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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
5801.TFurukawa ElectricJapan2755.00+13785.39%+14105.42%+12107.01%+13208.54%+12193.62%+16531.45%JPY
APHAmphenolUS84.19+5.45%+7.65%-3.53%-2.24%+23.37%+21.50%USD
NOKNokiaEurope8.48+2.17%-4.61%-16.86%-11.48%-36.81%+23.60%USD
SPCXSpaceX / StarlinkUS141.31+3.62%-4.89%-17.41%+30.52%+0.00%+0.00%USD
FNFabrinetUS363.33+15.45%+5.86%-19.94%-30.43%-44.98%-17.53%USD
MTSIMACOM TechnologyUS235.49+5.99%-7.90%-28.27%-10.62%-22.43%+58.98%USD
CRDOCredo TechnologyUS150.91+7.78%-9.87%-28.98%-32.82%-22.04%-19.57%USD
ALABAstera LabsUS233.62+1.72%-18.51%-35.52%-26.63%+8.31%+25.14%USD
MRVLMarvell TechnologyUS171.97+0.33%-29.40%-36.60%-18.51%+1.91%+83.68%USD
LITELumentumUS680.16-0.62%-21.48%-37.70%-17.68%-31.61%+237.45%USD
COHRCoherentUS207.49+3.77%-12.00%-37.81%-36.78%-38.20%+57.24%USD
AAOIApplied OptoelectronicsUS63.97+2.35%-16.87%-47.38%-50.24%-64.57%+79.89%USD
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FAQ · from the current data · as of 2026-11-04

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 2026-11-04: leading — Furukawa Electric (5801.T) +12107.01%; Amphenol (APH) -3.53%; Nokia (NOK) -16.86%. Lagging — Applied Optoelectronics (AAOI) -47.38%; Coherent (COHR) -37.81%; Lumentum (LITE) -37.70%. Returns are close-to-close in each name's trading currency.

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

As of 2026-11-04: Furukawa Electric (5801.T) +16531.45%; Lumentum (LITE) +237.45%; Marvell Technology (MRVL) +83.68%. Weakest: Credo Technology (CRDO) -19.57%; Fabrinet (FN) -17.53%; SpaceX / Starlink (SPCX) +0.00%.

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.