceX / StarlinkUS148.15-2.02%+0.14%+4.86%-29.92%+0.00%+0.00%USD
MRVLMarvell TechnologyUS218.82-7.32%-2.12%-1.51%-21.77%+149.18%+229.23%USD
LITELumentumUS835.03-9.92%-5.25%-5.15%-9.39%+34.14%+406.45%USD
APHAmphenolUS78.55-6.40%-5.11%-5.22%+2.30%+17.72%+32.39%USD
5801.TFurukawa ElectricJapan3845.00-3.42%+0.13%-5.23%-12.55%+29.24%+333.87%JPY
NOKNokiaEurope9.65-13.30%-3.79%-8.62%-34.80%+17.49%+111.22%USD
COHRCoherentUS266.50-12.73%-5.45%-18.56%-30.78%+9.78%+157.46%USD
ALABAstera LabsUS257.04-11.74%-17.19%-20.37%-29.99%+113.65%+10.36%USD
MTSIMACOM TechnologyUS239.62-12.83%-10.91%-21.96%-36.92%+10.02%+82.82%USD
AAOIApplied OptoelectronicsUS95.76-9.11%-9.26%-26.38%-43.35%-1.08%+256.65%USD
FNFabrinetUS382.55-7.73%-6.10%-32.47%-37.39%-23.82%+5.63%USD
CRDOCredo TechnologyUS150.09-7.89%-12.01%-43.57%-40.16%+27.53%-5.79%USD
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FAQ · from the current data · as of 2026-09-14

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 2026-09-14: leading — SpaceX / Starlink (SPCX) +4.86%; Marvell Technology (MRVL) -1.51%; Lumentum (LITE) -5.15%. Lagging — Credo Technology (CRDO) -43.57%; Fabrinet (FN) -32.47%; Applied Optoelectronics (AAOI) -26.38%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-14: Lumentum (LITE) +406.45%; Furukawa Electric (5801.T) +333.87%; Applied Optoelectronics (AAOI) +256.65%. Weakest: Credo Technology (CRDO) -5.79%; SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +5.63%.

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.