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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 / StarlinkUS146.90-0.40%-0.72%-1.20%+26.19%+0.00%+0.00%USD
APHAmphenolUS75.27+1.59%-6.24%-10.49%+4.65%+1.43%+11.86%USD
MRVLMarvell TechnologyUS233.78+2.31%-1.40%-10.75%+33.99%+47.77%+182.79%USD
LITELumentumUS818.10+8.19%-1.97%-13.12%+25.49%-4.84%+385.52%USD
MTSIMACOM TechnologyUS243.58+3.11%-8.36%-14.70%-2.27%-12.83%+74.85%USD
NOKNokiaEurope8.64+6.14%-4.85%-16.84%-3.25%-19.44%+41.60%USD
FNFabrinetUS325.24+3.27%-10.33%-22.08%-27.68%-52.50%-21.63%USD
COHRCoherentUS221.50+5.83%-4.53%-25.13%-8.97%-31.11%+82.27%USD
5801.TFurukawa ElectricJapan2840.00-1.88%-14.51%-25.40%-19.43%-36.83%+188.15%JPY
CRDOCredo TechnologyUS151.15+2.62%-12.53%-28.35%-21.39%-16.26%+0.12%USD
ALABAstera LabsUS259.51+0.91%-9.45%-28.83%-0.28%+31.97%+58.59%USD
AAOIApplied OptoelectronicsUS71.94+6.56%-8.01%-29.05%-18.38%-50.65%+129.11%USD
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FAQ · from the current data · as of 2026-10-26

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 2026-10-26: leading — SpaceX / Starlink (SPCX) -1.20%; Amphenol (APH) -10.49%; Marvell Technology (MRVL) -10.75%. Lagging — Applied Optoelectronics (AAOI) -29.05%; Astera Labs (ALAB) -28.83%; Credo Technology (CRDO) -28.35%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-26: Lumentum (LITE) +385.52%; Furukawa Electric (5801.T) +188.15%; Marvell Technology (MRVL) +182.79%. Weakest: Fabrinet (FN) -21.63%; SpaceX / Starlink (SPCX) +0.00%; Credo Technology (CRDO) +0.12%.

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.