| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 2.064.126.764 $ | 99,19 | 60.612.824 | |||||||
| MARVELL TECHNOLOGY, INC. | MARVELL TECHNOLOGY INC | EC | 573874104 | Long | Börsenkurs (Stufe 1) | 104.599.772 $ | 5,03 | 1.056.030 | |
| COREWEAVE, INC. | COREWEAVE INC | EC | 21873S108 | Long | Börsenkurs (Stufe 1) | 101.893.889 $ | 4,90 | 1.315.269 | |
| Taiwan Semiconductor Manufacturing Company Limited | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | EC | TW0002330008 | Long | Modellwert (Stufe 2) | 101.383.922 $ | 4,87 | 1.753.000 | |
| ADVANCED MICRO DEVICES, INC. | ADVANCED MICRO DEVICES INC | EC | 007903107 | Long | Börsenkurs (Stufe 1) | 98.526.642 $ | 4,73 | 484.327 | |
| NVIDIA CORPORATION | NVIDIA CORP | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 97.137.486 $ | 4,67 | 556.981 | |
| ORACLE CORPORATION | ORACLE CORP | EC | 68389X105 | Long | Börsenkurs (Stufe 1) | 95.245.928 $ | 4,58 | 647.447 | |
| NAVER Corporation | NAVER CORP | EC | KR7035420009 | Long | Modellwert (Stufe 2) | 91.218.632 $ | 4,38 | 669.994 | |
| BROADCOM INC. | BROADCOM INC | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 88.879.820 $ | 4,27 | 287.163 | |
| MICRON TECHNOLOGY, INC. | MICRON TECHNOLOGY INC | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 85.200.883 $ | 4,09 | 252.193 | |
| SUPER MICRO COMPUTER, INC. | SUPER MICRO COMPUTER INC | EC | 86800U302 | Long | Börsenkurs (Stufe 1) | 61.109.602 $ | 2,94 | 2.683.777 | |
| SK hynix Inc. | SK HYNIX INC | EC | KR7000660001 | Long | Modellwert (Stufe 2) | 56.995.194 $ | 2,74 | 100.456 | |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | INTERNATIONAL BUSINESS MACHINES CORP | EC | 459200101 | Long | Börsenkurs (Stufe 1) | 53.703.201 $ | 2,58 | 221.557 | |
| SCHNEIDER ELECTRIC SE | SCHNEIDER ELECTRIC SE | EC | FR0000121972 | Long | Modellwert (Stufe 2) | 53.631.398 $ | 2,58 | 196.898 | |
| MICROSOFT CORPORATION | MICROSOFT CORP | EC | 594918104 | Long | Börsenkurs (Stufe 1) | 52.636.323 $ | 2,53 | 142.195 | |
| PALANTIR TECHNOLOGIES INC. | PALANTIR TECHNOLOGIES INC | EC | 69608A108 | Long | Börsenkurs (Stufe 1) | 52.470.929 $ | 2,52 | 358.702 | |
| ACCENTURE PUBLIC LIMITED COMPANY | ACCENTURE PLC | EC | G1151C101 | Long | Börsenkurs (Stufe 1) | 50.465.003 $ | 2,42 | 254.501 | |
| ARISTA NETWORKS, INC. | ARISTA NETWORKS INC | EC | 040413205 | Long | Börsenkurs (Stufe 1) | 50.139.423 $ | 2,41 | 408.368 | |
| Global Unichip Corp | GLOBAL UNICHIP CORP | EC | TW0003443008 | Long | Modellwert (Stufe 2) | 48.524.652 $ | 2,33 | 685.000 | |
| ADVANTEST CORPORATION | ADVANTEST CORP | EC | JP3122400009 | Long | Modellwert (Stufe 2) | 48.067.710 $ | 2,31 | 348.300 | |
| Alchip Technologies Ltd | ALCHIP TECHNOLOGIES LTD | EC | G02242108 | Long | Modellwert (Stufe 2) | 45.424.288 $ | 2,18 | 557.000 | |
| WESTERN DIGITAL CORPORATION | WESTERN DIGITAL CORP | EC | 958102105 | Long | Börsenkurs (Stufe 1) | 44.416.081 $ | 2,13 | 164.206 | |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | SEAGATE TECHNOLOGY HOLDINGS PLC | EC | G7997R103 | Long | Börsenkurs (Stufe 1) | 44.045.969 $ | 2,12 | 112.431 | |
| CONSTELLATION ENERGY CORPORATION. | CONSTELLATION ENERGY CORP | EC | 21037T109 | Long | Börsenkurs (Stufe 1) | 41.819.084 $ | 2,01 | 149.755 | |
