
BESI.AS+47.63%4.0%
CANATU.HE-31.05%4.0%

HUBN.SW+22.94%4.0%

XFAB.PA+30.45%4.0%

ACCON.ST-11.94%3.5%

AIXA.XETRA+121.02%3.5%

AL2SI.PA+125.64%3.5%

AMS.SW+201.64%3.5%

ASM.AS+75.99%3.5%

ASML+74.46%3.5%

ERIC-3.11%3.5%

IFX.XETRA+65.18%3.5%

LBIRD.PA+9.99%3.5%

LPK.XETRA+193.21%3.5%

MELE.BR+16.54%3.5%

MYCR.ST+48.70%3.5%

NOD.OL+48.34%3.5%

NOK+64.53%3.5%

OVH.PA+115.71%3.5%
SILEX.ST-29.45%3.5%

SMHN.XETRA+89.67%3.5%

SMOP.OL+79.14%3.5%

SOI.PA+609.70%3.5%

STM+117.85%3.5%

TPE.XETRA+52.57%3.5%

VACN.SW+72.90%3.5%

VGO.WAR+18.19%3.5%

WAF.XETRA+65.32%3.5%
As of Oct 2, 2026, 9:55 PM ET
Euro Spend '26: EU Chips Act 2.0 Constituents
BE Semiconductor Industries N.V.BESI.AS | 4.0% | 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 | 4.0% | 0.00% | -0.50% | -1.90% | 0.34% | -31.05% | -39.76% | -42.66% | -33.60% | -53.72% | -48.02% | $214.3M |
Huber+Suhner AGHUBN.SW | 4.0% | 2.87% | 0.91% | 10.89% | 2.87% | 22.94% | -6.79% | 175.15% | 26.88% | 132.02% | 210.52% | $4.16B |
X-FAB Silicon Foundries SEXFAB.PA | 4.0% | 3.40% | 0.91% | 16.20% | 3.32% | 30.45% | 43.37% | 93.59% | -5.99% | 39.56% | -15.10% | $1.03B |
2CRSI S.a.AL2SI.PA | 3.5% | 0.68% | -9.73% | -6.69% | 0.68% | 125.64% | -1.95% | 654.11% | 103.58% | 623.99% | 697.91% | $682.3M |
Acconeer AB (publ)ACCON.ST | 3.5% | 1.44% | 5.42% | -23.30% | 1.44% | -11.94% | -0.07% | 141.51% | 136.08% | 91.84% | -78.96% | $96.1M |
Aixtron SeAIXA.XETRA | 3.5% | 7.62% | 7.73% | 8.63% | 7.62% | 121.02% | 37.93% | 307.26% | 157.72% | 160.18% | 88.32% | $5.04B |
ams-OSRAM AGAMS.SW | 3.5% | 15.44% | 15.18% | 43.40% | 15.44% | 201.64% | 168.08% | 259.37% | 108.12% | 140.56% | -69.49% | $2.98B |
ASM International N.V.ASM.AS | 3.5% | 5.45% | 8.47% | 15.80% | 5.45% | 75.99% | 26.95% | 137.90% | 65.33% | 64.15% | 185.30% | $52.10B |
ASML Holding N.V.ASML | 3.5% | 3.25% | 6.79% | 10.95% | 3.21% | 74.46% | 28.68% | 179.00% | 81.19% | 124.85% | 160.23% | $719.69B |
Infineon Technologies AGIFX.XETRA | 3.5% | 8.78% | 6.23% | 13.31% | 8.78% | 65.18% | 35.37% | 119.47% | 82.59% | 124.84% | 86.26% | $94.76B |
LPKF Laser & Electronics AGLPK.XETRA | 3.5% | 5.92% | 17.07% | 26.87% | 5.92% | 193.21% | 120.46% | 112.28% | 127.69% | 99.07% | -13.97% | $468.8M |
Lumibird S.A.LBIRD.PA | 3.5% | 2.37% | -5.54% | -7.49% | 2.37% | 9.99% | 3.15% | 145.13% | 12.98% | 219.69% | 23.88% | $590.2M |
Melexis N.V.MELE.BR | 3.5% | 2.06% | -1.67% | 4.53% | 2.06% | 16.54% | 17.32% | 40.07% | -1.74% | 0.59% | -15.79% | $3.08B |
Mycronic AB (publ)MYCR.ST | 3.5% | 4.13% | 3.91% | 13.49% | 4.13% | 48.70% | 58.49% | 67.88% | 56.47% | 93.34% | 202.35% | $6.96B |
