Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-09-04 ·holdings as of 2026-09-03

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -1.70pp sector return − SPY
RS vs Nasdaq-100 21d -2.09pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -1.49% · A/D -4 (-0.07/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 -3.37% -0.97 +13pp +1.79pp Confirming ↓
1 month -1.49% -0.07 -3pp +0.14pp Confirming ↓
1 quarter -0.60% +0.11 +21pp +2.32pp Improving

Over the last 126 sessions: price up +23.70%, breadth up (+3.2/name) · % beating 31→46 · median−ETF -2.90pp→-1.25pp.

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 2026-09-03.

5-day 55.74% 34/61 above
20-day 27.87% 17/61 above
50-day 49.18% 30/61 above
100-day 57.38% 35/61 above
150-day 67.21% 41/61 above
200-day 73.77% 45/61 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 21 (34%) 14 (23%) +7
1-Month 2 (3%) 4 (7%) -2
3-Month 2 (3%) 0 (0%) +2
6-Month 0 (0%) 0 (0%) +0
52-Week 0 (0%) 0 (0%) +0
YTD 0 (0%) 0 (0%) +0

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.47% +0.52% +0.05pp 37 / 23 32 / 29 25 of 61 ±3.68%
5d -3.37% -1.79% +1.58pp 18 / 43 44 / 17 10 of 61 ±4.2%
21d -1.49% -2.22% -0.72pp 23 / 38 27 / 34 7 of 61 ±9.3%
YTD +33.57% +15.48% -18.09pp 41 / 19 17 / 43 1 of 60 ±66.44%

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)

  • ATS.VI+11.16%+0.17pp
  • NBIS+7.48%+0.12pp
  • ASM.AS+6.20%+0.1pp
  • SMHN.DE+6.08%+0.09pp
  • OVH.PA+5.27%+0.08pp
  • PATH-16.63%-0.26pp
  • DSY.PA-6.49%-0.1pp
  • NEM.DE-6.02%-0.09pp
  • RHM.DE-3.38%-0.05pp
  • CAP.PA-3.27%-0.05pp

This month (21d)

  • M7U.DE+40.70%+0.63pp
  • VWS.CO+21.09%+0.32pp
  • NBIS+19.23%+0.3pp
  • BNTX+13.78%+0.21pp
  • ATS.VI+11.91%+0.18pp
  • P4O.DE-13.08%-0.2pp
  • MTRS.ST-12.32%-0.19pp
  • ARM-12.07%-0.19pp
  • HAG.DE-11.80%-0.18pp
  • HO.PA-11.72%-0.18pp

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)

  • M7U.DE+40.70%
  • VWS.CO+21.09%
  • NBIS+19.23%
  • BNTX+13.78%
  • ATS.VI+11.91%
  • P4O.DE-13.08%
  • MTRS.ST-12.32%
  • ARM-12.07%
  • HAG.DE-11.80%
  • HO.PA-11.72%

