
ASML+133.64%15.0%

BESI.AS+78.38%12.5%
CANATU.HE-28.03%12.5%

ASM.AS+102.18%10.0%

SMHN.XETRA+165.66%10.0%

AIXA.XETRA+186.01%7.5%

SOI.PA+184.41%7.5%

LPK.XETRA+63.54%5.0%

MYCR.ST+49.51%5.0%

TPE.XETRA+16.97%5.0%

VACN.SW+120.04%5.0%

WAF.XETRA+119.43%5.0%
As of Aug 24, 2026, 4:53 AM ET
EU Chips Act '26: Equipment & Upstream Materials Constituents
ASML Holding N.V.ASML | 15.0% | 0.77% | -1.98% | 0.51% | 8.27% | 64.86% | 21.59% | 163.64% | 94.86% | 124.66% | 133.64% | $679.78B |
BE Semiconductor Industries N.V.BESI.AS | 12.5% | 0.95% | -4.30% | -3.69% | 8.75% | 58.13% | 11.15% | 133.75% | 85.75% | 224.76% | 78.38% | $19.68B |
Canatu Oyj ACANATU.HE | 12.5% | 0.75% | 1.64% | -1.66% | 1.01% | -18.47% | -28.78% | -32.21% | -44.91% | -35.67% | -28.03% | $268.3M |
ASM International N.V.ASM.AS | 10.0% | 0.70% | -4.52% | -0.73% | 5.00% | 59.45% | 15.02% | 115.55% | 44.13% | 163.99% | 102.18% | $47.51B |
SÃSS MicroTec SESMHN.XETRA | 10.0% | 1.73% | -6.10% | -4.66% | 0.02% | 86.51% | 31.39% | 124.90% | 43.58% | 204.65% | 165.66% | $1.64B |
Aixtron SeAIXA.XETRA | 7.5% | 1.02% | -9.35% | -3.75% | 5.28% | 116.46% | 35.09% | 298.86% | 124.36% | 62.40% | 186.01% | $4.97B |
Soitec S.A.SOI.PA | 7.5% | 0.05% | -9.04% | -2.12% | 6.96% | 370.58% | 165.57% | 130.57% | 7.18% | -45.46% | 184.41% | $4.58B |
LPKF Laser & Electronics AGLPK.XETRA | 5.0% | -2.25% | -15.35% | -2.49% | -7.22% | 132.02% | 74.45% | 67.98% | 65.06% | -40.37% | 63.54% | $373.4M |
Mycronic AB (publ)MYCR.ST | 5.0% | 0.57% | -0.59% | -4.98% | 1.72% | 39.77% | 48.97% | 57.79% | 84.59% | 153.03% | 49.51% | $6.56B |
PVA TePla AGTPE.XETRA | 5.0% | 0.41% | -5.45% | -17.13% | -8.96% | 29.12% | 6.94% | 127.56% | 117.67% | -2.40% | 16.97% | $716.8M |
Siltronic AGWAF.XETRA | 5.0% | 2.76% | 7.46% | 3.91% | 11.69% | 70.52% | 44.59% | 122.19% | 17.75% | -31.99% | 119.43% | $3.23B |
VAT Group AGVACN.SW | 5.0% | -0.07% | -2.93% | -5.01% | 1.33% | 55.19% | 6.72% | 115.28% | 50.12% | 99.99% | 120.04% | $22.62B |
| Theme return | — | 0.72% | -3.91% | -5.65% | 4.01% | 80.27% | 31.66% | 129.79% | 70.60% | 120.17% | 112.32% | — |
| Average | 8.3% | 0.62% | -4.21% | -3.48% | 2.82% | 88.68% | 36.06% | 118.82% | 57.51% | 73.13% | 99.31% | $65.99B |
| Median | 7.5% | 0.73% | -4.41% | -3.09% | 3.36% | 62.16% | 26.49% | 123.55% | 57.59% | 81.20% | 110.81% | $4.77B |
| Std Dev | 3.4% | 1.13% | 5.55% | 4.80% | 5.96% | 92.80% | 46.27% | 73.06% | 46.64% | 97.45% | 63.49% | $185.54B |
| Min | 5.0% | -2.25% | -15.35% | -17.13% | -8.96% | -18.47% | -28.78% | -32.21% | -44.91% | -45.46% | -28.03% | $268.3M |
| Max | 15.0% | 2.76% | 7.46% | 3.91% | 11.69% | 370.58% | 165.57% | 298.86% | 124.36% | 224.76% | 186.01% | $679.78B |
| % Positive Tickers | 83.33% | 16.67% | 16.67% | 83.33% | 91.67% | 91.67% | 91.67% | 91.67% | 58.33% | 91.67% |
About this theme
EU Chips Act '26: Equipment & Upstream Materials tracks 12 publicly listed stocks in this theme: ASML, BESI.AS, CANATU.HE, ASM.AS, SMHN.XETRA, AIXA.XETRA, SOI.PA, LPK.XETRA, MYCR.ST, TPE.XETRA, VACN.SW, WAF.XETRA. See the constituent table for details.
