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) 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&S154.20+11.74%+7.83%+29.36%+10.46%+200.58%+646.73%
ASM.ASASM International825.80+0.39%+0.15%+14.69%-4.80%+15.63%+98.18%
NOD.OLNordic Semi168.27-1.24%+3.30%+10.78%-15.57%+18.92%+1.80%
COTN.SWComet Holding343.82-1.72%+1.01%+10.55%-4.17%+13.85%+88.50%
AIXA.DEAIXTRON36.60-2.89%-1.90%+9.78%-34.20%+32.61%+184.27%
ASML.ASASML1494.40-0.21%-0.73%+9.70%+7.20%+21.16%+134.93%
MYCR.STMycronic338.20+2.36%+6.96%+9.17%+13.49%+68.30%+55.49%
OXIG.LOxford Instruments28.48+0.98%+2.80%+7.29%-11.95%+8.48%+54.59%
IFX.DEInfineon57.08+1.98%+3.01%+4.77%-28.96%+24.56%+57.18%
BESI.ASBE Semiconductor197.50+1.28%-6.31%+4.22%-29.01%+4.28%+71.00%
VACN.SWVAT Group603.20-0.85%-0.30%+3.96%+1.34%+9.87%+121.44%
P4O.DEPlan Optik7.26+8.04%-11.03%+3.71%-41.21%+30.81%+92.06%
SMHN.DESUSS MicroTec71.65+3.54%-0.76%+3.54%-18.58%+29.57%+171.40%
MELE.BRMelexis65.53+0.51%+0.82%-2.19%-19.44%+15.27%-3.56%
STMSTMicroelectronics49.38-2.33%-2.33%-6.94%-28.75%+46.92%+81.81%

FAQ · from the current data · as of 2026-08-28

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 2026-08-28: leading — AT&S (ATS.VI) +29.36%; ASM International (ASM.AS) +14.69%; Nordic Semi (NOD.OL) +10.78%. Lagging — STMicroelectronics (STM) -6.94%; Melexis (MELE.BR) -2.19%; SUSS MicroTec (SMHN.DE) +3.54%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-08-28: AT&S (ATS.VI) +646.73%; AIXTRON (AIXA.DE) +184.27%; SUSS MicroTec (SMHN.DE) +171.40%. Weakest: Melexis (MELE.BR) -3.56%; Nordic Semi (NOD.OL) +1.80%; Oxford Instruments (OXIG.L) +54.59%.

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.