Nokia OyjNOK | 3.5% | 2.22% | -1.62% | 8.18% | 2.65% | 64.53% | 37.89% | 98.97% | 118.14% | 147.02% | 115.12% | $57.25B |
Nordic Semiconductor ASANOD.OL | 3.5% | 1.50% | 0.43% | 10.46% | 1.50% | 48.34% | 30.24% | 63.29% | 23.82% | 113.33% | -34.00% | $3.89B |
OVH Groupe S.A.OVH.PA | 3.5% | -1.21% | -11.34% | 12.13% | -1.21% | 115.71% | 68.84% | 113.82% | 29.28% | 154.07% | -19.78% | $2.74B |
PVA TePla AGTPE.XETRA | 3.5% | 4.22% | 14.13% | 17.81% | 4.22% | 52.57% | 26.37% | 168.90% | 20.98% | 183.60% | -2.74% | $841.5M |
SÃSS MicroTec SESMHN.XETRA | 3.5% | 4.62% | 3.95% | 10.46% | 4.62% | 89.67% | 33.62% | 128.72% | 125.91% | 17.24% | 237.57% | $1.66B |
Silex Microsystems ABSILEX.ST | 3.5% | 0.00% | 1.20% | -4.08% | 0.67% | -29.45% | -30.85% | -24.06% | -27.92% | -21.33% | -33.17% | $1.89B |
Siltronic AGWAF.XETRA | 3.5% | 6.68% | 0.14% | 5.84% | 6.68% | 65.32% | 40.19% | 115.42% | 50.16% | 28.66% | -33.50% | $3.12B |
Smartoptics Group ASSMOP.OL | 3.5% | 3.10% | -5.56% | 11.78% | 3.10% | 79.14% | 31.96% | 172.89% | 147.96% | 237.10% | 346.26% | $508.7M |
Soitec S.A.SOI.PA | 3.5% | 7.66% | 10.94% | 49.00% | 7.66% | 609.70% | 300.52% | 247.74% | 282.20% | 97.30% | -11.11% | $6.86B |
STMicroelectronics N.V.STM | 3.5% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
Telefonaktiebolaget LM Ericsson (publ)ERIC | 3.5% | 0.81% | -4.79% | -6.87% | 1.47% | -3.11% | -19.40% | 20.03% | 11.98% | 26.39% | -5.85% | $30.51B |
VAT Group AGVACN.SW | 3.5% | 2.79% | 4.71% | 12.63% | 2.79% | 72.90% | 18.90% | 139.85% | 88.62% | 73.20% | 130.66% | $25.28B |
VIGO Photonics S.A.VGO.WAR | 3.5% | 3.64% | 9.83% | 10.70% | 3.64% | 18.19% | 7.01% | 15.05% | 1.37% | 24.52% | -21.78% | $128.0M |
| Theme return | — | 4.04% | 3.13% | 10.04% | 4.09% | 79.92% | 42.18% | 158.51% | 79.83% | 131.81% | 113.48% | — |
| Average | 3.6% | 4.05% | 3.16% | 9.93% | 4.07% | 81.85% | 39.59% | 140.24% | 69.06% | 111.87% | 83.97% | $39.14B |
| Median | 3.5% | 3.33% | 3.93% | 10.80% | 3.26% | 64.86% | 29.46% | 124.10% | 60.90% | 98.18% | 10.57% | $3.10B |
| Std Dev | 0.2% | 3.38% | 6.91% | 14.02% | 3.27% | 116.09% | 65.09% | 125.56% | 67.47% | 119.65% | 161.68% | $132.93B |
| Min | 3.5% | -1.21% | -11.34% | -23.30% | -1.21% | -31.05% | -39.76% | -42.66% | -33.60% | -53.72% | -78.96% | $96.1M |
| Max | 4.0% | 15.44% | 17.07% | 49.00% | 15.44% | 609.70% | 300.52% | 654.11% | 282.20% | 623.99% | 697.91% | $719.69B |
| % Positive Tickers | 89.29% | 71.43% | 78.57% | 96.43% | 85.71% | 78.57% | 92.86% | 85.71% | 92.86% | 50.00% |