Constituent dispersion · breadth vs the index

EUROAI — Euro-AI Sovereign 50 (EW)

61/65 covered · 94% by weight · benchmark: EUROAI price · closes through 2026-09-14 ·holdings as of 2026-09-14

Concentration 8.2% in top 5 60.98 effective names · HHI 164
RS vs S&P 500 21d -7.14pp sector return − SPY
RS vs Nasdaq-100 21d -6.20pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -9.33% · A/D -140 (-2.3/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 -5.10% -1.41 +13pp +1.71pp Confirming ↓
1 month -9.33% -2.3 +18pp +4.00pp Confirming ↓
1 quarter -6.67% -1.28 +23pp +6.87pp Confirming ↓

Over the last 126 sessions: price up +24.14%, breadth up (+3.36/name) · % beating 39→56 · median−ETF -2.55pp→+0.90pp.

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 2026-09-14.

5-day 29.51% 18/61 above
20-day 14.75% 9/61 above
50-day 32.79% 20/61 above
100-day 34.43% 21/61 above
150-day 49.18% 30/61 above
200-day 60.66% 37/61 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 11 (18%) 35 (57%) -24
1-Month 0 (0%) 25 (41%) -25
3-Month 0 (0%) 14 (23%) -14
6-Month 0 (0%) 2 (3%) -2
52-Week 0 (0%) 0 (0%) +0
YTD 0 (0%) 1 (2%) -1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -2.61% -2.55% +0.05pp 23 / 38 32 / 29 8 of 61 ±4.8%
5d -5.10% -4.49% +0.60pp 10 / 51 37 / 24 13 of 61 ±4.89%
21d -9.33% -8.87% +0.47pp 11 / 50 33 / 28 7 of 61 ±8.83%
YTD +28.60% +10.80% -17.80pp 41 / 19 18 / 42 2 of 60 ±60.79%

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)

  • WKL.AS+6.76%+0.1pp
  • PATH+6.62%+0.1pp
  • CAP.PA+6.61%+0.1pp
  • SGE.L+5.27%+0.08pp
  • REL.L+5.17%+0.08pp
  • AIXA.DE-11.24%-0.17pp
  • ARM-9.74%-0.15pp
  • SMHN.DE-9.45%-0.15pp
  • ATS.VI-9.01%-0.14pp
  • COTN.SW-8.92%-0.14pp

This month (21d)

  • M7U.DE+19.79%+0.3pp
  • YAR.OL+10.18%+0.16pp
  • BNTX+7.32%+0.11pp
  • CEVI.ST+5.37%+0.08pp
  • REL.L+4.50%+0.07pp
  • BESI.AS-24.65%-0.38pp
  • MTRS.ST-24.42%-0.38pp
  • SMHN.DE-22.57%-0.35pp
  • HAG.DE-20.00%-0.31pp
  • P4O.DE-19.86%-0.31pp

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+19.79%
  • YAR.OL+10.18%
  • BNTX+7.32%
  • CEVI.ST+5.37%
  • REL.L+4.50%
  • BESI.AS-24.65%
  • MTRS.ST-24.42%
  • SMHN.DE-22.57%
  • HAG.DE-20.00%
  • P4O.DE-19.86%

