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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——226.00-0.44%+4.63%+28.85%+17.83%+239.34%+754.44%
OXIG.LOxford Instruments——31.05+2.10%+4.33%+13.56%+10.73%+19.78%+56.02%
VACN.SWVAT Group——698.20-1.61%+2.71%+10.90%+3.01%+34.53%+96.12%
MYCR.STMycronic——359.00+1.13%+6.40%+10.80%+20.96%+52.77%+65.63%
ASM.ASASM International——947.40-4.22%+7.08%+9.88%+2.22%+25.02%+73.33%
NOD.OLNordic Semi——188.61+0.06%+2.51%+9.66%+10.11%+19.38%+19.30%
ASML.ASASML——1636.40-1.20%+2.20%+9.06%+2.10%+28.85%+92.56%
COTN.SWComet Holding——372.80-1.57%+1.09%+5.43%-4.36%+38.59%+80.62%
MELE.BRMelexis——69.81+1.17%+0.37%+2.88%-10.33%+22.36%+5.85%
SMHN.DESUSS MicroTec——72.25+1.47%+1.47%-5.12%-11.84%+18.54%+109.30%
BESI.ASBE Semiconductor——192.05-5.39%-0.23%-5.16%-24.63%-9.20%+32.08%
AIXA.DEAIXTRON——39.40——————
IFX.DEInfineon——64.68——————
STMSTMicroelectronics——58.72——————
P4O.DEPlan Optik——8.94——————

FAQ · from the current data · as of 2026-10-06

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 2026-10-06: leading — AT&S (ATS.VI) +28.85%; Oxford Instruments (OXIG.L) +13.56%; VAT Group (VACN.SW) +10.90%. Lagging — BE Semiconductor (BESI.AS) -5.16%; SUSS MicroTec (SMHN.DE) -5.12%; Melexis (MELE.BR) +2.88%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-10-06: AT&S (ATS.VI) +754.44%; SUSS MicroTec (SMHN.DE) +109.30%; VAT Group (VACN.SW) +96.12%. Weakest: Melexis (MELE.BR) +5.85%; Nordic Semi (NOD.OL) +19.30%; BE Semiconductor (BESI.AS) +32.08%.

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.