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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 / StarlinkUS150.88+5.15%+2.26%+3.18%-18.44%+0.00%+0.00%USD
MRVLMarvell TechnologyUS229.71+3.61%-2.26%-1.97%-17.57%+153.14%+241.31%USD
LITELumentumUS919.40+9.59%-7.04%-5.11%+5.03%+41.54%+444.77%USD
NOKNokiaEurope10.14+3.05%-5.76%-5.94%-27.47%+18.98%+125.35%USD
APHAmphenolUS77.26-0.50%-5.02%-9.57%-2.55%+14.76%+30.47%USD
5801.TFurukawa ElectricJapan3812.00+2.50%-7.68%-12.73%-19.65%+24.21%+356.64%JPY
ALABAstera LabsUS269.18+6.59%-10.43%-15.93%-25.58%+111.01%+16.38%USD
COHRCoherentUS289.93+6.92%-4.46%-17.45%-24.26%+17.95%+172.64%USD
MTSIMACOM TechnologyUS251.75+4.89%-12.01%-23.14%-31.65%+13.76%+91.56%USD
FNFabrinetUS392.68+4.74%-6.12%-34.40%-33.22%-21.47%+9.38%USD
AAOIApplied OptoelectronicsUS96.74+1.52%-10.37%-37.54%-43.36%+12.06%+227.27%USD
CRDOCredo TechnologyUS161.49+7.38%-3.83%-42.90%-32.48%+55.19%-1.52%USD
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FAQ · from the current data · as of 2026-09-16

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 2026-09-16: leading — SpaceX / Starlink (SPCX) +3.18%; Marvell Technology (MRVL) -1.97%; Lumentum (LITE) -5.11%. Lagging — Credo Technology (CRDO) -42.90%; Applied Optoelectronics (AAOI) -37.54%; Fabrinet (FN) -34.40%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-16: Lumentum (LITE) +444.77%; Furukawa Electric (5801.T) +356.64%; Marvell Technology (MRVL) +241.31%. Weakest: Credo Technology (CRDO) -1.52%; SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +9.38%.

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.