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% 1387.80 -6.13% -7.50% -12.14% +51.15% 30
ARM ARM Holdings 1.54% 239.01 -9.74% -5.19% -14.23% +118.65% 21
NBIS Nebius Group 1.54% 212.19 -5.50% -6.27% -16.80% +153.50% 16
MTRS.ST Munters Group 1.54% 140.35 -4.72% -13.02% -24.42% -18.04% 2
VACN.SW VAT Group 1.54% 567.40 -7.65% -9.88% -12.09% +48.83% 33
BESI.AS BE Semiconductor 1.54% 175.95 -7.03% -13.11% -24.65% +32.38% 0
SMHN.DE SUSS MicroTec 1.54% 64.65 -9.45% -15.10% -22.57% +65.18% 3
ASM.AS ASM International 1.54% 759.20 -8.55% -11.95% -15.06% +46.68% 18
PATH UiPath 1.54% 14.66 +6.62% -3.49% -12.11% -10.56% 31
BNTX BioNTech 1.54% 98.86 +2.20% -4.72% +7.32% +3.84% 95
AIXA.DE AIXTRON 1.54% 33.32 -11.24% -14.52% -19.26% +92.55% 8
IFX.DE Infineon 1.54% 54.04 -7.72% -11.10% -12.46% +44.33% 28
ATS.VI AT&S 1.54% 151.40 -9.01% -13.68% -12.59% +370.19% 26
MYCR.ST Mycronic 1.54% 308.80 -3.62% -4.69% -6.54% +39.84% 56
HAG.DE Hensoldt 1.54% 76.86 +0.29% -2.93% -20.00% +4.71% 5
SU.PA Schneider Electric 1.54% 272.05 -6.54% -7.94% -11.21% +15.82% 38
REL.L RELX 1.54% 2603.00 +5.17% +1.21% +4.50% -13.81% 92
ETN Eaton 1.54% 393.16 -7.57% -4.31% -13.27% +23.82% 23
ENR.DE Siemens Energy 1.54% 132.66 -8.04% -10.65% -17.46% +10.65% 11
SAP.DE SAP 1.54% 186.26 +5.08% +1.89% +3.40% -9.09% 90
SIE.DE Siemens AG 1.54% 261.80 -1.08% -3.18% -7.82% +11.80% 52
ABBN.SW ABB 1.54% 75.44 -4.09% -4.51% -8.87% +29.27% 49
SAF.PA Safran 1.54% 321.60 -2.60% -3.45% -10.79% +8.14% 39
DSY.PA Dassault Systèmes 1.54% 21.25 +4.99% +3.36% -1.98% -10.86% 69
SHL.DE Siemens Healthineers 1.54% 38.99 +1.99% +0.96% -0.81% -11.11% 74
HO.PA Thales 1.54% 230.40 +1.59% -0.48% -14.79% +0.26% 20
WKL.AS Wolters Kluwer 1.54% 70.72 +6.76% +4.15% +1.35% -19.95% 87
CAP.PA Capgemini 1.54% 109.70 +6.61% +4.38% +1.29% -22.88% 85
RHM.DE Rheinmetall 1.54% 996.70 +0.62% -2.36% -17.08% -36.15% 15
PHIA.AS Philips 1.54% 21.66 +2.46% -2.04% -8.45% -6.80% 51
STM STMicroelectronics 1.54% 47.78 -7.24% -8.54% -11.39% +84.72% 36
LR.PA Legrand 1.54% 132.35 -6.70% -8.44% -5.93% +4.01% 59
VWS.CO Vestas 1.54% 205.50 -4.77% -5.82% +0.49% +18.98% 84
PRY.MI Prysmian 1.54% 118.55 -6.84% -3.03% -9.23% +38.27% 46
ALFA.ST Alfa Laval 1.54% 534.20 -2.55% -4.44% -4.13% +16.62% 62
NEM.DE Nemetschek 1.54% 60.00 +2.74% -6.10% -2.83% -35.34% 66
KGX.DE Kion Group 1.54% 40.70 -5.66% -10.13% -2.51% -40.37% 67
NKT.CO NKT A/S 1.54% 880.00 -4.81% -7.76% -8.95% +10.21% 48
TEMN.SW Temenos 1.54% 71.60 +4.60% +1.78% -4.02% -10.05% 64
MELE.BR Melexis 1.54% 63.80 -3.99% -5.97% -9.82% +10.96% 43
TOM.OL Tomra Systems 1.54% 93.50 -1.27% -3.71% -12.78% -30.01% 25
COTN.SW Comet Holding 1.54% 312.60 -8.92% -11.60% -18.72% +39.16% 10
OXIG.L Oxford Instruments 1.54% 2610.00 -5.43% -4.54% -11.53% +27.32% 34
NOD.OL Nordic Semi 1.54% 169.20 -3.42% -1.63% -0.41% +26.93% 79
OVH.PA OVHcloud 1.54% 15.26 +2.35% +6.49% -9.86% +109.33% 41
KTN.VI Kontron AG 1.54% 20.80 -2.62% -5.02% -4.41% -8.61% 61
RR.L Rolls-Royce 1.54% 1423.80 -2.12% -4.49% -6.64% +24.35% 54
BAS.DE BASF 1.54% 52.38 +1.06% -1.23% +2.40% +23.14% 89
SGO.PA Saint-Gobain 1.54% 69.58 -2.71% -6.75% -17.11% -19.99% 13
EVK.DE Evonik 1.54% 17.96 +0.56% -1.75% -0.44% +34.43% 77
SY1.DE Symrise 1.54% 88.24 +1.19% -1.78% -0.90% +28.11% 72
SAN.PA Sanofi 1.54% 75.43 +2.96% -0.34% -0.12% -3.71% 80
AIR.PA Airbus 1.54% 195.00 -2.21% -1.84% -9.47% +0.10% 44
AFX.DE Carl Zeiss Meditec 1.54% 30.28 -0.07% -5.79% -6.20% -22.60% 57
SGE.L Sage Group 1.54% 1008.50 +5.27% -2.37% -0.64% -5.62% 75
INF.L Informa 1.54% 903.40 +1.57% +0.13% -1.97% +2.19% 70
YAR.OL Yara International 1.54% 460.90 +1.90% +0.59% +10.18% +11.33% 97
CEVI.ST CellaVision 1.54% 161.00 -0.25% -0.62% +5.37% +4.70% 93
TIETO.HE Tietoevry 1.54% 19.15 +0.26% -0.67% +0.37% +7.31% 82
P4O.DE Plan Optik 1.54% 7.02 -1.96% -4.62% -19.86% 7
M7U.DE Nynomic 1.54% 23.00 -6.12% -7.26% +19.79% +133.74% 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 2026-09-14: over 21 sessions the fund returned -9.33% while its median constituent returned -8.87% — a dispersion of 8.83 pp; 54% of 61 members beat the fund. Broad decline - breadth is falling with price.

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

As of 2026-09-14: fund -2.61%, median member -2.55%, 23 advancers vs 38 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.