ATX
Index Construction Desk
Snapshot 0 selected

Global technology index universe

Superscript v marks a figure taken directly from the index provider’s factsheet or the tracking fund’s own disclosure; d is derived arithmetically from verified inputs; e is an analyst estimate and should be treated as indicative. Every figure is editable under Data & Sources.

Weighting scheme

34%
33%
33%

Return-tilted weights rank constituents on this blend of trailing annualised returns and allocate proportionally to rank score. Weights are normalised across the three horizons.

Regional budgets are honoured exactly; within each region, constituents are weighted by market capitalisation. Regions with no selected constituent are redistributed pro-rata.

Constraints

25%
1.0%
45%

Caps are applied iteratively with the excess redistributed pro-rata across uncapped constituents until every constraint holds or the schedule cannot converge.

ATX constituent schedule

ConstituentRegion Mcap $bnEarnings $bn3Y ann. Raw wtFinal wtManual

Top 25 look-through holdings

# CompanyDomicileSegment Weight in ATXCumulativeHeld via

Effect of the weighting choice

ATX — index profile

Segment composition — look-through

Geographic composition

ATX versus the universe ATX row is pinned and highlighted

Return attribution — contribution to ATX 3-year return

ConstituentWeight3Y ann. return3Y cumulativeContributionShare of total

Three-year total performance — rebased to 100

Three-year outcome table

IndexBaseFinal level3Y cumulative3Y annualisedVolatilityReturn / riskMax drawdown

Live data adapter

The workbench ships with a dated snapshot so it is fully functional offline. Point it at a price provider and it will refresh index levels on open and recompute trailing returns and volatility from the returned history, replacing the modelled paths on the performance chart. Nothing is transmitted anywhere else; the key is held in this browser only.

Dataset

Edit any figure and press Apply edits; changes flow through every table, weighting scheme and chart, and are kept in this browser. Export the JSON to version it or hand it to a data vendor for population.

Provenance

IndexSourceVerifiedDerivedEstimated