Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-08-03 ·holdings as of 2026-08-03

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -5.08pp sector return − SPY
RS vs Nasdaq-100 21d -1.59pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -3.35% · A/D -81 (-1.33/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 +2.01% +0.59 -3pp +0.63pp Confirming ↑
1 month -3.35% -1.33 +11pp +2.81pp Confirming ↓
1 quarter +1.92% -0.9 +22pp +10.42pp Weakening

Over the last 126 sessions: price up +24.98%, breadth up (+2.36/name) · % beating 51→56 · median−ETF +1.22pp→+1.83pp.

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 2026-08-03.

5-day 81.97% 50/61 above
20-day 54.1% 33/61 above
50-day 52.46% 32/61 above
100-day 55.74% 34/61 above
150-day 67.21% 41/61 above
200-day 72.13% 44/61 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 34 (56%) 2 (3%) +32
1-Month 15 (25%) 1 (2%) +14
3-Month 8 (13%) 1 (2%) +7
6-Month 4 (7%) 0 (0%) +4
52-Week 3 (5%) 0 (0%) +3
YTD 3 (5%) 0 (0%) +3

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +2.00% +1.31% -0.69pp 50 / 11 26 / 35 16 of 61 ±2.76%
5d +2.01% +1.17% -0.84pp 36 / 25 26 / 35 9 of 61 ±5.79%
21d -3.35% -1.51% +1.83pp 26 / 34 34 / 27 2 of 61 ±12.41%
YTD +32.55% +17.88% -14.67pp 39 / 21 18 / 42 3 of 60 ±57.24%

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+11.64%+0.18pp
  • HAG.DE+8.25%+0.13pp
  • M7U.DE+7.51%+0.12pp
  • COTN.SW+6.80%+0.1pp
  • SHL.DE+6.10%+0.09pp
  • KTN.VI-6.12%-0.09pp
  • YAR.OL-2.87%-0.04pp
  • ASML.AS-1.02%-0.02pp
  • OXIG.L-0.88%-0.01pp
  • ASM.AS-0.75%-0.01pp

This month (21d)

  • WKL.AS+20.83%+0.32pp
  • SGE.L+19.83%+0.31pp
  • SAP.DE+17.90%+0.28pp
  • CAP.PA+16.65%+0.26pp
  • HAG.DE+14.24%+0.22pp
  • ATS.VI-31.56%-0.49pp
  • BESI.AS-26.25%-0.4pp
  • ARM-24.18%-0.37pp
  • AIXA.DE-23.94%-0.37pp
  • STM-23.64%-0.36pp

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)

  • WKL.AS+20.83%
  • SGE.L+19.83%
  • SAP.DE+17.90%
  • CAP.PA+16.65%
  • HAG.DE+14.24%
  • ATS.VI-31.56%
  • BESI.AS-26.25%
  • ARM-24.18%
  • AIXA.DE-23.94%
  • STM-23.64%

