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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
MTSIMACOM TechnologyUS291.33-5.64%-13.27%+21.38%+5.75%+11.55%+123.19%USD
CRDOCredo TechnologyUS179.22-9.62%-18.54%+19.17%-13.82%+6.46%+19.56%USD
ALABAstera LabsUS300.28-7.72%-21.44%+18.90%-6.09%+74.49%+50.49%USD
MRVLMarvell TechnologyUS245.28-8.73%-13.84%+10.64%+30.26%+82.23%+174.73%USD
LITELumentumUS896.33-9.28%-19.33%+6.84%+26.92%+8.78%+458.25%USD
APHAmphenolUS82.69-3.73%-5.55%+6.49%+7.99%+12.69%+34.19%USD
SPCXSpaceX / StarlinkUS152.16-2.80%-9.21%+6.04%+16.06%+0.00%+0.00%USD
FNFabrinetUS392.95-8.15%-21.09%+4.81%-14.61%-42.70%+2.71%USD
COHRCoherentUS263.32-9.19%-21.29%-2.89%-4.92%-14.56%+128.72%USD
NOKNokiaEurope9.40-4.67%-11.49%-4.47%-9.44%-5.60%+81.05%USD
5801.TFurukawa ElectricJapan3885.00-0.26%-13.47%-5.91%+9.65%+6.41%+316.71%JPY
AAOIApplied OptoelectronicsUS86.22-11.82%-29.64%-9.52%-13.99%-39.52%+196.29%USD
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FAQ · from the current data · as of 2026-10-14

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 2026-10-14: leading — MACOM Technology (MTSI) +21.38%; Credo Technology (CRDO) +19.17%; Astera Labs (ALAB) +18.90%. Lagging — Applied Optoelectronics (AAOI) -9.52%; Furukawa Electric (5801.T) -5.91%; Nokia (NOK) -4.47%. Returns are close-to-close in each name's trading currency.

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

As of 2026-10-14: Lumentum (LITE) +458.25%; Furukawa Electric (5801.T) +316.71%; Applied Optoelectronics (AAOI) +196.29%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Fabrinet (FN) +2.71%; Credo Technology (CRDO) +19.56%.

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.