Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-08-07 ·holdings as of 2026-08-07

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d +1.01pp sector return − SPY
RS vs Nasdaq-100 21d +3.91pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +3.88% · A/D +33 (+0.54/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 +6.59% +1.79 -10pp -3.74pp Confirming ↑
1 month +3.88% +0.54 +1pp -1.16pp Confirming ↑
1 quarter +11.25% +1.36 +8pp +5.20pp Confirming ↑

Over the last 126 sessions: price up +30.89%, breadth up (+3.43/name) · % beating 56→44 · median−ETF +2.07pp→-1.76pp.

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 2026-08-07.

5-day 78.69% 48/61 above
20-day 80.33% 49/61 above
50-day 55.74% 34/61 above
100-day 65.57% 40/61 above
150-day 80.33% 49/61 above
200-day 77.05% 47/61 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 27 (44%) 4 (7%) +23
1-Month 13 (21%) 1 (2%) +12
3-Month 10 (16%) 1 (2%) +9
6-Month 6 (10%) 1 (2%) +5
52-Week 3 (5%) 0 (0%) +3
YTD 3 (5%) 0 (0%) +3

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.87% +0.54% -1.33pp 38 / 22 18 / 43 17 of 61 ±2.02%
5d +6.59% +4.68% -1.91pp 56 / 5 18 / 43 11 of 61 ±4.63%
21d +3.88% +2.12% -1.76pp 36 / 25 27 / 34 3 of 61 ±11.73%
YTD +38.50% +19.83% -18.67pp 40 / 20 19 / 41 0 of 60 ±60.07%

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)

  • PATH+7.50%+0.12pp
  • NEM.DE+6.97%+0.11pp
  • STM+5.29%+0.08pp
  • SMHN.DE+5.18%+0.08pp
  • SAP.DE+4.08%+0.06pp
  • ATS.VI-2.84%-0.04pp
  • KGX.DE-1.67%-0.03pp
  • YAR.OL-1.58%-0.02pp
  • M7U.DE-1.45%-0.02pp
  • P4O.DE-1.45%-0.02pp

This month (21d)

  • SAP.DE+29.20%+0.45pp
  • PATH+27.54%+0.42pp
  • SGE.L+26.23%+0.4pp
  • CAP.PA+22.75%+0.35pp
  • DSY.PA+22.19%+0.34pp
  • ATS.VI-25.13%-0.39pp
  • STM-21.42%-0.33pp
  • IFX.DE-15.36%-0.24pp
  • ARM-13.82%-0.21pp
  • BESI.AS-13.11%-0.2pp

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)

  • SAP.DE+29.20%
  • PATH+27.54%
  • SGE.L+26.23%
  • CAP.PA+22.75%
  • DSY.PA+22.19%
  • ATS.VI-25.13%
  • STM-21.42%
  • IFX.DE-15.36%
  • ARM-13.82%
  • BESI.AS-13.11%

