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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6861.T | Keyence | Japan | 75200.00 | +5.06% | +0.41% | -6.00% | -13.94% | -5.23% | +23.30% | JPY |
| LSCC | Lattice Semiconductor | US | 111.25 | -2.32% | +5.03% | -9.44% | -13.94% | -11.31% | +75.22% | USD |
| CGNX | Cognex | US | 50.80 | +0.91% | -12.58% | -17.83% | -17.77% | -22.55% | +30.02% | USD |
| AMS.SW | ams-OSRAM | Europe | 15.76 | +0.19% | -12.35% | -20.60% | -19.51% | -13.55% | +54.06% | CHF |