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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
ALABAstera LabsUS360.51+0.01%+22.81%+27.55%-9.42%+199.60%+56.67%USD
MRVLMarvell TechnologyUS258.95-0.75%+7.56%+7.73%-7.93%+163.16%+247.68%USD
SPCXSpaceX / StarlinkUS148.03-0.22%-4.38%+7.31%-3.39%+0.00%+0.00%USD
MTSIMACOM TechnologyUS284.94+3.30%+8.28%+7.01%-26.97%+16.28%+121.23%USD
LITELumentumUS929.04-0.85%+3.96%+4.91%+7.78%+19.54%+466.52%USD
APHAmphenolUS83.08+1.08%+6.01%+4.65%+0.61%+29.27%+33.22%USD
COHRCoherentUS290.61-3.32%-1.81%+0.86%-28.64%+6.83%+165.91%USD
NOKNokiaEurope10.43-1.88%-1.60%+0.77%-25.39%+24.42%+117.46%USD
5801.TFurukawa ElectricJapan3807.00-2.41%-0.99%-0.29%-34.36%+32.56%+328.72%JPY
FNFabrinetUS398.36-0.62%+4.58%-7.69%-29.84%-34.91%+4.77%USD
AAOIApplied OptoelectronicsUS101.03-0.03%+3.03%-10.71%-27.08%-11.69%+260.05%USD
CRDOCredo TechnologyUS195.97+1.08%+16.48%-13.48%-26.89%+88.60%+20.78%USD
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FAQ · from the current data · as of 2026-09-24

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 2026-09-24: leading — Astera Labs (ALAB) +27.55%; Marvell Technology (MRVL) +7.73%; SpaceX / Starlink (SPCX) +7.31%. Lagging — Credo Technology (CRDO) -13.48%; Applied Optoelectronics (AAOI) -10.71%; Fabrinet (FN) -7.69%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-24: Lumentum (LITE) +466.52%; Furukawa Electric (5801.T) +328.72%; Applied Optoelectronics (AAOI) +260.05%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +4.77%; Credo Technology (CRDO) +20.78%.

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.