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% 1499.00 +0.33% +4.52% -6.48% +63.27% 21
ARM ARM Holdings 1.54% 282.57 -1.43% +17.89% -13.82% +158.50% 5
NBIS Nebius Group 1.54% 187.97 -1.01% -1.28% -13.06% +124.56% 8
MTRS.ST Munters Group 1.54% 179.90 -0.80% +6.45% +10.13% +5.06% 72
VACN.SW VAT Group 1.54% 633.20 -0.19% +5.18% -6.58% +66.09% 20
BESI.AS BE Semiconductor 1.54% 221.40 +1.93% +11.68% -13.11% +66.58% 7
SMHN.DE SUSS MicroTec 1.54% 83.20 +5.18% +11.83% +1.53% +112.57% 44
ASM.AS ASM International 1.54% 854.00 +2.52% +6.59% -7.85% +64.99% 13
PATH UiPath 1.54% 15.05 +7.50% +17.95% +27.54% -8.18% 97
BNTX BioNTech 1.54% 93.67 +2.72% +3.41% +0.74% -1.61% 43
AIXA.DE AIXTRON 1.54% 40.11 +2.50% +10.59% -11.40% +131.78% 10
IFX.DE Infineon 1.54% 62.08 +2.92% +0.66% -15.36% +65.80% 3
ATS.VI AT&S 1.54% 143.60 -2.84% +9.79% -25.13% +345.96% 0
MYCR.ST Mycronic 1.54% 324.00 -0.61% +3.25% +9.16% +46.73% 69
HAG.DE Hensoldt 1.54% 90.32 -0.04% +13.24% +21.69% +23.05% 90
SU.PA Schneider Electric 1.54% 303.70 +1.03% +4.87% +12.48% +29.29% 77
REL.L RELX 1.54% 2627.00 +0.92% +0.77% +10.61% -13.01% 75
ETN Eaton 1.54% 448.68 +0.36% +8.33% +10.56% +41.31% 74
ENR.DE Siemens Energy 1.54% 153.54 -0.09% +4.14% -1.73% +28.07% 33
SAP.DE SAP 1.54% 177.96 +4.08% +12.86% +29.20% -13.14% 98
SIE.DE Siemens AG 1.54% 279.80 +2.45% -1.01% +2.19% +19.49% 51
ABBN.SW ABB 1.54% 81.76 -0.68% +2.82% -3.45% +40.10% 28
SAF.PA Safran 1.54% 357.40 +0.62% +5.61% +5.12% +20.17% 59
DSY.PA Dassault Systèmes 1.54% 22.25 +2.39% +10.97% +22.19% -6.67% 92
SHL.DE Siemens Healthineers 1.54% 39.51 +1.05% +7.19% +14.92% -9.93% 84
HO.PA Thales 1.54% 264.80 +0.08% +7.69% +16.75% +15.23% 87
WKL.AS Wolters Kluwer 1.54% 70.08 +0.66% +3.24% +16.96% -20.67% 89
CAP.PA Capgemini 1.54% 109.25 +0.00% +6.59% +22.75% -23.20% 93
RHM.DE Rheinmetall 1.54% 1146.40 -1.09% +0.56% +13.15% -26.56% 80
PHIA.AS Philips 1.54% 23.13 +0.70% +1.72% -3.30% -0.47% 30
STM STMicroelectronics 1.54% 56.10 +5.29% +7.08% -21.42% +116.88% 2
LR.PA Legrand 1.54% 140.20 +0.83% +6.70% -0.81% +10.18% 38
VWS.CO Vestas 1.54% 178.05 +1.08% +2.01% -1.25% +3.08% 36
PRY.MI Prysmian 1.54% 126.00 +1.20% +4.83% -7.73% +46.95% 15
ALFA.ST Alfa Laval 1.54% 569.00 -0.59% +0.96% +1.57% +24.22% 46
NEM.DE Nemetschek 1.54% 60.60 +6.97% +4.39% +7.73% -34.70% 64
KGX.DE Kion Group 1.54% 40.75 -1.67% +4.68% -0.02% -40.29% 39
NKT.CO NKT A/S 1.54% 923.00 -1.12% +4.41% -1.76% +15.59% 31
TEMN.SW Temenos 1.54% 70.85 +1.94% +5.83% +1.65% -10.99% 48
MELE.BR Melexis 1.54% 72.00 +0.91% +5.42% -7.51% +25.22% 16
TOM.OL Tomra Systems 1.54% 108.50 +0.18% +3.53% +13.49% -18.78% 82
COTN.SW Comet Holding 1.54% 363.80 -0.44% +11.46% -6.67% +61.95% 18
OXIG.L Oxford Instruments 1.54% 2888.00 -0.35% +5.71% +0.42% +40.88% 41
NOD.OL Nordic Semi 1.54% 164.70 -0.90% +3.78% -3.85% +23.56% 26
OVH.PA OVHcloud 1.54% 15.91 +2.12% +6.49% +4.33% +118.24% 57
KTN.VI Kontron AG 1.54% 21.78 +3.42% -4.72% -5.14% -4.31% 25
RR.L Rolls-Royce 1.54% 1530.00 -0.22% +4.64% +6.52% +33.63% 62
BAS.DE BASF 1.54% 51.50 +0.35% +2.18% +8.56% +21.07% 66
SGO.PA Saint-Gobain 1.54% 85.44 +0.85% +5.12% +14.96% -1.75% 85
EVK.DE Evonik 1.54% 18.01 -0.22% +2.68% +9.88% +34.81% 70
SY1.DE Symrise 1.54% 91.92 +0.11% +3.16% +3.82% +33.45% 54
SAN.PA Sanofi 1.54% 75.31 +1.35% +1.13% -1.53% -3.87% 34
AIR.PA Airbus 1.54% 213.60 +0.54% +5.64% +8.69% +9.65% 67
AFX.DE Carl Zeiss Meditec 1.54% 29.90 +2.05% -1.97% +2.12% -23.57% 49
SGE.L Sage Group 1.54% 1048.50 +2.04% +7.74% +26.23% -1.88% 95
INF.L Informa 1.54% 904.40 -0.09% +2.94% +2.31% +2.31% 52
YAR.OL Yara International 1.54% 416.20 -1.58% -6.83% -5.67% +0.53% 23
CEVI.ST CellaVision 1.54% 152.40 +3.11% +3.53% +13.06% -0.90% 79
TIETO.HE Tietoevry 1.54% 18.73 +0.05% +1.02% +5.34% +4.96% 61
P4O.DE Plan Optik 1.54% 8.14 -1.45% +9.41% -8.95% 11
M7U.DE Nynomic 1.54% 16.95 -1.45% +1.80% +3.99% +72.26% 56

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.