ASML+74.46%15.0%
BESI.AS+47.63%12.5%
CANATU.HE-31.05%12.5%
ASM.AS+75.99%10.0%
SMHN.XETRA+89.67%10.0%
AIXA.XETRA+121.02%7.5%
SOI.PA+609.70%7.5%
LPK.XETRA+193.21%5.0%
MYCR.ST+48.70%5.0%
TPE.XETRA+52.57%5.0%
VACN.SW+72.90%5.0%
WAF.XETRA+65.32%5.0%
As of Oct 2, 2026, 9:55 PM ET
EU Chips Act '26: Equipment & Upstream Materials Constituents
ASML Holding N.V.ASML | 15.0% | 3.25% | 6.79% | 10.95% | 3.21% | 74.46% | 28.68% | 179.00% | 81.19% | 124.85% | 160.23% | $719.69B |
BE Semiconductor Industries N.V.BESI.AS | 12.5% | 7.00% | 5.47% | 4.01% | 7.00% | 47.63% | 3.77% | 118.23% | 48.29% | 86.16% | 234.08% | $18.26B |
Canatu Oyj ACANATU.HE | 12.5% | 0.00% | -0.50% | -1.90% | 0.34% | -31.05% | -39.76% | -42.66% | -33.60% | -53.72% | -48.02% | $214.3M |
ASM International N.V.ASM.AS | 10.0% | 5.45% | 8.47% | 15.80% | 5.45% | 75.99% | 26.95% | 137.90% | 65.33% | 64.15% | 185.30% | $52.10B |
SÃSS MicroTec SESMHN.XETRA | 10.0% | 4.62% | 3.95% | 10.46% | 4.62% | 89.67% | 33.62% | 128.72% | 125.91% | 17.24% | 237.57% | $1.66B |
Aixtron SeAIXA.XETRA | 7.5% | 7.62% | 7.73% | 8.63% | 7.62% | 121.02% | 37.93% | 307.26% | 157.72% | 160.18% | 88.32% | $5.04B |
Soitec S.A.SOI.PA | 7.5% | 7.66% | 10.94% | 49.00% | 7.66% | 609.70% | 300.52% | 247.74% | 282.20% | 97.30% | -11.11% | $6.86B |
LPKF Laser & Electronics AGLPK.XETRA | 5.0% | 5.92% | 17.07% | 26.87% | 5.92% | 193.21% | 120.46% | 112.28% | 127.69% | 99.07% | -13.97% | $468.8M |
Mycronic AB (publ)MYCR.ST | 5.0% | 4.13% | 3.91% | 13.49% | 4.13% | 48.70% | 58.49% | 67.88% | 56.47% | 93.34% | 202.35% | $6.96B |
PVA TePla AGTPE.XETRA | 5.0% | 4.22% | 14.13% | 17.81% | 4.22% | 52.57% | 26.37% | 168.90% | 20.98% | 183.60% | -2.74% | $841.5M |
Siltronic AGWAF.XETRA | 5.0% | 6.68% | 0.14% | 5.84% | 6.68% | 65.32% | 40.19% | 115.42% | 50.16% | 28.66% | -33.50% | $3.12B |
VAT Group AGVACN.SW | 5.0% | 2.79% | 4.71% | 12.63% | 2.79% | 72.90% | 18.90% | 139.85% | 88.62% | 73.20% | 130.66% | $25.28B |
| Theme return | — | 4.70% | 6.28% | 12.67% | 4.73% | 90.94% | 39.49% | 143.40% | 87.10% | 87.68% | 149.14% | — |
| Average | 8.3% | 4.94% | 6.90% | 14.47% | 4.97% | 118.34% | 54.68% | 140.04% | 89.25% | 81.17% | 94.10% | $70.04B |
| Median | 7.5% | 5.04% | 6.13% | 11.79% | 5.04% | 73.68% | 31.15% | 133.31% | 73.26% | 89.75% | 109.49% | $5.95B |
| Std Dev | 3.4% | 2.16% | 5.00% | 12.51% | 2.10% | 156.25% | 82.03% | 82.91% | 76.05% | 61.09% | 105.89% | $196.41B |
| Min | 5.0% | 0.00% | -0.50% | -1.90% | 0.34% | -31.05% | -39.76% | -42.66% | -33.60% | -53.72% | -48.02% | $214.3M |
| Max | 15.0% | 7.66% | 17.07% | 49.00% | 7.66% | 609.70% | 300.52% | 307.26% | 282.20% | 183.60% | 237.57% | $719.69B |
| % Positive Tickers | 91.67% | 91.67% | 91.67% | 100.00% | 91.67% | 91.67% | 91.67% | 91.67% | 91.67% | 58.33% |
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