Rubin Build-Out 100 · Sector S23 · Layer 8 · Physical AI
Machine Vision, Sensing & Edge
Machine vision, sensors, and edge silicon. The perception layer that lets physical AI see and act.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 6861.T | Keyence | Japan | 72390.00 | -4.14% | -8.59% | -11.37% | -10.79% | -1.91% | +19.00% | JPY |
| CGNX | Cognex | US | 47.49 | -10.49% | -19.46% | -22.41% | -29.00% | -27.85% | +19.34% | USD |
| LSCC | Lattice Semiconductor | US | 98.03 | -8.60% | -4.83% | -25.16% | -24.61% | -18.25% | +55.04% | USD |
| AMS.SW | ams-OSRAM | Europe | 14.58 | -12.96% | -26.59% | -39.35% | -18.14% | -24.69% | +31.35% | CHF |