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Euro Spend '25: Chemicals & Clean Tech
9 tickers · $222.01B total market cap
Group: Euro Spend
Europe is funneling fiscal investment into strategic chemicals and clean-tech inputs essential to industrial sovereignty, decarbonization, and re-shoring. This subtheme benefits directly from industrial policy targeting circular materials, green chemistry, and emissions-efficient production.
Euro Spend '25: Chemicals & Clean Tech tracks 9 publicly listed stocks in this theme: AI.PA, AKE.PA, ALFA.ST, BAS.XETRA, CLN.SW, CRDA.LSE, EVK.XETRA, LXS.XETRA, WCH.XETRA. See the constituent table for details.
Thesis update: 2025-04-08
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
L'Air Liquide S.A.AI.PA | 02/20/2026 (BMO) | — | 4.93% | — | -1.91% | — | $117.40B | 11.1111 |
BASF SeBAS.XETRA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -2.01% | 1.60% | 9.85% | -5.00% | $54.67B | 11.1111 |
Alfa Laval Corporate ABALFA.ST | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -3.66% | -2.94% | 7.12% | -1.69% | $23.85B | 11.1111 |
Evonik Industries AGEVK.XETRA | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 4.37% | 1.74% | 22.42% | -0.76% | $9.77B | 11.1111 |
Wacker Chemie AGWCH.XETRA | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 7.61% | -2.00% | 23.27% | 3.04% | $5.76B | 11.1111 |
Arkema S.A.AKE.PA | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.72% | -0.01% | 0.10% | -3.80% | $5.48B | 11.1111 |
Clariant AGCLN.SW | 02/26/2026 (BMO) | — | 7.57% | — | -11.53% | — | $3.21B | 11.1111 |
Lanxess AGLXS.XETRA | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -11.76% | -2.69% | 56.56% | 0.99% | $1.83B | 11.1111 |
Croda International PlcCRDA.LSE | 02/24/2026 (BMO) | — | 4.77% | — | -11.78% | — | $52.1M | 11.1111 |
| Average | 1.62% | -0.72% | 10.45% | -1.20% | $24.67B | 11.1111 | ||
| Median | 4.37% | -1.01% | 7.12% | -1.23% | $5.76B | 11.1111 | ||
| Std Dev | 5.97% | 1.93% | 20.23% | 2.72% | $36.57B | 0.0% | ||
| Min | -11.76% | -2.94% | -11.78% | -5.00% | $52.1M | 11.1111 | ||
| Max | 7.61% | 1.74% | 56.56% | 3.04% | $117.40B | 11.1111 | ||
| % Positive Tickers | 66.67% | 33.33% | 66.67% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.