| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 2.105.063.056 $ | 99,97 | 46.686.395 | |||||||
| TESLA INC | TESLA INC COM | EC | 88160R101 | Long | Börsenkurs (Stufe 1) | 207.546.041 $ | 9,86 | 543.841 | |
| TERADYNE INC | TERADYNE INC COM | EC | 880770102 | Long | Börsenkurs (Stufe 1) | 167.806.047 $ | 7,97 | 488.561 | |
| ADVANCED MICRO DEVICES INC | ADVANCED MICRO DEVICES INC COM | EC | 007903107 | Long | Börsenkurs (Stufe 1) | 133.469.739 $ | 6,34 | 376.512 | |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KRATOS DEFENSE & SECURITY SOLUTIONS INC COM NEW | EC | 50077B207 | Long | Börsenkurs (Stufe 1) | 107.053.982 $ | 5,08 | 1.697.922 | |
| ROCKET LAB CORP | ROCKET LAB CORP COM | EC | 773121108 | Long | Börsenkurs (Stufe 1) | 100.832.913 $ | 4,79 | 1.222.069 | |
| ALPHABET INC | ALPHABET INC CAP STK CL C | EC | 02079K107 | Long | Börsenkurs (Stufe 1) | 97.586.434 $ | 4,63 | 255.502 | |
| DEERE & COMPANY | DEERE & COMPANY COM | EC | 244199105 | Long | Börsenkurs (Stufe 1) | 86.414.185 $ | 4,10 | 146.497 | |
| PALANTIR TECHNOLOGIES INC | PALANTIR TECHNOLOGIES INC CL A | EC | 69608A108 | Long | Börsenkurs (Stufe 1) | 80.301.108 $ | 3,81 | 577.249 | |
| AMAZON.COM INC | AMAZON.COM INC COM | EC | 023135106 | Long | Börsenkurs (Stufe 1) | 69.610.852 $ | 3,31 | 262.623 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD SPONSORED ADS | EC | 874039100 | Long | Börsenkurs (Stufe 1) | 63.726.846 $ | 3,03 | 160.902 | |
| AEROVIRONMENT INC | AEROVIRONMENT INC COM | EC | 008073108 | Long | Börsenkurs (Stufe 1) | 61.896.033 $ | 2,94 | 317.383 | |
| ARCHER AVIATION INC (NEW) | ARCHER AVIATION INC (NEW) COM CL A | EC | 03945R102 | Long | Börsenkurs (Stufe 1) | 60.070.150 $ | 2,85 | 10.465.183 | |
| L3HARRIS TECHNOLOGIES INC | L3HARRIS TECHNOLOGIES INC COM | EC | 502431109 | Long | Börsenkurs (Stufe 1) | 59.293.736 $ | 2,82 | 184.975 | |
| TRIMBLE INC | TRIMBLE INC COM | EC | 896239100 | Long | Börsenkurs (Stufe 1) | 50.225.836 $ | 2,39 | 746.076 | |
| CATERPILLAR INC | CATERPILLAR INC COM | EC | 149123101 | Long | Börsenkurs (Stufe 1) | 48.812.742 $ | 2,32 | 54.839 | |
| NVIDIA CORP | NVIDIA CORP COM | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 47.794.021 $ | 2,27 | 239.485 | |
| INTUITIVE MACHINES INC | INTUITIVE MACHINES INC CLASS A COM | EC | 46125A100 | Long | Börsenkurs (Stufe 1) | 47.422.270 $ | 2,25 | 1.870.701 | |
| CAMECO CORP | CAMECO CORP COM | EC | 13321L108 | Long | Börsenkurs (Stufe 1) | 40.891.729 $ | 1,94 | 332.345 | |
| SYMBOTIC INC | SYMBOTIC INC CLASS A COM | EC | 87151X101 | Long | Börsenkurs (Stufe 1) | 39.704.444 $ | 1,89 | 671.818 | |
