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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) 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 / StarlinkUS147.95-1.20%+4.56%+28.74%+0.00%+0.00%+0.00%USD
NOKNokiaEurope10.03+2.66%-1.76%+6.36%-30.25%+30.00%+120.48%USD
MRVLMarvell TechnologyUS223.55+7.05%+3.20%+6.18%-15.15%+149.71%+249.41%USD
LITELumentumUS881.25+4.00%-1.54%+5.15%+2.04%+57.81%+521.00%USD
5801.TFurukawa ElectricJapan3844.00+6.39%-1.51%-1.91%-21.63%+31.51%+353.25%JPY
ALABAstera LabsUS310.40+9.75%+7.23%-6.37%-2.10%+160.40%+65.15%USD
MTSIMACOM TechnologyUS268.95+3.46%+1.39%-10.84%-22.13%+29.61%+103.92%USD
AAOIApplied OptoelectronicsUS105.53+5.13%-0.66%-15.05%-40.38%+10.41%+352.53%USD
COHRCoherentUS281.86+6.60%+0.95%-15.67%-25.23%+19.57%+194.77%USD
FNFabrinetUS407.40+3.14%-1.68%-25.10%-34.42%-16.75%+12.49%USD
CRDOCredo TechnologyUS170.57+3.90%-26.72%-25.98%-17.56%+55.30%+27.29%USD
APHAmphenolUS82.78+0.87%-47.52%-51.48%-40.36%-37.10%-26.19%USD
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FAQ · from the current data · as of 2026-09-04

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 2026-09-04: leading — SpaceX / Starlink (SPCX) +28.74%; Nokia (NOK) +6.36%; Marvell Technology (MRVL) +6.18%. Lagging — Amphenol (APH) -51.48%; Credo Technology (CRDO) -25.98%; Fabrinet (FN) -25.10%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-04: Lumentum (LITE) +521.00%; Furukawa Electric (5801.T) +353.25%; Applied Optoelectronics (AAOI) +352.53%. Weakest: Amphenol (APH) -26.19%; SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +12.49%.

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.