Euro-AI Sovereign 50 · Sector CHIP

Chip Architecture & Cloud

ARM Holdings + Nebius Group. The chip-design IP and AI-cloud-builder duo carrying the European architectural footprint into the LLM era.

Equal-weight — 1d —

Cap-weighted — 1d —

Momentum (drift) — 1d —

Constituents — in this sector

Composite Index — since inception (Mar 31, 2026)

Three weighting variants of the same constituent basket, rebased to 1,000 at inception (2026-03-31 for the v8.5 Euro-AI family). 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 Euro-AI constituent tagged into this sector. Click a column header to sort. Click a row to open the stock detail page in a new tab.

Ticker	Company	Tier	RI	Last	1d	1w	1m	3m	6m	1y	CCY
ARM	ARM Holdings	—	—	226.60	+1.46%	+2.51%	-20.02%	+0.76%	+14.07%	+32.76%
NBIS	Nebius Group	—	—	170.47	+11.22%	-0.57%	-26.48%	+15.01%	+25.80%	+45.38%

FAQ · from the current data · as of 2026-10-27

Chip Architecture & Cloud — data Q&A

What is the Chip Architecture & Cloud sub-index of the Euro-AI 50?

2 constituents, 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 Euro-AI 50 — /indices/euro-ai/.

Which Chip Architecture & Cloud constituents lead and lag over one month?

As of 2026-10-27: leading — ARM Holdings (ARM) -20.02%; Nebius Group (NBIS) -26.48%. Lagging — Nebius Group (NBIS) -26.48%; ARM Holdings (ARM) -20.02%. Returns are close-to-close in each name's trading currency.

Which Chip Architecture & Cloud names have done best over one year?

As of 2026-10-27: Nebius Group (NBIS) +45.38%; ARM Holdings (ARM) +32.76%. Weakest: ARM Holdings (ARM) +32.76%; Nebius Group (NBIS) +45.38%.

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.