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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
AMS.SWams-OSRAMEurope18.25-6.55%-19.25%+11.08%+21.67%+46.47%+59.39%CHF
6861.TKeyenceJapan78970.00-1.69%-3.18%+3.23%+2.60%+30.49%+43.11%JPY
LSCCLattice SemiconductorUS107.09-6.88%-14.31%+0.72%-14.49%-4.28%+50.83%USD
CGNXCognexUS55.67-2.79%-8.60%-7.79%-13.11%+1.41%+23.71%USD
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FAQ · from the current data · as of 2026-10-15

Machine Vision, Sensing & Edge — data Q&A

What is the Machine Vision, Sensing & Edge sub-index of the Rubin Build-Out 100?

4 constituents, listed across Japan, US, 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 Machine Vision, Sensing & Edge constituents lead and lag over one month?

As of 2026-10-15: leading — ams-OSRAM (AMS.SW) +11.08%; Keyence (6861.T) +3.23%; Lattice Semiconductor (LSCC) +0.72%. Lagging — Cognex (CGNX) -7.79%; Lattice Semiconductor (LSCC) +0.72%; Keyence (6861.T) +3.23%. Returns are close-to-close in each name's trading currency.

Which Machine Vision, Sensing & Edge names have done best over one year?

As of 2026-10-15: ams-OSRAM (AMS.SW) +59.39%; Lattice Semiconductor (LSCC) +50.83%; Keyence (6861.T) +43.11%. Weakest: Cognex (CGNX) +23.71%; Keyence (6861.T) +43.11%; Lattice Semiconductor (LSCC) +50.83%.

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.