Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-08-28 ·holdings as of 2026-08-28

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -1.62pp sector return − SPY
RS vs Nasdaq-100 21d -2.70pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +2.11% · A/D +133 (+2.18/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 -3.14% +0.21 +18pp +3.41pp Improving
1 month +2.11% +2.18 +3pp -1.53pp Confirming ↑
1 quarter -3.61% +0.41 +30pp +8.95pp Improving

Over the last 126 sessions: price up +24.13%, breadth up (+3.74/name) · % beating 46→62 · median−ETF -1.91pp→+1.72pp.

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 2026-08-28.

5-day 62.3% 38/61 above
20-day 55.74% 34/61 above
50-day 57.38% 35/61 above
100-day 60.66% 37/61 above
150-day 73.77% 45/61 above
200-day 80.33% 49/61 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 20 (33%) 8 (13%) +12
1-Month 10 (16%) 2 (3%) +8
3-Month 6 (10%) 0 (0%) +6
6-Month 4 (7%) 0 (0%) +4
52-Week 2 (3%) 0 (0%) +2
YTD 2 (3%) 0 (0%) +2

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -3.92% +0.00% +3.92pp 30 / 30 58 / 3 3 of 61 ±2.05%
5d -3.14% -0.07% +3.07pp 29 / 31 53 / 8 8 of 61 ±4.11%
21d +2.11% +3.83% +1.72pp 48 / 12 38 / 23 11 of 61 ±10.56%
YTD +32.81% +17.82% -14.98pp 43 / 17 21 / 39 1 of 60 ±60.95%

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)

  • ATS.VI+5.04%+0.08pp
  • P4O.DE+4.31%+0.07pp
  • LR.PA+2.38%+0.04pp
  • BAS.DE+1.96%+0.03pp
  • YAR.OL+1.87%+0.03pp
  • BNTX-8.37%-0.13pp
  • ARM-6.33%-0.1pp
  • NBIS-4.26%-0.07pp
  • STM-3.82%-0.06pp
  • ETN-3.19%-0.05pp

This month (21d)

  • M7U.DE+58.25%+0.9pp
  • PATH+46.73%+0.72pp
  • SAP.DE+22.70%+0.35pp
  • NEM.DE+21.98%+0.34pp
  • VWS.CO+19.93%+0.31pp
  • STM-6.94%-0.11pp
  • KTN.VI-5.27%-0.08pp
  • IFX.DE-4.02%-0.06pp
  • MELE.BR-3.64%-0.06pp
  • P4O.DE-3.20%-0.05pp

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+58.25%
  • PATH+46.73%
  • SAP.DE+22.70%
  • NEM.DE+21.98%
  • VWS.CO+19.93%
  • STM-6.94%
  • KTN.VI-5.27%
  • IFX.DE-4.02%
  • MELE.BR-3.64%
  • P4O.DE-3.20%

