Theme

EU Chips Act '26: Equipment & Upstream Materials

12 tickers$791.92B market cap
10D rank#856of 1,032 themes#2of 4 in EU Chips Act
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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
SÜSS 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 return0.72%-3.91%-5.65%4.01%80.27%31.66%129.79%70.60%120.17%112.32%
Average8.3%0.62%-4.21%-3.48%2.82%88.68%36.06%118.82%57.51%73.13%99.31%$65.99B
Median7.5%0.73%-4.41%-3.09%3.36%62.16%26.49%123.55%57.59%81.20%110.81%$4.77B
Std Dev3.4%1.13%5.55%4.80%5.96%92.80%46.27%73.06%46.64%97.45%63.49%$185.54B
Min5.0%-2.25%-15.35%-17.13%-8.96%-18.47%-28.78%-32.21%-44.91%-45.46%-28.03%$268.3M
Max15.0%2.76%7.46%3.91%11.69%370.58%165.57%298.86%124.36%224.76%186.01%$679.78B
% Positive Tickers83.33%16.67%16.67%83.33%91.67%91.67%91.67%91.67%58.33%91.67%

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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.

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