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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; 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
ATS.VIAT&S——223.00+10.40%+9.58%+49.87%+29.05%+250.08%+813.93%
P4O.DEPlan Optik——10.00-1.48%+4.38%+43.68%+13.90%+42.05%+103.25%
ASM.ASASM International——944.80+5.45%+11.86%+21.60%+5.38%+29.18%+71.16%
VACN.SWVAT Group——699.40+2.79%+6.81%+17.35%+6.03%+42.91%+122.46%
MYCR.STMycronic——358.20+4.13%+7.25%+16.75%+23.26%+64.12%+66.64%
OXIG.LOxford Instruments——31.29+2.92%+6.78%+16.13%+3.87%+25.14%+55.65%
ASML.ASASML——1653.00+3.51%+8.56%+16.13%+9.48%+36.32%+88.96%
NOD.OLNordic Semi——189.14+1.50%+2.46%+14.08%+11.26%+23.87%+23.79%
COTN.SWComet Holding——381.05+1.97%+6.92%+13.00%+6.74%+49.90%+98.05%
BESI.ASBE Semiconductor——204.80+7.00%+9.17%+7.00%-15.34%-1.06%+39.51%
MELE.BRMelexis——68.89+2.06%+3.14%+5.83%-5.23%+22.37%+2.14%
SMHN.DESUSS MicroTec——77.00——————
AIXA.DEAIXTRON——39.67——————
IFX.DEInfineon——64.64——————
STMSTMicroelectronics——57.26——————

FAQ · from the current data · as of 2026-10-02

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 2026-10-02: leading — AT&S (ATS.VI) +49.87%; Plan Optik (P4O.DE) +43.68%; ASM International (ASM.AS) +21.60%. Lagging — Melexis (MELE.BR) +5.83%; BE Semiconductor (BESI.AS) +7.00%; Comet Holding (COTN.SW) +13.00%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-10-02: AT&S (ATS.VI) +813.93%; VAT Group (VACN.SW) +122.46%; Plan Optik (P4O.DE) +103.25%. Weakest: Melexis (MELE.BR) +2.14%; Nordic Semi (NOD.OL) +23.79%; BE Semiconductor (BESI.AS) +39.51%.

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.