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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——219.50-2.88%+9.48%+31.28%+17.51%+231.07%+722.10%
OXIG.LOxford Instruments——30.76-2.06%+1.84%+11.44%+6.94%+18.94%+50.77%
NOD.OLNordic Semi——188.01+0.65%+2.85%+9.76%+11.78%+17.95%+16.56%
VACN.SWVAT Group——682.20-2.29%+0.21%+8.25%+0.24%+27.70%+93.86%
MYCR.STMycronic——345.00-3.90%+2.01%+8.08%+16.40%+46.93%+58.99%
ASM.ASASM International——898.60-5.15%+1.19%+6.82%-1.30%+21.07%+69.42%
ASML.ASASML——1610.20-1.60%+0.84%+6.07%+2.63%+27.81%+97.84%
IFX.DEInfineon——60.95-5.77%+2.44%+4.28%-15.91%+41.98%+84.36%
COTN.SWComet Holding——363.51-3.84%-2.12%+3.21%-8.62%+33.64%+75.44%
MELE.BRMelexis——67.86-2.74%-1.72%+2.05%-6.14%+19.16%+5.38%
AIXA.DEAIXTRON——38.05-3.43%+0.34%-0.78%-12.79%+3.54%+175.82%
BESI.ASBE Semiconductor——175.75-8.49%-8.37%-9.96%-31.16%-15.06%+25.27%
SMHN.DESUSS MicroTec——65.50——————
STMSTMicroelectronics——56.18——————
P4O.DEPlan Optik——8.86——————

FAQ · from the current data · as of 2026-10-07

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 2026-10-07: leading — AT&S (ATS.VI) +31.28%; Oxford Instruments (OXIG.L) +11.44%; Nordic Semi (NOD.OL) +9.76%. Lagging — BE Semiconductor (BESI.AS) -9.96%; AIXTRON (AIXA.DE) -0.78%; Melexis (MELE.BR) +2.05%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-10-07: AT&S (ATS.VI) +722.10%; AIXTRON (AIXA.DE) +175.82%; ASML (ASML.AS) +97.84%. Weakest: Melexis (MELE.BR) +5.38%; Nordic Semi (NOD.OL) +16.56%; BE Semiconductor (BESI.AS) +25.27%.

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.