Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-08-14 ·holdings as of 2026-08-14

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d +6.70pp sector return − SPY
RS vs Nasdaq-100 21d +6.55pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +10.11% · A/D +111 (+1.82/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 +3.49% +0.64 -13pp -2.29pp Confirming ↑
1 month +10.11% +1.82 -28pp -6.68pp Confirming ↑
1 quarter +12.44% +1.87 -3pp +1.16pp Confirming ↑

Over the last 126 sessions: price up +31.59%, breadth up (+3.41/name) · % beating 54→33 · median−ETF +0.42pp→-3.63pp.

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 2026-08-14.

5-day 68.85% 42/61 above
20-day 86.89% 53/61 above
50-day 70.49% 43/61 above
100-day 73.77% 45/61 above
150-day 85.25% 52/61 above
200-day 80.33% 49/61 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 17 (28%) 7 (11%) +10
1-Month 10 (16%) 0 (0%) +10
3-Month 6 (10%) 0 (0%) +6
6-Month 5 (8%) 0 (0%) +5
52-Week 0 (0%) 0 (0%) +0
YTD 1 (2%) 0 (0%) +1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.71% +0.05% -0.66pp 31 / 29 20 / 41 22 of 61 ±2.31%
5d +3.49% +1.25% -2.24pp 45 / 16 18 / 43 3 of 61 ±7.2%
21d +10.11% +6.31% -3.80pp 45 / 16 20 / 41 5 of 61 ±12.23%
YTD +42.75% +21.13% -21.62pp 41 / 19 16 / 44 3 of 60 ±72.85%

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+8.88%+0.14pp
  • NEM.DE+8.43%+0.13pp
  • AFX.DE+6.04%+0.09pp
  • SGE.L+4.48%+0.07pp
  • HAG.DE+3.96%+0.06pp
  • PATH-4.02%-0.06pp
  • ASML.AS-1.85%-0.03pp
  • TOM.OL-1.74%-0.03pp
  • VWS.CO-1.68%-0.03pp
  • ASM.AS-1.54%-0.02pp

This month (21d)

  • NBIS+61.66%+0.95pp
  • PATH+33.08%+0.51pp
  • HAG.DE+31.11%+0.48pp
  • SAP.DE+30.88%+0.48pp
  • OVH.PA+28.26%+0.44pp
  • STM-13.51%-0.21pp
  • YAR.OL-7.90%-0.12pp
  • VACN.SW-6.63%-0.1pp
  • MYCR.ST-5.60%-0.09pp
  • KTN.VI-5.23%-0.08pp

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)

  • NBIS+61.66%
  • PATH+33.08%
  • HAG.DE+31.11%
  • SAP.DE+30.88%
  • OVH.PA+28.26%
  • STM-13.51%
  • YAR.OL-7.90%
  • VACN.SW-6.63%
  • MYCR.ST-5.60%
  • KTN.VI-5.23%

