| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 104.539.193 $ | 97,40 | 470.275 | |||||||
| NVIDIA CORP | NVIDIA CORP 0.00000000 | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 7.649.718 $ | 7,13 | 38.331 | |
| LUMENTUM HOLDINGS INC | LUMENTUM HOLDINGS INC 0.00000000 | EC | 55024U109 | Long | Börsenkurs (Stufe 1) | 7.560.539 $ | 7,04 | 8.379 | |
| BROADCOM INC | BROADCOM INC 0.00000000 | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 7.113.007 $ | 6,63 | 17.040 | |
| ALPHABET INC-CL A | ALPHABET INC-CL A 0.00000000 | EC | 02079K305 | Long | Börsenkurs (Stufe 1) | 6.550.450 $ | 6,10 | 17.023 | |
| ARISTA NETWORKS INC | ARISTA NETWORKS INC 0.00000000 | EC | 040413205 | Long | Börsenkurs (Stufe 1) | 6.358.491 $ | 5,92 | 36.816 | |
| VERTIV HOLDINGS CO-A | VERTIV HOLDINGS CO-A 0.00000000 | EC | 92537N108 | Long | Börsenkurs (Stufe 1) | 5.225.619 $ | 4,87 | 15.908 | |
| MARVELL TECHNOLOGY INC | MARVELL TECHNOLOGY INC 0.00000000 | EC | 573874104 | Long | Börsenkurs (Stufe 1) | 4.942.444 $ | 4,60 | 29.927 | |
| AMAZON.COM INC | AMAZON.COM INC 0.00000000 | EC | 023135106 | Long | Börsenkurs (Stufe 1) | 4.616.020 $ | 4,30 | 17.415 | |
| MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC 0.00000000 | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 4.393.274 $ | 4,09 | 8.495 | |
| DIGITALOCEAN HOLDINGS INC | DIGITALOCEAN HOLDINGS INC 0.00000000 | EC | 25402D102 | Long | Börsenkurs (Stufe 1) | 4.027.592 $ | 3,75 | 41.767 | |
| PALO ALTO NETWORKS INC | PALO ALTO NETWORKS INC 0.00000000 | EC | 697435105 | Long | Börsenkurs (Stufe 1) | 3.799.253 $ | 3,54 | 21.187 | |
| TAIWAN SEMICONDUCTOR-SP ADR | TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ 0.00000000 | EC | 874039100 | Long | Börsenkurs (Stufe 1) | 3.709.894 $ | 3,46 | 9.367 | |
| EATON CORP PLC | EATON CORP PLC 0.00000000 | EC | G29183103 | Long | Börsenkurs (Stufe 1) | 3.125.033 $ | 2,91 | 7.217 | |
| ASML HOLDING NV-NY REG SHS | ASML HOLDING NV-NY REG SHS 0.00000000 | EC | N07059210 | Long | Börsenkurs (Stufe 1) | 2.916.833 $ | 2,72 | 2.027 | |
| SYMBOTIC INC | SYMBOTIC INC 0.00000000 | EC | 87151X101 | Long | Börsenkurs (Stufe 1) | 2.895.486 $ | 2,70 | 48.993 | |
| KLA CORP | KLA CORP 0.00000000 | EC | 482480100 | Long | Börsenkurs (Stufe 1) | 2.688.538 $ | 2,50 | 1.536 | |
| MOTOROLA SOLUTIONS INC | MOTOROLA SOLUTIONS INC 0.00000000 | EC | 620076307 | Long | Börsenkurs (Stufe 1) | 2.584.570 $ | 2,41 | 5.887 | |
| INTL BUSINESS MACHINES CORP | INTL BUSINESS MACHINES CORP 0.00000000 | EC | 459200101 | Long | Börsenkurs (Stufe 1) | 2.482.573 $ | 2,31 | 10.748 | |
| TESLA INC | TESLA INC 0.00000000 | EC | 88160R101 | Long | Börsenkurs (Stufe 1) | 2.227.574 $ | 2,08 | 5.837 | |
| REDDIT INC-CL A | REDDIT INC-CL A 0.00000000 | EC | 75734B100 | Long | Börsenkurs (Stufe 1) | 2.149.852 $ | 2,00 | 14.602 | |
| COGNEX CORP | COGNEX CORP 0.00000000 | EC | 192422103 | Long | Börsenkurs (Stufe 1) | 2.090.729 $ | 1,95 | 37.664 | |
| SPOTIFY TECHNOLOGY SA | SPOTIFY TECHNOLOGY SA 0.00000000 | EC | L8681T102 | Long | Börsenkurs (Stufe 1) | 1.898.731 $ | 1,77 | 4.252 | |
| PALANTIR TECHNOLOGIES INC-A | PALANTIR TECHNOLOGIES INC-A 0.00000000 | EC | 69608A108 | Long | Börsenkurs (Stufe 1) | 1.879.098 $ | 1,75 | 13.508 | |
| CELESTICA INC | CELESTICA INC 0.00000000 | EC | 15101Q207 | Long | Börsenkurs (Stufe 1) | 1.833.734 $ | 1,71 | 4.477 | |
| CADENCE DESIGN SYS INC | CADENCE DESIGN SYS INC 0.00000000 | EC | 127387108 | Long | Börsenkurs (Stufe 1) | 1.733.643 $ | 1,62 | 5.260 | |
| DEERE AND CO | DEERE AND CO 0.00000000 | EC | 244199105 | Long | Börsenkurs (Stufe 1) | 1.661.074 $ | 1,55 | 2.816 | |
| DATADOG INC - CLASS A | DATADOG INC - CLASS A 0.00000000 | EC | 23804L103 | Long | Börsenkurs (Stufe 1) | 1.520.185 $ | 1,42 | 11.500 | |
| NEBIUS GROUP NV | NEBIUS GROUP NV 0.00000000 | EC | N97284108 | Long | Börsenkurs (Stufe 1) | 1.235.362 $ | 1,15 | 8.937 | |
| MICROSOFT CORP | MICROSOFT CORP 0.00000000 | EC | 594918104 | Long | Börsenkurs (Stufe 1) | 1.223.748 $ | 1,14 | 3.001 | |
| ORACLE CORP | ORACLE CORP 0.00000000 | EC | 68389X105 | Long | Börsenkurs (Stufe 1) | 1.168.141 $ | 1,09 | 7.238 | |
| SERVICENOW INC | SERVICENOW INC 0.00000000 | EC | 81762P102 | Long | Börsenkurs (Stufe 1) | 706.038 $ | 0,66 | 7.995 | |
| COREWEAVE INC-CL A | COREWEAVE INC-CL A 0.00000000 | EC | 21873S108 | Long | Börsenkurs (Stufe 1) | 571.950 $ | 0,53 | 5.125 | |
| 104.539.193 $ | 97,40 | 470.275 |