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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
MRVLMarvell TechnologyUS240.76+4.81%+6.08%+11.46%-16.85%+174.91%+250.30%USD
SPCXSpaceX / StarlinkUS154.81+2.60%+4.47%+8.00%-14.75%+0.00%+0.00%USD
LITELumentumUS893.61-2.81%-4.50%+2.32%+2.72%+27.51%+422.88%USD
NOKNokiaEurope10.60+4.54%-0.19%+2.02%-23.36%+27.20%+132.51%USD
5801.TFurukawa ElectricJapan3763.00-1.29%-6.49%-0.19%-18.83%+27.97%+343.44%JPY
APHAmphenolUS78.37+1.44%-2.34%-1.77%-2.57%+23.06%+32.38%USD
ALABAstera LabsUS293.56+9.06%+3.17%-3.26%-21.65%+132.36%+22.94%USD
COHRCoherentUS295.98+2.09%+0.96%-3.41%-21.87%+15.07%+183.32%USD
MTSIMACOM TechnologyUS263.14+4.52%-3.41%-10.15%-28.32%+20.22%+100.59%USD
FNFabrinetUS380.92-2.99%-5.70%-21.07%-34.82%-23.88%+7.14%USD
AAOIApplied OptoelectronicsUS98.06+1.36%-5.06%-25.38%-41.40%+5.86%+238.96%USD
CRDOCredo TechnologyUS168.25+4.19%+4.95%-31.60%-32.52%+65.41%+2.33%USD
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FAQ · from the current data · as of 2026-09-17

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 2026-09-17: leading — Marvell Technology (MRVL) +11.46%; SpaceX / Starlink (SPCX) +8.00%; Lumentum (LITE) +2.32%. Lagging — Credo Technology (CRDO) -31.60%; Applied Optoelectronics (AAOI) -25.38%; Fabrinet (FN) -21.07%. Returns are close-to-close in each name's trading currency.

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

As of 2026-09-17: Lumentum (LITE) +422.88%; Furukawa Electric (5801.T) +343.44%; Marvell Technology (MRVL) +250.30%. Weakest: SpaceX / Starlink (SPCX) +0.00%; Credo Technology (CRDO) +2.33%; Fabrinet (FN) +7.14%.

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.