EUROAI — constituent leadership race

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

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% 1579.60 -1.85% +5.38% -1.18% +72.04% 16
ARM ARM Holdings 1.54% 279.44 +0.28% -1.11% +6.65% +155.64% 51
NBIS Nebius Group 1.54% 277.68 +8.88% +47.73% +61.66% +231.74% 98
MTRS.ST Munters Group 1.54% 185.70 -0.91% +3.22% +12.10% +8.45% 75
VACN.SW VAT Group 1.54% 645.40 -1.01% +1.93% -6.63% +69.29% 3
BESI.AS BE Semiconductor 1.54% 233.50 -0.72% +5.47% -1.14% +75.68% 18
SMHN.DE SUSS MicroTec 1.54% 83.50 -0.48% +0.36% +0.48% +113.34% 28
ASM.AS ASM International 1.54% 893.80 -1.54% +4.66% -1.35% +72.68% 15
PATH UiPath 1.54% 16.01 -4.02% +6.38% +33.08% -2.32% 97
BNTX BioNTech 1.54% 93.09 +1.05% -0.62% +1.67% -2.22% 33
AIXA.DE AIXTRON 1.54% 41.27 -1.41% +2.89% +3.05% +138.49% 38
IFX.DE Infineon 1.54% 61.73 -1.23% -0.56% -4.61% +64.87% 8
ATS.VI AT&S 1.54% 173.20 +3.22% +20.61% -0.80% +437.89% 21
MYCR.ST Mycronic 1.54% 330.40 -1.02% +1.98% -5.60% +49.62% 5
HAG.DE Hensoldt 1.54% 96.08 +3.96% +6.38% +31.11% +30.90% 95
SU.PA Schneider Electric 1.54% 306.40 -0.92% +0.89% +15.91% +30.44% 82
REL.L RELX 1.54% 2526.00 +1.41% -3.84% +0.96% -16.36% 31
ETN Eaton 1.54% 451.51 -0.40% +0.63% +13.94% +42.20% 77
ENR.DE Siemens Energy 1.54% 160.72 +0.00% +4.68% +8.05% +34.06% 57
SAP.DE SAP 1.54% 180.14 +2.71% +1.22% +30.88% -12.07% 93
SIE.DE Siemens AG 1.54% 284.00 -0.04% +1.50% +4.91% +21.28% 43
ABBN.SW ABB 1.54% 82.78 -0.55% +1.25% +5.78% +41.85% 46
SAF.PA Safran 1.54% 360.50 +0.70% +0.87% +9.54% +21.22% 62
DSY.PA Dassault Systèmes 1.54% 21.68 +3.63% -2.56% +18.70% -9.06% 84
SHL.DE Siemens Healthineers 1.54% 39.31 +0.69% -0.51% +11.80% -10.39% 72
HO.PA Thales 1.54% 270.40 +0.67% +2.11% +22.85% +17.67% 87
WKL.AS Wolters Kluwer 1.54% 69.78 +2.14% -0.43% +11.29% -21.01% 69
CAP.PA Capgemini 1.54% 108.30 +2.17% -0.87% +18.72% -23.87% 85
RHM.DE Rheinmetall 1.54% 1202.00 +3.21% +4.85% +24.70% -23.00% 89
PHIA.AS Philips 1.54% 23.66 -0.13% +2.29% -0.80% +1.81% 23
STM STMicroelectronics 1.54% 54.29 +0.69% -3.23% -13.51% +109.89% 0
LR.PA Legrand 1.54% 140.70 -0.74% +0.36% +2.18% +10.57% 34
VWS.CO Vestas 1.54% 204.50 -1.68% +14.86% +14.82% +18.40% 80
PRY.MI Prysmian 1.54% 130.60 -0.61% +4.90% -2.79% +52.32% 10
ALFA.ST Alfa Laval 1.54% 557.20 -1.00% -2.07% -1.45% +21.65% 13
NEM.DE Nemetschek 1.54% 61.75 +8.43% +1.90% +9.97% -33.46% 66
KGX.DE Kion Group 1.54% 41.75 +0.65% +2.45% +0.19% -38.83% 26
NKT.CO NKT A/S 1.54% 966.50 +0.68% +4.71% +5.98% +21.04% 48
TEMN.SW Temenos 1.54% 74.60 +1.84% +5.29% +9.22% -6.28% 61
MELE.BR Melexis 1.54% 70.75 -1.12% -1.74% -0.91% +23.04% 20
TOM.OL Tomra Systems 1.54% 107.20 -1.74% -1.20% +8.72% -19.75% 59
COTN.SW Comet Holding 1.54% 384.60 +0.47% +5.72% +4.06% +71.21% 41
OXIG.L Oxford Instruments 1.54% 2916.00 -1.15% +0.97% +0.83% +42.24% 30
NOD.OL Nordic Semi 1.54% 169.90 -0.06% +3.16% +6.79% +27.46% 52
OVH.PA OVHcloud 1.54% 16.93 -0.53% +6.41% +28.26% +132.24% 92
KTN.VI Kontron AG 1.54% 21.76 -1.18% -0.09% -5.23% -4.39% 7
RR.L Rolls-Royce 1.54% 1541.00 +1.05% +0.72% +11.80% +34.59% 70
BAS.DE BASF 1.54% 51.15 +1.95% -0.68% +5.65% +20.24% 44
SGO.PA Saint-Gobain 1.54% 83.94 -0.24% -1.76% +9.55% -3.47% 64
EVK.DE Evonik 1.54% 18.04 +1.18% +0.17% +6.31% +35.03% 49
SY1.DE Symrise 1.54% 89.04 -0.31% -3.13% -0.45% +29.27% 25
SAN.PA Sanofi 1.54% 75.52 -1.19% +0.28% -1.85% -3.60% 11
AIR.PA Airbus 1.54% 215.40 +1.17% +0.84% +10.11% +10.57% 67
AFX.DE Carl Zeiss Meditec 1.54% 32.28 +6.04% +7.96% +7.60% -17.48% 56
SGE.L Sage Group 1.54% 1060.50 +4.48% +1.14% +24.76% -0.76% 90
INF.L Informa 1.54% 925.80 +0.46% +2.37% +2.96% +4.73% 36
YAR.OL Yara International 1.54% 418.30 +0.05% +0.50% -7.90% +1.04% 2
CEVI.ST CellaVision 1.54% 152.80 +0.26% +0.26% +11.86% -0.64% 74
TIETO.HE Tietoevry 1.54% 19.08 +2.64% +1.87% +6.83% +6.92% 54
P4O.DE Plan Optik 1.54% 8.76 +1.15% +7.62% +3.79% 39
M7U.DE Nynomic 1.54% 19.20 -1.54% +13.27% +14.63% +95.12% 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.

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