Euro-AI Sovereign 50 · Sector SEMI

Semi Equipment

European semiconductor capital-equipment leaders — ASML, ASMI, BESI, VAT Group, AIXTRON. The chokepoint of the global AI build-out, all listed in Europe.

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) 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
NOD.OLNordic Semi159.50-2.27%-6.12%+0.69%-20.88%+11.69%-0.93%
ASM.ASASM International822.40-2.37%-8.93%-4.31%-8.03%+14.60%+100.00%
ASML.ASASML1489.80-3.37%-8.11%-4.68%+8.24%+17.92%+125.66%
COTN.SWComet Holding338.60-0.47%-12.46%-4.83%-7.94%+12.42%+88.64%
VACN.SWVAT Group603.40-1.79%-6.30%-7.25%-0.20%+13.12%+121.92%
MYCR.STMycronic315.80-1.68%-4.53%-7.88%+1.48%+59.58%+48.02%
BESI.ASBE Semiconductor208.00-6.43%-12.53%-8.37%-24.75%+8.16%+73.62%
MELE.BRMelexis63.80-5.20%-11.39%-9.70%-21.86%+9.25%-5.76%
ATS.VIAT&S128.80-8.39%-25.81%-18.79%-7.34%+133.33%+519.23%
SMHN.DESUSS MicroTec69.05
AIXA.DEAIXTRON36.75
IFX.DEInfineon54.16
STMSTMicroelectronics49.35
OXIG.LOxford Instruments27.60
P4O.DEPlan Optik6.86

FAQ · from the current data · as of 2026-08-24

Semi Equipment — data Q&A

What is the Semi Equipment sub-index of the Euro-AI 50?

15 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 Semi Equipment constituents lead and lag over one month?

As of 2026-08-24: leading — Nordic Semi (NOD.OL) +0.69%; ASM International (ASM.AS) -4.31%; ASML (ASML.AS) -4.68%. Lagging — AT&S (ATS.VI) -18.79%; Melexis (MELE.BR) -9.70%; BE Semiconductor (BESI.AS) -8.37%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-08-24: AT&S (ATS.VI) +519.23%; ASML (ASML.AS) +125.66%; VAT Group (VACN.SW) +121.92%. Weakest: Melexis (MELE.BR) -5.76%; Nordic Semi (NOD.OL) -0.93%; Mycronic (MYCR.ST) +48.02%.

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.