
BESI.AS+28.80%4.0%
CANATU.HE-31.51%4.0%

HUBN.SW+17.31%4.0%

XFAB.PA+15.40%4.0%

ACCON.ST-16.07%3.5%

AIXA.XETRA+101.98%3.5%

AL2SI.PA+95.87%3.5%

AMS.SW+174.44%3.5%

ASM.AS+66.21%3.5%

ASML+65.42%3.5%

ERIC-1.55%3.5%

IFX.XETRA+49.49%3.5%

LBIRD.PA+0.52%3.5%

LPK.XETRA+140.69%3.5%

MELE.BR+10.00%3.5%

MYCR.ST+44.51%3.5%

NOD.OL+40.75%3.5%

NOK+56.72%3.5%

OVH.PA+100.85%3.5%
SILEX.ST-29.06%3.5%

SMHN.XETRA+59.64%3.5%

SMOP.OL+83.12%3.5%

SOI.PA+529.33%3.5%

STM+103.20%3.5%

TPE.XETRA+37.26%3.5%

VACN.SW+66.49%3.5%

VGO.WAR+15.15%3.5%

WAF.XETRA+57.65%3.5%
As of Oct 9, 2026, 4:27 AM ET
Euro Spend '26: EU Chips Act 2.0 Constituents
BE Semiconductor Industries N.V.BESI.AS | 4.0% | 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 | 4.0% | 0.00% | -3.03% | -7.38% | 0.38% | -31.51% | -40.17% | -43.05% | -32.24% | -53.88% | -50.24% | $204.4M |
Huber+Suhner AGHUBN.SW | 4.0% | -2.30% | -0.17% | 0.34% | -1.84% | 17.31% | -11.06% | 162.56% | 19.80% | 119.12% | 202.06% | $3.95B |
X-FAB Silicon Foundries SEXFAB.PA | 4.0% | -3.93% | -3.67% | -4.04% | -7.94% | 15.40% | 26.83% | 71.25% | -10.39% | 23.15% | -21.90% | $912.5M |
2CRSI S.a.AL2SI.PA | 3.5% | -6.46% | -19.68% | -20.27% | -11.98% | 95.87% | -14.89% | 554.61% | 75.17% | 528.92% | 593.05% | $593.9M |
Acconeer AB (publ)ACCON.ST | 3.5% | 1.86% | -0.74% | -4.35% | -3.31% | -16.07% | -4.74% | 130.21% | 124.90% | 78.71% | -78.87% | $91.8M |
Aixtron SeAIXA.XETRA | 3.5% | -4.07% | 3.41% | -6.77% | -0.94% | 101.98% | 26.05% | 272.18% | 150.20% | 146.12% | 72.77% | $4.62B |
ams-OSRAM AGAMS.SW | 3.5% | -5.99% | 11.61% | 19.06% | 5.03% | 174.44% | 143.91% | 226.97% | 85.51% | 126.45% | -71.63% | $2.70B |
ASM International N.V.ASM.AS | 3.5% | -0.02% | 4.75% | 3.68% | 0.31% | 66.21% | 19.90% | 124.69% | 59.93% | 57.89% | 177.98% | $49.34B |
ASML Holding N.V.ASML | 3.5% | -1.95% | -0.09% | 2.33% | -2.14% | 65.42% | 22.01% | 164.54% | 80.49% | 115.21% | 150.54% | $682.11B |
Infineon Technologies AGIFX.XETRA | 3.5% | -3.36% | 3.04% | 0.05% | -0.83% | 49.49% | 22.51% | 98.63% | 72.73% | 103.92% | 65.91% | $86.00B |
LPKF Laser & Electronics AGLPK.XETRA | 3.5% | -6.02% | -4.11% | 2.96% | -12.42% | 140.69% | 80.97% | 74.26% | 92.01% | 61.26% | -27.58% | $385.9M |
Lumibird S.A.LBIRD.PA | 3.5% | -2.88% | -8.55% | -21.10% | -5.77% | 0.52% | -5.73% | 124.04% | 7.20% | 198.55% | 11.74% | $540.9M |
Melexis N.V.MELE.BR | 3.5% | -2.00% | -2.44% | -3.05% | -2.97% | 10.00% | 10.74% | 32.22% | -2.55% | -3.48% | -20.01% | $2.92B |
Mycronic AB (publ)MYCR.ST | 3.5% | 0.35% | 4.33% | 4.29% | 1.20% | 44.51% | 54.02% | 63.15% | 49.17% | 98.75% | 205.37% | $6.78B |