| BAIDU INC | BAIDU INC SPON ADR REP A | EC | 056752108 | Long | Börsenkurs (Stufe 1) | 39.430.923 $ | 1,87 | 311.633 | |
| KOMATSU LTD | KOMATSU LTD SPON ADR NEW | EC | 500458401 | Long | Börsenkurs (Stufe 1) | 38.980.184 $ | 1,85 | 908.629 | |
| BWX TECHNOLOGIES INC | BWX TECHNOLOGIES INC COM | EC | 05605H100 | Long | Börsenkurs (Stufe 1) | 37.699.249 $ | 1,79 | 174.219 | |
| ELBIT SYSTEMS LTD | ELBIT SYSTEMS LTD ORD | EC | IL0010811243 | Long | Börsenkurs (Stufe 1) | 33.715.448 $ | 1,60 | 40.169 | |
| AURORA INNOVATION INC | AURORA INNOVATION INC CLASS A COM | EC | 051774107 | Long | Börsenkurs (Stufe 1) | 33.422.349 $ | 1,59 | 5.684.073 | |
| IRIDIUM COMMUNICATIONS INC | IRIDIUM COMMUNICATIONS INC COM | EC | 46269C102 | Long | Börsenkurs (Stufe 1) | 33.125.617 $ | 1,57 | 847.853 | |
| BROADCOM INC | BROADCOM INC COM | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 32.804.571 $ | 1,56 | 78.587 | |
| JOBY AVIATION INC | JOBY AVIATION INC COM USD0.0001 | EC | KYG651631007 | Long | Börsenkurs (Stufe 1) | 31.170.440 $ | 1,48 | 3.391.778 | |
| INTUITIVE SURGICAL INC | INTUITIVE SURGICAL INC COM NEW | EC | 46120E602 | Long | Börsenkurs (Stufe 1) | 27.892.702 $ | 1,32 | 60.953 | |
| X-ENERGY INC | X-ENERGY INC COM CL A | EC | 98386P102 | Long | Börsenkurs (Stufe 1) | 27.071.052 $ | 1,29 | 853.169 | |
| OKLO INC | OKLO INC COM CL A | EC | 02156V109 | Long | Börsenkurs (Stufe 1) | 26.423.278 $ | 1,25 | 364.459 | |
| WERIDE INC | WERIDE INC SPONSORED ADS | EC | 950915108 | Long | Börsenkurs (Stufe 1) | 26.261.132 $ | 1,25 | 3.401.701 | |
| BYD COMPANY LTD | BYD COMPANY LTD UNSPONSORD ADR | EC | 05606L100 | Long | Börsenkurs (Stufe 1) | 22.447.730 $ | 1,07 | 1.685.265 | |
| TELEDYNE TECHNOLOGIES INC | TELEDYNE TECHNOLOGIES INC COM | EC | 879360105 | Long | Börsenkurs (Stufe 1) | 22.414.224 $ | 1,06 | 34.705 | |
| DOORDASH INC | DOORDASH INC CL A | EC | 25809K105 | Long | Börsenkurs (Stufe 1) | 22.056.722 $ | 1,05 | 130.784 | |
| KODIAK AI INC | KODIAK AI INC COM | EC | 500081104 | Long | Börsenkurs (Stufe 1) | 21.994.661 $ | 1,04 | 2.593.710 | |
| SYNOPSYS INC | SYNOPSYS INC COM | EC | 871607107 | Long | Börsenkurs (Stufe 1) | 21.595.867 $ | 1,03 | 44.749 | |
| STRATA CRITICAL MEDICAL INC | STRATA CRITICAL MEDICAL INC CL A COM | EC | 092667104 | Long | Börsenkurs (Stufe 1) | 18.471.999 $ | 0,88 | 3.679.681 | |
| PONY AI INC | PONY AI INC SPONSORED ADS | EC | 732908108 | Long | Börsenkurs (Stufe 1) | 17.625.797 $ | 0,84 | 1.785.795 | |
| 2.105.063.056 $ | 99,97 | 46.686.395 |