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ASML Holding N.V.

ASML

Technology · 1,764.75 +0.8% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

ASML Holding N.V.'s move is being confirmed by its market group.

ASML accounts for 1.2% of the group's measured movement across 6.8 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveFlat / inactive path#10 of 12 by movement share
Group movement share1.2%Absolute path energy—not portfolio weight
Relative path-0.05%flat
Effective breadth6.8 / 12broad
Relative alignment0/12mixed path · 0 counter-moving
Capital-flow agreement9%not yet clean
SEQUENCE READ

ETN, ENS, IPGP moved materially before ASML. ASML crossed its material path threshold at 15:40 ET. IESC, ACMR followed.

EVIDENCE COVERAGE

8 of 17 members in Semiconductor Equipment & Electricals are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 12 of 17 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASYS begins moving with the group.

Invalidation: The live read weakens if participation falls to 5 of 17 members or fewer.

Watch this read

Who this business touches

The relationships behind ASML

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

UCTT41.9% of UCTTcustomerFeb 23, 2026

Three customers’ gross accounts receivable balances, Applied Materials, Inc., Lam Research Corporation and ASML Holding NV were individually greater than 10.0% of gross accounts receivable as of December 27, 2024, in the aggregate approximately 41.9 % of acco…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ASML is currently a Participant in the organic co-movement group Semiconductor Equipment & Electricals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.