Nokia OyjNOK | 3.5% | -4.52% | 0.20% | -5.76% | -2.22% | 56.72% | 31.35% | 89.53% | 95.75% | 133.61% | 93.72% | $54.77B |
Nordic Semiconductor ASANOD.OL | 3.5% | -4.56% | -2.63% | -2.08% | -3.69% | 40.75% | 23.58% | 54.94% | 15.94% | 105.20% | -38.08% | $3.68B |
OVH Groupe S.A.OVH.PA | 3.5% | -3.17% | -10.68% | 5.57% | -7.35% | 100.85% | 57.21% | 99.09% | 26.19% | 137.09% | -24.80% | $2.56B |
PVA TePla AGTPE.XETRA | 3.5% | -3.94% | 7.66% | 3.72% | -5.56% | 37.26% | 13.68% | 141.91% | 8.75% | 168.61% | -5.61% | $759.2M |
SÃSS MicroTec SESMHN.XETRA | 3.5% | -0.38% | -4.41% | -14.24% | -11.31% | 59.64% | 12.47% | 92.51% | 87.73% | 0.00% | 189.22% | $1.40B |
Silex Microsystems ABSILEX.ST | 3.5% | 0.00% | 7.46% | -3.69% | 1.22% | -29.06% | -30.47% | -23.64% | -26.55% | -22.59% | -34.56% | $1.86B |
Siltronic AGWAF.XETRA | 3.5% | -4.11% | 10.88% | 1.33% | 2.46% | 57.65% | 33.67% | 105.41% | 43.72% | 25.68% | -35.81% | $2.98B |
Smartoptics Group ASSMOP.OL | 3.5% | -0.39% | 5.03% | 2.28% | 5.39% | 83.12% | 34.89% | 178.95% | 149.59% | 250.11% | 360.46% | $518.7M |
Soitec S.A.SOI.PA | 3.5% | -4.69% | 5.80% | 2.16% | -3.84% | 529.33% | 255.16% | 208.36% | 225.91% | 85.18% | -18.00% | $6.10B |
STMicroelectronics N.V.STM | 3.5% | -6.18% | -0.06% | 2.25% | -1.48% | 103.20% | 56.83% | 140.58% | 83.66% | 89.68% | 30.98% | $47.05B |
Telefonaktiebolaget LM Ericsson (publ)ERIC | 3.5% | 0.42% | 2.57% | -5.57% | 3.04% | -1.55% | -18.10% | 21.95% | 15.85% | 26.33% | -7.85% | $31.19B |
VAT Group AGVACN.SW | 3.5% | -1.20% | 3.11% | 6.31% | -1.02% | 66.49% | 14.49% | 130.96% | 81.65% | 68.82% | 121.99% | $24.28B |
VIGO Photonics S.A.VGO.WAR | 3.5% | -0.71% | 8.65% | 7.19% | 0.97% | 15.15% | 4.25% | 12.09% | -0.45% | 24.43% | -22.37% | $125.5M |
| Theme return | — | -2.39% | 0.47% | -2.13% | -2.82% | 67.32% | 32.23% | 140.41% | 67.44% | 122.18% | 99.00% | — |
| Average | 3.6% | -2.42% | 0.53% | -1.52% | -2.59% | 67.24% | 28.93% | 121.40% | 57.15% | 98.54% | 72.33% | $36.94B |
| Median | 3.5% | -2.59% | 0.07% | 0.20% | -1.99% | 53.11% | 20.96% | 102.25% | 54.55% | 87.43% | 3.06% | $2.95B |
| Std Dev | 0.2% | 2.46% | 6.63% | 8.12% | 4.61% | 101.00% | 56.41% | 108.80% | 58.48% | 106.06% | 147.17% | $125.94B |
| Min | 3.5% | -6.46% | -19.68% | -21.10% | -12.42% | -31.51% | -40.17% | -43.05% | -32.24% | -53.88% | -78.87% | $91.8M |
| Max | 4.0% | 2.36% | 11.61% | 19.06% | 5.39% | 529.33% | 255.16% | 554.61% | 225.91% | 528.92% | 593.05% | $682.11B |
| % Positive Tickers | 14.29% | 50.00% | 53.57% | 32.14% | 85.71% | 71.43% | 92.86% | 82.14% | 89.29% | 50.00% |