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&S167.20+5.69%-1.99%+12.21%-26.02%+226.56%+729.78%
NOD.OLNordic Semi176.28+4.09%+5.37%+8.02%-6.53%+11.50%+16.13%
MYCR.STMycronic318.00+0.95%-0.25%-1.00%+4.26%+45.40%+50.11%
MELE.BRMelexis65.22+0.42%+1.12%-3.09%-20.46%+29.15%-1.48%
VACN.SWVAT Group595.00+1.50%-2.55%-3.16%-13.29%+15.58%+94.44%
OXIG.LOxford Instruments27.10-0.66%-0.36%-4.91%-11.72%+6.91%+47.13%
IFX.DEInfineon54.40-2.51%-2.51%-4.96%-33.63%+46.65%+66.62%
COTN.SWComet Holding332.18+3.72%-2.41%-5.41%-23.99%+26.88%+82.32%
ASM.ASASM International790.80+2.49%-3.63%-6.13%-25.85%+19.53%+60.70%
STMSTMicroelectronics48.61+1.14%-4.20%-7.00%-33.74%+46.28%+78.45%
ASML.ASASML1418.00+1.56%-3.81%-8.03%-14.46%+21.34%+78.66%
P4O.DEPlan Optik7.26+2.83%+2.83%-18.06%-21.09%+40.97%+80.60%
BESI.ASBE Semiconductor181.50+1.48%-1.41%-18.35%-41.41%-1.28%+49.38%
SMHN.DESUSS MicroTec67.75
AIXA.DEAIXTRON34.16

FAQ · from the current data · as of 2026-09-17

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 2026-09-17: leading — AT&S (ATS.VI) +12.21%; Nordic Semi (NOD.OL) +8.02%; Mycronic (MYCR.ST) -1.00%. Lagging — BE Semiconductor (BESI.AS) -18.35%; Plan Optik (P4O.DE) -18.06%; ASML (ASML.AS) -8.03%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-09-17: AT&S (ATS.VI) +729.78%; VAT Group (VACN.SW) +94.44%; Comet Holding (COTN.SW) +82.32%. Weakest: Melexis (MELE.BR) -1.48%; Nordic Semi (NOD.OL) +16.13%; Oxford Instruments (OXIG.L) +47.13%.

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.