Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-09-17 ·holdings as of 2026-09-17

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -3.04pp sector return − SPY
RS vs Nasdaq-100 21d -3.59pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -3.67% · A/D -41 (-0.67/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 +0.79% +1.03 +0pp -0.31pp Improving
1 month -3.67% -0.67 +9pp +1.18pp Confirming ↓
1 quarter -5.59% -0.62 +21pp +4.17pp Confirming ↓

Over the last 126 sessions: price up +24.00%, breadth up (+3.48/name) · % beating 43→57 · median−ETF -0.74pp→+0.72pp.

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 2026-09-17.

5-day 75.41% 46/61 above
20-day 29.51% 18/61 above
50-day 37.7% 23/61 above
100-day 45.9% 28/61 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 14 (23%) 1 (2%) +13
1-Month 3 (5%) 1 (2%) +2
3-Month 1 (2%) 0 (0%) +1
6-Month 1 (2%) 0 (0%) +1
52-Week 1 (2%) 0 (0%) +1
YTD 1 (2%) 0 (0%) +1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.76% +1.10% -0.66pp 49 / 12 18 / 43 29 of 61 ±2.04%
5d +0.79% +0.00% -0.79pp 30 / 30 26 / 35 13 of 61 ±4.39%
21d -3.67% -3.44% +0.23pp 17 / 44 32 / 29 9 of 61 ±6.96%
YTD +32.00% +13.84% -18.16pp 41 / 19 19 / 41 1 of 60 ±68.02%

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)

  • ARM+8.57%+0.13pp
  • OVH.PA+7.08%+0.11pp
  • ATS.VI+5.69%+0.09pp
  • NBIS+4.12%+0.06pp
  • NOD.OL+4.09%+0.06pp
  • AFX.DE-4.22%-0.07pp
  • P4O.DE-1.89%-0.03pp
  • DSY.PA-1.53%-0.02pp
  • SY1.DE-1.49%-0.02pp
  • M7U.DE-1.24%-0.02pp

This month (21d)

  • M7U.DE+15.53%+0.24pp
  • ATS.VI+12.21%+0.19pp
  • NOD.OL+9.88%+0.15pp
  • OVH.PA+7.21%+0.11pp
  • BNTX+6.37%+0.1pp
  • MTRS.ST-22.80%-0.35pp
  • HAG.DE-16.08%-0.25pp
  • BESI.AS-14.47%-0.22pp
  • RHM.DE-13.79%-0.21pp
  • TOM.OL-13.33%-0.21pp

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+15.53%
  • ATS.VI+12.21%
  • NOD.OL+9.88%
  • OVH.PA+7.21%
  • BNTX+6.37%
  • MTRS.ST-22.80%
  • HAG.DE-16.08%
  • BESI.AS-14.47%
  • RHM.DE-13.79%
  • TOM.OL-13.33%

