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
NOD.OLNordic Semi169.93-3.42%+1.09%-0.04%-10.89%+14.59%+11.14%
MYCR.STMycronic308.80-3.62%-1.40%-7.49%-2.22%+44.67%+46.07%
ATS.VIAT&S151.40-9.01%-8.46%-9.77%-22.76%+187.29%+702.76%
OXIG.LOxford Instruments26.31-5.43%-3.77%-10.81%-10.14%+4.61%+43.77%
MELE.BRMelexis63.72-3.99%-3.24%-10.95%-20.51%+19.09%-1.14%
VACN.SWVAT Group567.40-7.65%-7.38%-12.98%-14.73%+10.13%+97.08%
IFX.DEInfineon54.04-7.54%-4.96%-13.54%-31.84%+37.04%+70.18%
ASML.ASASML1387.80-6.13%-5.42%-13.77%-12.78%+15.90%+89.36%
ASM.ASASM International759.20-8.55%-8.00%-16.37%-23.14%+11.35%+66.53%
COTN.SWComet Holding313.93-8.92%-11.22%-18.37%-24.02%+26.59%+78.37%
P4O.DEPlan Optik7.02-1.96%-2.23%-18.94%-25.32%+36.31%+72.91%
AIXA.DEAIXTRON33.32-13.12%-7.83%-20.40%-40.73%-0.33%+173.68%
SMHN.DESUSS MicroTec64.65-13.05%-10.70%-22.94%-33.83%+7.21%+147.70%
BESI.ASBE Semiconductor175.95-7.03%-10.53%-25.19%-41.13%-3.85%+50.90%
STMSTMicroelectronics47.78

FAQ · from the current data · as of 2026-09-14

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 2026-09-14: leading — Nordic Semi (NOD.OL) -0.04%; Mycronic (MYCR.ST) -7.49%; AT&S (ATS.VI) -9.77%. Lagging — BE Semiconductor (BESI.AS) -25.19%; SUSS MicroTec (SMHN.DE) -22.94%; AIXTRON (AIXA.DE) -20.40%. Returns are close-to-close in each name's trading currency.

Which Semi Equipment names have done best over one year?

As of 2026-09-14: AT&S (ATS.VI) +702.76%; AIXTRON (AIXA.DE) +173.68%; SUSS MicroTec (SMHN.DE) +147.70%. Weakest: Melexis (MELE.BR) -1.14%; Nordic Semi (NOD.OL) +11.14%; Oxford Instruments (OXIG.L) +43.77%.

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.