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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&S——215.00+0.00%-5.29%+29.21%+19.44%+187.43%+700.74%
VACN.SWVAT Group——664.60-1.10%-6.34%+8.17%-4.32%+20.44%+84.41%
OXIG.LOxford Instruments——29.72+0.47%-2.50%+7.68%+3.48%+6.44%+62.40%
ASML.ASASML——1575.80-1.61%-4.85%+6.59%+1.70%+28.89%+80.50%
ASM.ASASM International——876.40-0.81%-7.53%+5.56%-5.09%+14.11%+60.22%
MYCR.STMycronic——337.80-1.34%-4.85%+5.43%-2.26%+33.84%+50.80%
COTN.SWComet Holding——350.40-1.07%-8.08%+2.10%-7.69%+15.72%+69.93%
NOD.OLNordic Semi——171.90-1.53%-8.81%-1.88%+5.07%+1.24%+8.46%
MELE.BRMelexis——64.36-1.16%-6.04%-3.14%-12.07%+5.86%-0.29%
BESI.ASBE Semiconductor——175.60-2.15%-13.50%-7.21%-28.03%-20.36%+20.69%
SMHN.DESUSS MicroTec——64.00——————
AIXA.DEAIXTRON——35.55——————
IFX.DEInfineon——57.22——————
STMSTMicroelectronics——50.48——————
P4O.DEPlan Optik——8.52——————

FAQ · from the current data · as of 2026-10-12

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 2026-10-12: leading — AT&S (ATS.VI) +29.21%; VAT Group (VACN.SW) +8.17%; Oxford Instruments (OXIG.L) +7.68%. Lagging — BE Semiconductor (BESI.AS) -7.21%; Melexis (MELE.BR) -3.14%; Nordic Semi (NOD.OL) -1.88%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-10-12: AT&S (ATS.VI) +700.74%; VAT Group (VACN.SW) +84.41%; ASML (ASML.AS) +80.50%. Weakest: Melexis (MELE.BR) -0.29%; Nordic Semi (NOD.OL) +8.46%; BE Semiconductor (BESI.AS) +20.69%.

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.