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Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-09-24 ·holdings as of 2026-09-24

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -1.51pp sector return − SPY
RS vs Nasdaq-100 21d -5.61pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -1.34% · A/D -48 (-0.79/name)
EUROAI price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week +1.35% +0.05 -7pp -1.62pp Confirming ↑
1 month -1.34% -0.79 +1pp +0.03pp Confirming ↓
1 quarter +0.57% +0.23 -4pp -0.78pp Improving

Over the last 126 sessions: price up +24.98%, breadth up (+3.26/name) · % beating 43→44 · median−ETF -1.27pp→-1.14pp.

Stocks above their moving average — participation breadth

Of the 61 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-09-24.

5-day 34.43% 21/61 above
20-day 40.98% 25/61 above
50-day 42.62% 26/61 above
100-day 52.46% 32/61 above
150-day 59.02% 36/61 above
200-day 62.3% 38/61 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 61 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 7 (11%) 15 (25%) -8
1-Month 1 (2%) 7 (11%) -6
3-Month 0 (0%) 1 (2%) -1
6-Month 0 (0%) 1 (2%) -1
52-Week 0 (0%) 0 (0%) +0
YTD 0 (0%) 0 (0%) +0

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -1.84% -1.68% +0.16pp 12 / 49 33 / 28 24 of 61 ±2.28%
5d +1.35% +0.29% -1.06pp 33 / 26 22 / 39 9 of 61 ±5.17%
21d -1.34% -2.59% -1.24pp 25 / 36 27 / 34 3 of 61 ±10.87%
YTD +33.97% +14.88% -19.10pp 39 / 21 22 / 38 0 of 60 ±79.44%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • NBIS+7.44%+0.11pp
  • P4O.DE+4.12%+0.06pp
  • AFX.DE+2.80%+0.04pp
  • WKL.AS+1.96%+0.03pp
  • SY1.DE+0.89%+0.01pp
  • ARM-7.88%-0.12pp
  • ATS.VI-4.88%-0.08pp
  • M7U.DE-4.86%-0.07pp
  • SMHN.DE-4.25%-0.07pp
  • HAG.DE-4.16%-0.06pp

This month (21d)

  • ATS.VI+41.30%+0.64pp
  • P4O.DE+27.98%+0.43pp
  • ARM+26.82%+0.41pp
  • OVH.PA+22.86%+0.35pp
  • NOD.OL+12.37%+0.19pp
  • PATH-24.37%-0.38pp
  • MTRS.ST-23.93%-0.37pp
  • TOM.OL-16.70%-0.26pp
  • SGO.PA-15.16%-0.23pp
  • RHM.DE-13.07%-0.2pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • ATS.VI+41.30%
  • P4O.DE+27.98%
  • ARM+26.82%
  • OVH.PA+22.86%
  • NOD.OL+12.37%
  • PATH-24.37%
  • MTRS.ST-23.93%
  • TOM.OL-16.70%
  • SGO.PA-15.16%
  • RHM.DE-13.07%

EUROAI — constituent leadership race

$100 in each covered EUROAI constituent at 2026-01-06, rebased to 100. Watch leadership change hands.

