
ASML+65.42%15.0%

BESI.AS+28.80%12.5%
CANATU.HE-31.51%12.5%

ASM.AS+66.21%10.0%

SMHN.XETRA+59.64%10.0%

AIXA.XETRA+101.98%7.5%

SOI.PA+529.33%7.5%

LPK.XETRA+140.69%5.0%

MYCR.ST+44.51%5.0%

TPE.XETRA+37.26%5.0%

VACN.SW+66.49%5.0%

WAF.XETRA+57.65%5.0%
As of Oct 9, 2026, 4:27 AM ET
EU Chips Act '26: Equipment & Upstream Materials Constituents
ASML Holding N.V.ASML | 15.0% | -1.95% | -0.09% | 2.33% | -2.14% | 65.42% | 22.01% | 164.54% | 80.49% | 115.21% | 150.54% | $682.11B |
BE Semiconductor Industries N.V.BESI.AS | 12.5% | 2.36% | -3.43% | -7.90% | -5.97% | 28.80% | -9.46% | 90.40% | 20.39% | 66.19% | 206.84% | $15.97B |
Canatu Oyj ACANATU.HE | 12.5% | 0.00% | -3.03% | -7.38% | 0.38% | -31.51% | -40.17% | -43.05% | -32.24% | -53.88% | -50.24% | $204.4M |
ASM International N.V.ASM.AS | 10.0% | -0.02% | 4.75% | 3.68% | 0.31% | 66.21% | 19.90% | 124.69% | 59.93% | 57.89% | 177.98% | $49.34B |
SÃSS MicroTec SESMHN.XETRA | 10.0% | -0.38% | -4.41% | -14.24% | -11.31% | 59.64% | 12.47% | 92.51% | 87.73% | 0.00% | 189.22% | $1.40B |
Aixtron SeAIXA.XETRA | 7.5% | -4.07% | 3.41% | -6.77% | -0.94% | 101.98% | 26.05% | 272.18% | 150.20% | 146.12% | 72.77% | $4.62B |
Soitec S.A.SOI.PA | 7.5% | -4.69% | 5.80% | 2.16% | -3.84% | 529.33% | 255.16% | 208.36% | 225.91% | 85.18% | -18.00% | $6.10B |
LPKF Laser & Electronics AGLPK.XETRA | 5.0% | -6.02% | -4.11% | 2.96% | -12.42% | 140.69% | 80.97% | 74.26% | 92.01% | 61.26% | -27.58% | $385.9M |
Mycronic AB (publ)MYCR.ST | 5.0% | 0.35% | 4.33% | 4.29% | 1.20% | 44.51% | 54.02% | 63.15% | 49.17% | 98.75% | 205.37% | $6.78B |
PVA TePla AGTPE.XETRA | 5.0% | -3.94% | 7.66% | 3.72% | -5.56% | 37.26% | 13.68% | 141.91% | 8.75% | 168.61% | -5.61% | $759.2M |
Siltronic AGWAF.XETRA | 5.0% | -4.11% | 10.88% | 1.33% | 2.46% | 57.65% | 33.67% | 105.41% | 43.72% | 25.68% | -35.81% | $2.98B |
VAT Group AGVACN.SW | 5.0% | -1.20% | 3.11% | 6.31% | -1.02% | 66.49% | 14.49% | 130.96% | 81.65% | 68.82% | 121.99% | $24.28B |
| Theme return | — | -1.44% | 1.00% | -3.94% | -3.42% | 75.13% | 27.93% | 123.24% | 71.71% | 78.23% | 129.79% | — |
| Average | 8.3% | -1.97% | 2.07% | -0.79% | -3.24% | 97.21% | 40.23% | 118.78% | 72.31% | 69.99% | 82.29% | $66.24B |
| Median | 7.5% | -1.57% | 3.26% | 2.25% | -1.58% | 62.53% | 20.96% | 115.05% | 70.21% | 67.51% | 97.38% | $5.36B |
| Std Dev | 3.4% | 2.44% | 4.82% | 6.22% | 4.58% | 136.06% | 70.77% | 74.89% | 64.30% | 58.50% | 99.56% | $186.19B |
| Min | 5.0% | -6.02% | -4.41% | -14.24% | -12.42% | -31.51% | -40.17% | -43.05% | -32.24% | -53.88% | -50.24% | $204.4M |
| Max | 15.0% | 2.36% | 10.88% | 6.31% | 2.46% | 529.33% | 255.16% | 272.18% | 225.91% | 168.61% | 206.84% | $682.11B |
| % Positive Tickers | 16.67% | 58.33% | 66.67% | 33.33% | 91.67% | 83.33% | 91.67% | 91.67% | 91.67% | 58.33% |