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% 1419.60 -1.02% -0.71% -13.14% +54.62% 18
ARM ARM Holdings 1.54% 239.06 -0.26% -10.24% -24.18% +118.70% 3
NBIS Nebius Group 1.54% 212.58 +11.64% +13.15% -1.41% +153.96% 51
MTRS.ST Munters Group 1.54% 169.60 +0.36% -2.53% -3.50% -0.95% 43
VACN.SW VAT Group 1.54% 607.40 +0.90% -2.41% -14.38% +59.32% 16
BESI.AS BE Semiconductor 1.54% 201.40 +1.59% -1.80% -26.25% +51.53% 2
SMHN.DE SUSS MicroTec 1.54% 74.80 +0.54% +0.67% -15.58% +91.11% 15
ASM.AS ASM International 1.54% 795.20 -0.75% -0.40% -18.49% +53.63% 11
PATH UiPath 1.54% 13.05 +2.27% +12.31% +11.44% -20.38% 85
BNTX BioNTech 1.54% 92.25 +1.84% +1.27% -5.43% -3.10% 38
AIXA.DE AIXTRON 1.54% 37.48 +3.34% -2.17% -23.94% +116.58% 5
IFX.DE Infineon 1.54% 61.47 -0.32% -0.03% -20.56% +64.17% 8
ATS.VI AT&S 1.54% 138.60 +5.96% +1.17% -31.56% +330.43% 0
MYCR.ST Mycronic 1.54% 315.80 +0.64% -4.94% +3.41% +43.01% 64
HAG.DE Hensoldt 1.54% 86.34 +8.25% +4.07% +14.24% +17.63% 92
SU.PA Schneider Electric 1.54% 290.10 +0.17% +9.22% +3.57% +23.50% 66
REL.L RELX 1.54% 2649.00 +1.61% -1.23% +13.50% -12.28% 90
ETN Eaton 1.54% 438.23 +5.55% +9.93% +9.96% +38.02% 82
ENR.DE Siemens Energy 1.54% 147.54 +0.07% -0.57% -12.24% +23.06% 21
SAP.DE SAP 1.54% 164.64 +4.41% +8.83% +17.90% -19.64% 95
SIE.DE Siemens AG 1.54% 285.30 +0.94% +4.60% +0.42% +21.83% 59
ABBN.SW ABB 1.54% 80.08 +0.70% +1.37% -8.35% +37.23% 30
SAF.PA Safran 1.54% 351.30 +3.81% +5.43% -1.51% +18.12% 49
DSY.PA Dassault Systèmes 1.54% 20.75 +3.49% +1.67% +12.19% -12.96% 89
SHL.DE Siemens Healthineers 1.54% 39.11 +6.10% +9.98% +11.84% -10.84% 87
HO.PA Thales 1.54% 253.80 +3.21% +4.27% +6.55% +10.44% 74
WKL.AS Wolters Kluwer 1.54% 69.62 +2.56% +3.36% +20.83% -21.19% 98
CAP.PA Capgemini 1.54% 107.20 +4.59% +12.70% +16.65% -24.64% 93
RHM.DE Rheinmetall 1.54% 1175.00 +3.07% +11.84% +7.46% -24.73% 77
PHIA.AS Philips 1.54% 22.71 -0.13% -3.48% -8.02% -2.28% 33
STM STMicroelectronics 1.54% 52.19 -0.38% -2.36% -23.64% +101.77% 7
LR.PA Legrand 1.54% 134.50 +2.36% +1.97% -6.17% +5.70% 36
VWS.CO Vestas 1.54% 175.35 +0.46% +2.36% -6.33% +1.52% 34
PRY.MI Prysmian 1.54% 119.45 -0.62% -2.17% -18.35% +39.32% 13
ALFA.ST Alfa Laval 1.54% 566.80 +0.57% -0.11% -3.74% +23.74% 41
NEM.DE Nemetschek 1.54% 58.55 +0.86% -2.42% +5.59% -36.91% 69
KGX.DE Kion Group 1.54% 39.90 +2.49% -4.50% -8.09% -41.54% 31
NKT.CO NKT A/S 1.54% 884.50 +0.06% +0.51% -9.88% +10.77% 28
TEMN.SW Temenos 1.54% 69.10 +3.21% +6.06% -0.72% -13.19% 52
MELE.BR Melexis 1.54% 68.90 +0.88% +0.36% -12.29% +19.83% 20
TOM.OL Tomra Systems 1.54% 107.90 +2.96% +6.41% +8.99% -19.23% 79
COTN.SW Comet Holding 1.54% 348.60 +6.80% +1.10% -11.07% +55.18% 26
OXIG.L Oxford Instruments 1.54% 2708.00 -0.88% -8.27% -11.85% +32.10% 25
NOD.OL Nordic Semi 1.54% 160.50 +1.13% -0.50% -11.91% +20.41% 23
OVH.PA OVHcloud 1.54% 15.43 +3.28% -0.84% +0.00% +111.66% 56
KTN.VI Kontron AG 1.54% 22.10 -6.12% -6.75% -4.82% -2.90% 39
RR.L Rolls-Royce 1.54% 1506.80 +2.66% +6.59% +0.17% +31.60% 57
BAS.DE BASF 1.54% 51.06 +1.31% +5.91% +6.86% +20.03% 75
SGO.PA Saint-Gobain 1.54% 83.52 +2.76% +11.78% +4.09% -3.96% 67
EVK.DE Evonik 1.54% 17.59 +0.29% +3.23% +9.87% +31.66% 80
SY1.DE Symrise 1.54% 89.30 +0.22% +2.55% -2.25% +29.65% 44
SAN.PA Sanofi 1.54% 74.50 +0.04% -4.23% -1.73% -4.90% 48
AIR.PA Airbus 1.54% 208.00 +2.87% -0.43% +0.90% +6.78% 61
AFX.DE Carl Zeiss Meditec 1.54% 31.78 +4.20% +13.42% +10.58% -18.76% 84
SGE.L Sage Group 1.54% 999.40 +2.69% +12.19% +19.83% -6.47% 97
INF.L Informa 1.54% 896.40 +1.20% +1.04% -2.20% +1.40% 46
YAR.OL Yara International 1.54% 433.90 -2.87% -0.89% -0.07% +4.81% 54
CEVI.ST CellaVision 1.54% 148.00 +0.54% +4.37% +1.09% -3.76% 62
TIETO.HE Tietoevry 1.54% 18.82 +1.51% +4.38% +5.97% +5.46% 70
P4O.DE Plan Optik 1.54% 7.40 -0.54% -1.60% -20.26% 10
M7U.DE Nynomic 1.54% 17.90 +7.51% +16.23% +6.23% +81.91% 72

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.