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
NOD.OLNordic Semi173.61+4.72%+4.71%+2.55%-9.76%+18.02%+12.01%
ATS.VIAT&S166.40-2.46%+11.83%+0.73%-20.76%+230.16%+783.23%
MYCR.STMycronic320.40+0.50%+4.43%-1.96%+4.64%+53.71%+50.99%
VACN.SWVAT Group614.40+0.62%+3.09%-4.42%-8.33%+19.02%+113.93%
STMSTMicroelectronics51.51+1.52%+0.45%-4.93%-34.06%+54.96%+99.73%
ASML.ASASML1478.40+0.28%+3.86%-5.65%-8.86%+25.33%+102.69%
OXIG.LOxford Instruments27.54+1.47%+1.69%-5.89%-6.91%+7.15%+51.14%
IFX.DEInfineon58.56+2.99%+5.46%-7.18%-27.48%+47.01%+83.46%
ASM.ASASM International830.20+1.17%+6.85%-7.53%-19.00%+21.02%+84.49%
MELE.BRMelexis65.68+2.79%+0.89%-9.41%-20.25%+23.45%+1.35%
COTN.SWComet Holding344.27+1.14%+0.31%-10.07%-11.59%+38.04%+93.41%
AIXA.DEAIXTRON37.54+3.85%+5.96%-12.80%-36.22%+15.15%+209.74%
SMHN.DESUSS MicroTec71.40-1.38%+4.62%-14.13%-30.00%+19.00%+170.05%
BESI.ASBE Semiconductor189.25+2.80%-1.12%-18.36%-39.79%+2.24%+60.18%
P4O.DEPlan Optik7.16+1.42%+2.87%-19.55%-27.38%+46.72%+77.23%

FAQ · from the current data · as of 2026-09-11

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 2026-09-11: leading — Nordic Semi (NOD.OL) +2.55%; AT&S (ATS.VI) +0.73%; Mycronic (MYCR.ST) -1.96%. Lagging — Plan Optik (P4O.DE) -19.55%; BE Semiconductor (BESI.AS) -18.36%; SUSS MicroTec (SMHN.DE) -14.13%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-09-11: AT&S (ATS.VI) +783.23%; AIXTRON (AIXA.DE) +209.74%; SUSS MicroTec (SMHN.DE) +170.05%. Weakest: Melexis (MELE.BR) +1.35%; Nordic Semi (NOD.OL) +12.01%; Mycronic (MYCR.ST) +50.99%.

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.