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0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 61 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
ASML.AS ASML 1.54% 1503.20 -0.83% +6.01% +0.37% +63.72% 61
ARM ARM Holdings 1.54% 306.34 -7.88% +15.64% +26.82% +180.25% 95
NBIS Nebius Group 1.54% 243.48 +7.44% +11.69% +9.69% +190.88% 90
MTRS.ST Munters Group 1.54% 131.90 -3.05% -3.58% -23.93% -22.97% 2
VACN.SW VAT Group 1.54% 645.40 -2.51% +8.47% +6.08% +69.29% 87
BESI.AS BE Semiconductor 1.54% 187.40 -1.11% +3.25% -2.45% +41.00% 52
SMHN.DE SUSS MicroTec 1.54% 68.65 -4.25% +1.33% -0.79% +75.40% 57
ASM.AS ASM International 1.54% 833.20 -2.14% +5.36% +1.29% +60.97% 74
PATH UiPath 1.54% 12.60 -3.37% -8.43% -24.37% -23.12% 0
BNTX BioNTech 1.54% 99.26 +0.81% +0.61% -12.97% +4.26% 8
AIXA.DE AIXTRON 1.54% 35.08 -2.53% +2.69% -4.60% +102.72% 33
IFX.DE Infineon 1.54% 56.26 -3.94% +3.42% +1.94% +50.26% 77
ATS.VI AT&S 1.54% 195.00 -4.88% +16.63% +41.30% +505.59% 98
MYCR.ST Mycronic 1.54% 331.00 -2.76% +4.09% +0.18% +49.90% 59
HAG.DE Hensoldt 1.54% 76.00 -4.16% -2.16% -12.90% +3.54% 10
SU.PA Schneider Electric 1.54% 289.80 -1.21% +0.94% -3.14% +23.37% 41
REL.L RELX 1.54% 2525.00 +0.56% -1.75% -3.55% -16.39% 39
ETN Eaton 1.54% 440.00 +0.28% +7.46% +7.53% +38.57% 89
ENR.DE Siemens Energy 1.54% 142.10 -1.69% +0.21% -5.96% +18.53% 25
SAP.DE SAP 1.54% 184.18 -1.22% -2.03% +2.31% -10.10% 82
SIE.DE Siemens AG 1.54% 274.80 +0.31% +3.08% -4.62% +17.35% 31
ABBN.SW ABB 1.54% 80.50 -2.33% +1.23% +1.00% +37.95% 67
SAF.PA Safran 1.54% 334.30 -0.51% +0.81% -4.59% +12.41% 34
DSY.PA Dassault Systèmes 1.54% 21.17 -0.19% +2.87% -6.08% -11.20% 23
SHL.DE Siemens Healthineers 1.54% 37.21 +0.03% -3.15% -5.22% -15.17% 30
HO.PA Thales 1.54% 232.20 -2.72% -2.56% -7.05% +1.04% 21
WKL.AS Wolters Kluwer 1.54% 68.82 +1.96% -1.80% +1.12% -22.10% 72
CAP.PA Capgemini 1.54% 103.75 -2.21% -3.13% -2.58% -27.07% 51
RHM.DE Rheinmetall 1.54% 990.00 -3.41% -2.58% -13.07% -36.58% 7
PHIA.AS Philips 1.54% 21.46 -0.79% -0.37% -7.26% -7.66% 18
STM STMicroelectronics 1.54% 51.58 -1.68% +6.30% +4.29% +99.41% 85
LR.PA Legrand 1.54% 134.60 -2.57% -1.25% -2.00% +5.78% 54
VWS.CO Vestas 1.54% 200.10 -3.33% -4.85% -3.71% +15.85% 38
PRY.MI Prysmian 1.54% 122.30 -3.89% +0.53% +1.07% +42.64% 70
ALFA.ST Alfa Laval 1.54% 559.60 -0.18% +0.65% -3.05% +22.17% 43
NEM.DE Nemetschek 1.54% 61.35 -1.76% +0.00% -5.62% -33.89% 26
KGX.DE Kion Group 1.54% 39.26 -3.80% -6.01% -11.04% -42.48% 11
NKT.CO NKT A/S 1.54% 909.50 -2.78% -2.36% -0.82% +13.90% 56
TEMN.SW Temenos 1.54% 67.10 -2.26% +0.00% -10.47% -15.70% 13
MELE.BR Melexis 1.54% 66.70 -2.84% +1.91% +2.30% +16.00% 80
TOM.OL Tomra Systems 1.54% 91.05 +0.11% -0.71% -16.70% -31.84% 3
COTN.SW Comet Holding 1.54% 347.40 -2.85% +3.70% +0.75% +54.65% 64
OXIG.L Oxford Instruments 1.54% 2872.00 -1.44% +4.36% +2.35% +40.10% 84
NOD.OL Nordic Semi 1.54% 185.30 -0.75% +4.10% +12.37% +39.01% 92
OVH.PA OVHcloud 1.54% 17.09 -3.56% -3.39% +22.86% +134.43% 93
KTN.VI Kontron AG 1.54% 20.50 -2.19% +0.29% -7.07% -9.93% 20
RR.L Rolls-Royce 1.54% 1484.00 -1.28% +0.28% -3.01% +29.61% 46
BAS.DE BASF 1.54% 52.30 +0.23% -0.13% +1.00% +22.95% 69
SGO.PA Saint-Gobain 1.54% 69.82 -1.16% -0.74% -15.16% -19.71% 5
EVK.DE Evonik 1.54% 18.07 -0.33% +2.96% -2.59% +35.25% 49
SY1.DE Symrise 1.54% 93.24 +0.89% +3.49% +0.54% +35.37% 62
SAN.PA Sanofi 1.54% 72.10 -1.38% -4.20% -7.91% -7.97% 16
AIR.PA Airbus 1.54% 194.38 -0.33% -0.57% -5.57% -0.22% 28
AFX.DE Carl Zeiss Meditec 1.54% 31.54 +2.80% +8.68% +0.83% -19.38% 66
SGE.L Sage Group 1.54% 990.00 -1.00% -4.26% -10.37% -7.35% 15
INF.L Informa 1.54% 871.40 -1.98% -2.42% -3.03% -1.43% 44
YAR.OL Yara International 1.54% 443.20 -2.93% -3.80% -2.91% +7.05% 48
CEVI.ST CellaVision 1.54% 166.40 -0.95% +0.85% +1.46% +8.21% 75
TIETO.HE Tietoevry 1.54% 18.45 -0.54% -0.78% -4.35% +3.39% 36
P4O.DE Plan Optik 1.54% 8.60 +4.12% +18.46% +27.98% — 97
M7U.DE Nynomic 1.54% 23.50 -4.86% -1.26% +2.17% +138.82% 79

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

EUROAI dispersion — data Q&A

Is EUROAI's move broad or carried by a few names (21 sessions)?

As of 2026-09-24: over 21 sessions the fund returned -1.34% while its median constituent returned -2.59% — a dispersion of 10.87 pp; 44% of 61 members beat the fund. Broad decline - breadth is falling with price.

How did EUROAI's members trade in the last session?

As of 2026-09-24: fund -1.84%, median member -1.68%, 12 advancers vs 49 decliners.

What does the dispersion page for EUROAI measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 61 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.