| ASE Technology Holding Co., Ltd. | ASE TECHNOLOGY HOLDING CO LTD | EC | TW0003711008 | Long | Modellwert (Stufe 2) | 30.024.798 $ | 1,44 | 2.728.000 | |
| LEGRAND SA | LEGRAND SA | EC | FR0010307819 | Long | Modellwert (Stufe 2) | 28.551.694 $ | 1,37 | 183.784 | |
| SNOWFLAKE INC. | SNOWFLAKE INC | EC | 833445109 | Long | Börsenkurs (Stufe 1) | 26.064.712 $ | 1,25 | 172.820 | |
| CELESTICA INC. | CELESTICA INC | EC | 15101Q207 | Long | Börsenkurs (Stufe 1) | 25.368.651 $ | 1,22 | 89.930 | |
| BLOOM ENERGY CORPORATION | BLOOM ENERGY CORP | EC | 093712107 | Long | Börsenkurs (Stufe 1) | 24.143.370 $ | 1,16 | 178.193 | |
| QUANTA COMPUTER INC. | QUANTA COMPUTER INC | EC | TW0002382009 | Long | Modellwert (Stufe 2) | 23.127.317 $ | 1,11 | 2.570.000 | |
| ENTEGRIS, INC. | ENTEGRIS INC | EC | 29362U104 | Long | Börsenkurs (Stufe 1) | 20.611.026 $ | 0,99 | 175.802 | |
| WORKDAY, INC. | WORKDAY INC CLASS A | EC | 98138H101 | Long | Börsenkurs (Stufe 1) | 20.298.181 $ | 0,98 | 156.236 | |
| MONGODB, INC. | MONGODB INC | EC | 60937P106 | Long | Börsenkurs (Stufe 1) | 20.131.598 $ | 0,97 | 82.247 | |
| ONTO INNOVATION INC. | ONTO INNOVATION INC | EC | 683344105 | Long | Börsenkurs (Stufe 1) | 18.991.123 $ | 0,91 | 92.608 | |
| Wistron Corporation | WISTRON CORP | EC | TW0003231007 | Long | Modellwert (Stufe 2) | 18.606.557 $ | 0,89 | 4.679.000 | |
| CGI INC. | CGI INC | EC | 12532H104 | Long | Börsenkurs (Stufe 1) | 18.091.722 $ | 0,87 | 247.467 | |
| Astera Labs, Inc | ASTERA LABS INC | EC | 04626A103 | Long | Börsenkurs (Stufe 1) | 17.485.036 $ | 0,84 | 159.535 | |
| RAMBUS INC. | RAMBUS INC | EC | 750917106 | Long | Börsenkurs (Stufe 1) | 17.254.177 $ | 0,83 | 200.560 | |
| GIGABYTE TECHNOLOGY CO., LTD. | GIGABYTE TECHNOLOGY CO LTD | EC | TW0002376001 | Long | Modellwert (Stufe 2) | 17.000.731 $ | 0,82 | 2.373.000 | |
| AMKOR TECHNOLOGY, INC. | AMKOR TECHNOLOGY INC | EC | 031652100 | Long | Börsenkurs (Stufe 1) | 16.910.656 $ | 0,81 | 375.542 | |
| Wiwynn Corporation | WIWYNN CORP | EC | Y9673D101 | Long | Modellwert (Stufe 2) | 16.678.916 $ | 0,80 | 155.000 | |
| COSTAR GROUP, INC. | COSTAR GROUP INC | EC | 22160N109 | Long | Börsenkurs (Stufe 1) | 16.596.804 $ | 0,80 | 411.423 | |
| Credo Technology Group Holding Ltd | CREDO TECHNOLOGY GROUP HOLDING LTD | EC | G25457105 | Long | Börsenkurs (Stufe 1) | 16.219.797 $ | 0,78 | 172.790 | |
| Orient Semiconductor Electronics, Limited | ORIENT SEMICONDUCTOR ELECTRONICS LTD | EC | TW0002329000 | Long | Modellwert (Stufe 2) | 16.105.856 $ | 0,77 | 9.885.000 | |
| CAMTEK LTD | CAMTEK LTD ISRAEL | EC | IL0010952641 | Long | Modellwert (Stufe 2) | 15.954.535 $ | 0,77 | 104.605 | |
| AURAS Technology Co., Ltd. | AURAS TECHNOLOGY CO LTD | EC | Y0453L116 | Long | Modellwert (Stufe 2) | 15.800.630 $ | 0,76 | 549.000 | |
| Presight Ai Holding Plc | PRESIGHT AI HOLDING PLC | EC | M7973X101 | Long | Modellwert (Stufe 2) | 14.891.173 $ | 0,72 | 18.125.577 | |
| MACQUARIE TECHNOLOGY GROUP LIMITED | MACQUARIE TECHNOLOGY GROUP LTD | EC | Q57012108 | Long | Modellwert (Stufe 2) | 14.275.748 $ | 0,69 | 342.705 | |
| TEMPUS AI, INC. | TEMPUS AI INC | EC | 88023B103 | Long | Börsenkurs (Stufe 1) | 13.758.185 $ | 0,66 | 304.250 | |
| Appier Group Inc | APPIER GROUP INC | EC | JP3160960005 | Long | Modellwert (Stufe 2) | 13.647.939 $ | 0,66 | 2.692.200 | |
| 2.064.126.764 $ | 99,19 | 60.612.824 |