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Euro Spend '25: Manufacturing & Industrial Automation
9 tickers · $204.68B total market cap
Group: Euro Spend
Europe's reindustrialization push is finally materializing via automation, advanced manufacturing, and reshoring-enabling technologies. These companies sit at the center of the EU's sector-specific fiscal strategy to regain productivity and strategic autonomy.
Euro Spend '25: Manufacturing & Industrial Automation tracks 9 publicly listed stocks in this theme: ACLN.SW, AIXA.XETRA, AMS2.VI, ASSA-B.ST, ATCO-A.ST, BESI.AS, FPE3.XETRA, WAF.XETRA, WRT1V.HE. 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 |
|---|---|---|---|---|---|---|---|---|
Atlas Copco ABATCO-A.ST | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -2.09% | -6.81% | -10.56% | -1.14% | $89.87B | 11.1111 |
ASSA ABLOY AB (publ)ASSA-B.ST | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 3.21% | -3.79% | -9.81% | -6.02% | $39.74B | 11.1111 |
Wärtsilä Oyj AbpWRT1V.HE | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.25% | -6.90% | 14.84% | -6.06% | $23.69B | 11.1111 |
BE Semiconductor Industries N.V.BESI.AS | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -1.35% | 8.71% | 24.25% | 1.14% | $23.62B | 11.1111 |
Accelleron Industries AGACLN.SW | 03/12/2026 (AMC) | — | -0.21% | — | 11.72% | — | $10.07B | 11.1111 |
Aixtron SeAIXA.XETRA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 13.70% | 5.46% | 60.30% | 5.83% | $6.62B | 11.1111 |
Fuchs Petrolub SEFPE3.XETRA | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.52% | 7.02% | 16.41% | -9.13% | $5.58B | 11.1111 |
Siltronic AGWAF.XETRA | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 11.46% | 13.88% | 22.69% | 5.43% | $3.08B | 11.1111 |
AMS OSRAM AGAMS2.VI | — | — | — | — | — | — | $2.41B | 11.1111 |
| Average | 2.00% | 2.51% | 16.23% | -1.42% | $22.74B | 11.1111 | ||
| Median | -0.78% | 5.46% | 15.62% | -1.14% | $10.07B | 11.1111 | ||
| Std Dev | 6.61% | 7.67% | 20.81% | 5.45% | $26.48B | 0.0% | ||
| Min | -6.25% | -6.90% | -10.56% | -9.13% | $2.41B | 11.1111 | ||
| Max | 13.70% | 13.88% | 60.30% | 5.83% | $89.87B | 11.1111 | ||
| % Positive Tickers | 37.50% | 57.14% | 75.00% | 42.86% |
* 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%.