| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.589.103.561 $ | +547.239.418 $ | +45,1 % | 19 | 461.239.848 $ | +135.573.287 $ | +5.698,5 % | 6 | ||||
| KLA CORP | KLAC | → 0 | Stark | 108.397.464 $ | +48.386.450 $ | +80,6 % | 1 | 79.167.083 $ | +9.576.147 $ | +13,8 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 101.038.527 $ | +43.006.003 $ | +74,1 % | 1 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 95.547.098 $ | +39.502.371 $ | +70,5 % | 1 | 83.344.180 $ | +83.100.538 $ | +34.107,6 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 93.154.088 $ | +39.729.517 $ | +74,4 % | 1 | 73.234.755 $ | +6.652.469 $ | +10,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 83.427.669 $ | +23.685.641 $ | +39,6 % | 1 | ||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 82.880.446 $ | +17.761.048 $ | +27,3 % | 1 | ||||
| DROPBOX, INC. | DBX | → 0 | Schwach | 82.552.102 $ | +28.522.533 $ | +52,8 % | 1 | ||||
| Clear Secure, Inc. | YOU | → 0 | Neutral | 82.541.926 $ | +82.541.926 $ | 1 | |||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 82.425.436 $ | +29.425.607 $ | +55,5 % | 1 | ||||
| JABIL INC | JBL | → 0 | Schwach | 81.814.661 $ | +21.504.166 $ | +35,7 % | 1 | ||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 80.561.959 $ | +22.520.523 $ | +38,8 % | 1 | ||||
| CURTISS WRIGHT CORP | CW | → 0 | Sehr stark | 80.025.518 $ | +18.694.068 $ | +30,5 % | 1 | ||||
| TEXAS INSTRUMENTS INC | TXN | → 0 | Stark | 79.290.197 $ | +20.780.284 $ | +35,5 % | 1 | ||||
| TD SYNNEX CORP | SNX | → 0 | Neutral | 77.807.436 $ | +12.533.031 $ | +19,2 % | 1 | ||||
| SS&C Technologies Holdings Inc | SSNC | → 0 | Stark | 77.577.082 $ | +21.707.436 $ | +38,9 % | 1 | ||||
| Nextpower Inc. | NXT | → 0 | Neutral | 76.876.350 $ | +18.754.168 $ | +32,3 % | 1 | ||||
| LOCKHEED MARTIN CORP | LMT | → 0 | Neutral | 75.613.034 $ | +17.676.813 $ | +30,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 75.305.278 $ | +18.761.070 $ | +33,2 % | 1 | ||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 74.937.075 $ | +19.353.774 $ | +34,8 % | 1 | 75.270.092 $ | +5.162.660 $ | +7,4 % | 1 |
| CORPAY, INC. | CPAY | → 0 | Stark | 74.206.565 $ | +21.147.157 $ | +39,9 % | 1 | ||||
| TE Connectivity plc | TEL | → 0 | Stark | 73.347.388 $ | +12.327.305 $ | +20,2 % | 1 | ||||
| 1.589.103.561 $ | +547.239.418 $ | +45,1 % | 19 | 461.239.848 $ | +135.573.287 $ | +5.698,5 % | 6 | ||||