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% 1494.40 +0.54% -0.77% +3.78% +62.76% 48
ARM ARM Holdings 1.54% 239.05 -6.33% -1.75% -1.03% +118.69% 10
NBIS Nebius Group 1.54% 209.18 -4.26% -4.54% +11.01% +149.90% 82
MTRS.ST Munters Group 1.54% 169.55 +0.50% -5.41% +0.47% -0.98% 21
VACN.SW VAT Group 1.54% 603.20 -0.49% -0.23% -0.03% +58.22% 18
BESI.AS BE Semiconductor 1.54% 197.50 +1.28% -7.19% +0.00% +48.59% 20
SMHN.DE SUSS MicroTec 1.54% 71.65 -0.07% -2.45% -1.98% +83.06% 8
ASM.AS ASM International 1.54% 825.80 -0.19% -0.55% +4.72% +59.54% 56
PATH UiPath 1.54% 18.15 -0.98% +10.74% +46.73% +10.74% 97
BNTX BioNTech 1.54% 102.08 -8.37% -12.43% +9.94% +7.22% 79
AIXA.DE AIXTRON 1.54% 36.60 -1.32% -2.89% +6.24% +111.50% 70
IFX.DE Infineon 1.54% 57.08 -0.16% +1.98% -4.02% +52.45% 3
ATS.VI AT&S 1.54% 154.20 +5.04% +9.67% +14.73% +378.88% 90
MYCR.ST Mycronic 1.54% 338.20 +0.71% +6.35% +7.78% +53.16% 77
HAG.DE Hensoldt 1.54% 87.20 -2.26% -2.35% +3.83% +18.80% 49
SU.PA Schneider Electric 1.54% 301.75 +1.41% +1.67% +6.03% +28.46% 66
REL.L RELX 1.54% 2672.00 +0.15% +2.30% -0.11% -11.52% 16
ETN Eaton 1.54% 402.78 -3.19% -3.92% +4.36% +26.85% 51
ENR.DE Siemens Energy 1.54% 149.70 -0.36% -2.39% +2.42% +24.87% 39
SAP.DE SAP 1.54% 191.32 +0.76% +1.70% +22.70% -6.62% 95
SIE.DE Siemens AG 1.54% 289.85 +1.01% +3.39% +3.11% +23.78% 43
ABBN.SW ABB 1.54% 80.10 +1.03% -0.12% +1.83% +37.26% 33
SAF.PA Safran 1.54% 344.20 +0.29% +0.17% +1.15% +15.74% 28
DSY.PA Dassault Systèmes 1.54% 23.09 +0.09% +2.94% +14.25% -3.15% 89
SHL.DE Siemens Healthineers 1.54% 39.52 +0.66% -1.69% +6.24% -9.91% 69
HO.PA Thales 1.54% 244.70 -0.81% -3.32% +0.58% +6.48% 23
WKL.AS Wolters Kluwer 1.54% 70.22 +0.14% -1.40% +2.09% -20.51% 36
CAP.PA Capgemini 1.54% 109.45 -0.05% -1.53% +7.30% -23.06% 75
RHM.DE Rheinmetall 1.54% 1154.60 -1.59% -0.07% +1.32% -26.03% 30
PHIA.AS Philips 1.54% 23.08 -0.60% -2.24% +0.87% -0.69% 25
STM STMicroelectronics 1.54% 49.38 -3.82% -2.33% -6.94% +90.90% 0
LR.PA Legrand 1.54% 139.65 +2.38% +3.71% +6.85% +9.74% 72
VWS.CO Vestas 1.54% 211.50 -2.40% +1.54% +19.93% +22.45% 92
PRY.MI Prysmian 1.54% 122.05 -1.25% -1.57% +1.84% +42.35% 34
ALFA.ST Alfa Laval 1.54% 577.20 +0.10% +2.85% +3.40% +26.01% 46
NEM.DE Nemetschek 1.54% 70.75 -0.91% +7.60% +21.98% -23.76% 93
KGX.DE Kion Group 1.54% 45.08 +1.01% +9.68% +12.53% -33.95% 85
NKT.CO NKT A/S 1.54% 933.00 +0.32% +0.00% +4.54% +16.84% 54
TEMN.SW Temenos 1.54% 75.45 -1.18% +1.41% +11.94% -5.21% 84
MELE.BR Melexis 1.54% 66.20 +0.30% +1.85% -3.64% +15.13% 5
TOM.OL Tomra Systems 1.54% 109.80 +0.18% +1.39% +4.47% -17.80% 52
COTN.SW Comet Holding 1.54% 342.00 -1.72% +0.53% +1.48% +52.25% 31
OXIG.L Oxford Instruments 1.54% 2840.00 -0.56% -0.21% +3.35% +38.54% 44
NOD.OL Nordic Semi 1.54% 167.70 -1.24% +2.82% +5.74% +25.81% 64
OVH.PA OVHcloud 1.54% 15.37 +0.13% -5.59% +2.19% +110.84% 38
KTN.VI Kontron AG 1.54% 22.30 +0.00% +1.09% -5.27% -2.02% 2
RR.L Rolls-Royce 1.54% 1530.20 +0.03% +1.86% +4.99% +33.65% 59
BAS.DE BASF 1.54% 52.52 +1.96% +1.65% +2.50% +23.46% 41
SGO.PA Saint-Gobain 1.54% 79.78 +0.40% -1.75% +4.92% -8.26% 57
EVK.DE Evonik 1.54% 18.79 +1.46% +2.23% +7.07% +40.64% 74
SY1.DE Symrise 1.54% 92.90 +1.13% +3.22% +1.13% +34.87% 26
SAN.PA Sanofi 1.54% 77.25 -0.04% -2.14% +6.16% -1.39% 67
AIR.PA Airbus 1.54% 203.05 -0.17% -0.32% -0.47% +4.23% 15
AFX.DE Carl Zeiss Meditec 1.54% 32.16 -0.06% -0.99% +5.72% -17.79% 62
SGE.L Sage Group 1.54% 1092.00 -1.04% -0.55% +12.88% +2.19% 87
INF.L Informa 1.54% 901.40 +1.14% +0.07% -0.54% +1.97% 13
YAR.OL Yara International 1.54% 446.40 +1.87% -0.82% -0.89% +7.83% 11
CEVI.ST CellaVision 1.54% 164.20 -0.36% +0.37% +10.65% +6.78% 80
TIETO.HE Tietoevry 1.54% 19.70 +0.15% +2.93% +5.18% +10.39% 61
P4O.DE Plan Optik 1.54% 7.26 +4.31% -8.10% -3.20% 7
M7U.DE Nynomic 1.54% 23.50 -2.49% +8.29% +58.25% +138.82% 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 2026-08-28: over 21 sessions the fund returned +2.11% while its median constituent returned +3.83% — a dispersion of 10.56 pp; 62% of 61 members beat the fund. Broad advance - breadth is rising with price.

How did EUROAI's members trade in the last session?

As of 2026-08-28: fund -3.92%, median member +0.00%, 30 advancers vs 30 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.