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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CGNX | Cognex | US | 59.90 | -6.73% | -3.78% | -2.74% | -5.83% | +25.01% | +33.93% | USD |
| 6861.T | Keyence | Japan | 75960.00 | -0.05% | -3.71% | -13.35% | +0.41% | +23.19% | +33.33% | JPY |
| AMS.SW | ams-OSRAM | Europe | 16.32 | -10.58% | -14.29% | -13.79% | -10.77% | +99.27% | +66.53% | CHF |
| LSCC | Lattice Semiconductor | US | 106.50 | -11.07% | -8.11% | -17.08% | -26.31% | +24.17% | +61.31% | USD |