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% 1467.40 +3.09% -1.81% -1.78% +59.82% 52
ARM ARM Holdings 1.54% 252.09 +3.92% +5.45% -12.07% +130.62% 3
NBIS Nebius Group 1.54% 226.39 +7.48% +8.23% +19.23% +170.46% 95
MTRS.ST Munters Group 1.54% 159.00 -0.47% -6.22% -12.32% -7.14% 2
VACN.SW VAT Group 1.54% 612.60 +2.79% +1.56% -3.44% +60.69% 39
BESI.AS BE Semiconductor 1.54% 196.65 +2.74% -0.43% -9.46% +47.95% 11
SMHN.DE SUSS MicroTec 1.54% 72.40 +6.08% +1.05% -8.47% +84.98% 13
ASM.AS ASM International 1.54% 825.20 +6.20% -0.07% -0.94% +59.43% 57
PATH UiPath 1.54% 15.19 -16.63% -16.31% +8.50% -7.32% 84
BNTX BioNTech 1.54% 103.76 +0.86% +1.65% +13.78% +8.99% 93
AIXA.DE AIXTRON 1.54% 36.15 +2.03% -1.23% -7.62% +108.90% 18
IFX.DE Infineon 1.54% 56.86 +2.40% -0.39% -5.74% +51.86% 26
ATS.VI AT&S 1.54% 165.40 +11.16% +7.26% +11.91% +413.66% 92
MYCR.ST Mycronic 1.54% 313.20 +2.09% -7.39% -3.93% +41.83% 36
HAG.DE Hensoldt 1.54% 79.70 -2.52% -8.60% -11.80% +8.58% 5
SU.PA Schneider Electric 1.54% 288.00 +0.23% -4.56% -4.19% +22.61% 34
REL.L RELX 1.54% 2620.00 -2.06% -1.80% -3.50% -13.25% 38
ETN Eaton 1.54% 410.85 +3.46% +2.00% -8.11% +29.39% 15
ENR.DE Siemens Energy 1.54% 146.52 +0.77% -2.12% -4.66% +22.21% 33
SAP.DE SAP 1.54% 185.68 +0.05% -2.95% +8.60% -9.37% 87
SIE.DE Siemens AG 1.54% 272.65 +0.76% -5.93% -0.16% +16.43% 61
ABBN.SW ABB 1.54% 77.76 +0.70% -2.92% -5.54% +33.25% 30
SAF.PA Safran 1.54% 333.50 +0.60% -3.11% -6.11% +12.14% 23
DSY.PA Dassault Systèmes 1.54% 21.02 -6.49% -8.96% -3.27% -11.83% 41
SHL.DE Siemens Healthineers 1.54% 39.00 +0.49% -1.32% -0.26% -11.09% 59
HO.PA Thales 1.54% 233.60 -0.47% -4.54% -11.72% +1.65% 7
WKL.AS Wolters Kluwer 1.54% 68.86 -2.44% -0.52% -1.09% -22.05% 56
CAP.PA Capgemini 1.54% 106.40 -3.27% -2.79% -2.61% -25.20% 46
RHM.DE Rheinmetall 1.54% 1034.00 -3.38% -10.45% -10.79% -33.76% 8
PHIA.AS Philips 1.54% 22.35 +0.00% -3.16% -2.70% -3.83% 44
STM STMicroelectronics 1.54% 52.24 +1.87% +5.79% -1.95% +101.96% 51
LR.PA Legrand 1.54% 140.90 +3.26% +0.90% +1.33% +10.73% 67
VWS.CO Vestas 1.54% 213.30 -0.74% +0.85% +21.09% +23.49% 97
PRY.MI Prysmian 1.54% 121.55 +1.46% -0.41% -2.37% +41.76% 48
ALFA.ST Alfa Laval 1.54% 555.80 +0.11% -3.71% -2.90% +21.34% 43
NEM.DE Nemetschek 1.54% 63.20 -6.02% -10.67% +11.56% -31.90% 90
KGX.DE Kion Group 1.54% 45.30 +3.97% +0.49% +9.31% -33.63% 89
NKT.CO NKT A/S 1.54% 935.00 -0.37% +0.21% +0.16% +17.09% 62
TEMN.SW Temenos 1.54% 72.75 -0.27% -3.58% +4.68% -8.61% 79
MELE.BR Melexis 1.54% 65.85 +1.15% -0.53% -7.71% +14.52% 16
TOM.OL Tomra Systems 1.54% 105.90 +0.28% -3.55% -2.22% -20.72% 49
COTN.SW Comet Holding 1.54% 343.20 +1.78% +0.35% -6.08% +52.78% 25
OXIG.L Oxford Instruments 1.54% 2708.00 +0.52% -5.18% -5.71% +32.10% 28
NOD.OL Nordic Semi 1.54% 168.10 +1.39% +0.24% +1.14% +26.11% 66
OVH.PA OVHcloud 1.54% 14.59 +5.27% -5.07% -6.35% +100.14% 20
KTN.VI Kontron AG 1.54% 21.90 +2.72% -1.79% +3.99% -3.78% 77
RR.L Rolls-Royce 1.54% 1489.40 +0.62% -2.64% -4.79% +30.08% 31
BAS.DE BASF 1.54% 53.36 -0.28% +1.60% +3.98% +25.44% 75
SGO.PA Saint-Gobain 1.54% 75.78 +0.37% -5.01% -10.55% -12.86% 10
EVK.DE Evonik 1.54% 18.60 -0.96% -1.01% +3.05% +39.22% 70
SY1.DE Symrise 1.54% 90.40 -1.18% -2.69% -1.55% +31.24% 54
SAN.PA Sanofi 1.54% 76.26 -0.01% -1.28% +2.62% -2.66% 69
AIR.PA Airbus 1.54% 198.96 +0.99% -2.01% -6.35% +2.14% 21
AFX.DE Carl Zeiss Meditec 1.54% 31.56 -1.87% -1.87% +7.71% -19.33% 80
SGE.L Sage Group 1.54% 1051.50 -1.73% -4.71% +3.80% -1.60% 74
INF.L Informa 1.54% 911.20 -0.18% +2.24% +0.78% +3.08% 64
YAR.OL Yara International 1.54% 457.40 -1.17% +2.46% +8.16% +10.48% 82
CEVI.ST CellaVision 1.54% 160.40 -1.35% -2.31% +8.53% +4.30% 85
TIETO.HE Tietoevry 1.54% 19.35 -0.97% -1.78% +3.37% +8.43% 72
P4O.DE Plan Optik 1.54% 7.18 +3.16% -1.10% -13.08% 0
M7U.DE Nynomic 1.54% 24.20 +3.86% +2.98% +40.70% +145.93% 98

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 2026-09-04: over 21 sessions the fund returned -1.49% while its median constituent returned -2.22% — a dispersion of 9.30 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 2026-09-04: fund +0.47%, median member +0.52%, 37 advancers vs 23 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.