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% 1418.00 +1.56% -3.81% -5.94% +54.44% 31
ARM ARM Holdings 1.54% 264.90 +8.57% +4.22% +4.57% +142.34% 87
NBIS Nebius Group 1.54% 217.99 +4.12% -4.44% -12.25% +160.43% 10
MTRS.ST Munters Group 1.54% 136.80 +1.03% -7.88% -22.80% -20.11% 0
VACN.SW VAT Group 1.54% 595.00 +1.50% -2.55% -2.20% +56.07% 56
BESI.AS BE Semiconductor 1.54% 181.50 +1.48% -1.41% -14.47% +36.56% 3
SMHN.DE SUSS MicroTec 1.54% 67.75 +1.42% -6.23% -7.06% +73.10% 26
ASM.AS ASM International 1.54% 790.80 +2.49% -3.63% -3.82% +52.78% 44
PATH UiPath 1.54% 13.76 +0.95% -0.79% -11.68% -16.05% 11
BNTX BioNTech 1.54% 98.66 +2.95% +2.34% +6.37% +3.63% 92
AIXA.DE AIXTRON 1.54% 34.16 +0.06% -7.30% -8.42% +97.40% 18
IFX.DE Infineon 1.54% 54.40 -1.09% -2.51% -1.05% +45.29% 64
ATS.VI AT&S 1.54% 167.20 +5.69% -1.99% +12.21% +419.25% 97
MYCR.ST Mycronic 1.54% 318.00 +0.95% -0.25% +1.21% +44.01% 80
HAG.DE Hensoldt 1.54% 77.68 -0.13% +0.23% -16.08% +5.83% 2
SU.PA Schneider Electric 1.54% 287.10 +2.76% -0.10% -2.35% +22.22% 54
REL.L RELX 1.54% 2570.00 +1.06% +3.05% +1.18% -14.90% 79
ETN Eaton 1.54% 409.46 +2.93% +0.08% -5.07% +28.96% 36
ENR.DE Siemens Energy 1.54% 141.80 +3.41% +0.70% -8.12% +18.28% 23
SAP.DE SAP 1.54% 188.00 +0.77% +5.72% +1.13% -8.24% 77
SIE.DE Siemens AG 1.54% 266.60 +2.34% +3.29% -3.63% +13.85% 48
ABBN.SW ABB 1.54% 79.52 +1.61% +2.13% -1.07% +36.27% 62
SAF.PA Safran 1.54% 331.60 +1.62% +2.98% -5.01% +11.50% 38
DSY.PA Dassault Systèmes 1.54% 20.58 -1.53% +0.98% -7.46% -13.67% 25
SHL.DE Siemens Healthineers 1.54% 38.42 +0.16% +0.00% -3.90% -12.41% 43
HO.PA Thales 1.54% 238.30 -1.08% +5.86% -8.28% +3.70% 20
WKL.AS Wolters Kluwer 1.54% 70.08 +1.80% +5.86% -0.76% -20.67% 66
CAP.PA Capgemini 1.54% 107.10 +1.37% +5.52% -2.95% -24.71% 51
RHM.DE Rheinmetall 1.54% 1016.20 +0.32% -0.02% -13.79% -34.90% 5
PHIA.AS Philips 1.54% 21.54 -0.69% +1.13% -8.69% -7.31% 16
STM STMicroelectronics 1.54% 48.61 +1.14% -4.20% -7.00% +87.93% 28
LR.PA Legrand 1.54% 136.30 +0.74% -2.29% +1.08% +7.11% 74
VWS.CO Vestas 1.54% 210.30 +1.94% -0.52% +0.48% +21.76% 72
PRY.MI Prysmian 1.54% 121.95 -0.20% -1.33% -2.17% +42.23% 57
ALFA.ST Alfa Laval 1.54% 556.00 +1.53% +1.91% +1.46% +21.38% 82
NEM.DE Nemetschek 1.54% 61.35 +2.94% +5.41% -1.76% -33.89% 59
KGX.DE Kion Group 1.54% 41.77 +0.38% -3.76% +4.43% -38.80% 85
NKT.CO NKT A/S 1.54% 931.50 +2.59% +1.80% -1.32% +16.66% 61
TEMN.SW Temenos 1.54% 67.10 +0.15% -3.31% -8.21% -15.70% 21
MELE.BR Melexis 1.54% 65.45 +0.77% +1.47% -0.53% +13.83% 69
TOM.OL Tomra Systems 1.54% 91.70 +1.55% -3.32% -13.33% -31.35% 7
COTN.SW Comet Holding 1.54% 335.00 +3.72% -1.59% -4.61% +49.13% 39
OXIG.L Oxford Instruments 1.54% 2752.00 +0.88% +1.18% -3.44% +34.24% 49
NOD.OL Nordic Semi 1.54% 178.00 +4.09% +6.40% +9.88% +33.53% 95
OVH.PA OVHcloud 1.54% 17.69 +7.08% +21.08% +7.21% +142.66% 93
KTN.VI Kontron AG 1.54% 20.44 +0.10% -1.73% -5.37% -10.19% 34
RR.L Rolls-Royce 1.54% 1479.80 +2.72% +3.48% -3.77% +29.25% 46
BAS.DE BASF 1.54% 52.37 +0.46% -1.82% +1.12% +23.11% 75
SGO.PA Saint-Gobain 1.54% 70.34 +0.98% -1.37% -12.95% -19.11% 8
EVK.DE Evonik 1.54% 17.55 -0.11% -3.20% -5.39% +31.36% 33
SY1.DE Symrise 1.54% 90.10 -1.49% +2.43% +2.90% +30.81% 84
SAN.PA Sanofi 1.54% 75.26 +1.22% +2.30% -4.20% -3.93% 41
AIR.PA Airbus 1.54% 195.50 -0.40% -0.14% -6.03% +0.36% 30
AFX.DE Carl Zeiss Meditec 1.54% 29.02 -4.22% -6.51% -9.99% -25.82% 15
SGE.L Sage Group 1.54% 1034.00 +2.22% +5.53% -2.73% -3.24% 52
INF.L Informa 1.54% 893.00 +0.72% +2.13% -0.16% +1.02% 70
YAR.OL Yara International 1.54% 460.70 +1.52% -0.13% +5.38% +11.28% 90
CEVI.ST CellaVision 1.54% 165.00 +1.10% +4.30% +5.23% +7.30% 89
TIETO.HE Tietoevry 1.54% 19.04 +0.05% +0.21% -0.73% +6.69% 67
P4O.DE Plan Optik 1.54% 7.26 -1.89% +2.83% -11.25% 13
M7U.DE Nynomic 1.54% 23.80 -1.24% -4.42% +15.53% +141.87% 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 2026-09-17: over 21 sessions the fund returned -3.67% while its median constituent returned -3.44% — a dispersion of 6.96 pp; 52% 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 2026-09-17: fund +1.76%, median member +1.10%, 49 advancers vs 12 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.