| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.065.770.795 $ | +133.004.903 $ | +10,2 % | 8 | 2.075.397.888 $ | -283.358.729 $ | -6,2 % | 8 | 2.672.630.346 $ | +350.560.859 $ | +20,4 % | 9 | ||||
| Super Micro Computer, Inc. | SMCI | → 0 | Schwach | 282.089.391 $ | -172.451.034 $ | -37,9 % | 1 | 454.540.425 $ | -22.364.760 $ | -4,7 % | 1 | ||||
| Everpure, Inc. | PSTG | → 0 | 275.526.514 $ | -52.648.662 $ | -16,0 % | 1 | 328.175.176 $ | -104.299.677 $ | -24,1 % | 1 | 432.474.853 $ | +118.228.836 $ | +37,6 % | 1 | |
| GARMIN LTD | GRMN | → 0 | Stark | 308.907.626 $ | +25.016.008 $ | +8,8 % | 1 | 283.891.618 $ | -55.112.942 $ | -16,3 % | 1 | 339.004.560 $ | +42.754.697 $ | +14,4 % | 1 |
| PLEXUS CORP | PLXS | → 0 | Neutral | 302.720.132 $ | +68.866.652 $ | +29,4 % | 1 | 233.853.480 $ | +9.067.581 $ | +4,0 % | 1 | 224.785.899 $ | +1.996.496 $ | +0,9 % | 1 |
| EXPAND ENERGY Corp | EXE | → 0 | Sehr stark | 260.541.094 $ | -20.863.552 $ | -7,4 % | 1 | 281.404.646 $ | +16.476.508 $ | +6,2 % | 1 | 264.928.138 $ | -41.776.130 $ | -13,6 % | 1 |
| Arista Networks, Inc. | ANET | → 0 | Stark | 222.353.721 $ | -33.000.688 $ | -12,9 % | 1 | 255.354.409 $ | -24.884.680 $ | -8,9 % | 1 | 280.239.089 $ | +72.389.878 $ | +34,8 % | 1 |
| InterDigital, Inc. | IDCC | → 0 | Neutral | 273.056.561 $ | +57.654.048 $ | +26,8 % | 1 | ||||||||
| VIASAT INC | VSAT | → 0 | Neutral | 259.259.510 $ | +55.057.476 $ | +27,0 % | 1 | 204.202.034 $ | +36.432.725 $ | +21,7 % | 1 | ||||
| Coterra Energy Inc. | CTRA | → 0 | 224.723.744 $ | +46.338.996 $ | +26,0 % | 1 | |||||||||
| COGNEX CORP | CGNX | → 0 | Neutral | 211.738.454 $ | +44.238.673 $ | +26,4 % | 1 | 208.586.477 $ | +57.322.805 $ | +37,9 % | 1 | ||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 206.427.134 $ | +11.412.790 $ | +5,9 % | 1 | 195.014.344 $ | +64.354.989 $ | +49,3 % | 1 | ||||
| 2.065.770.795 $ | +133.004.903 $ | +10,2 % | 8 | 2.075.397.888 $ | -283.358.729 $ | -6,2 % | 8 | 2.672.630.346 $ | +350.560.859 $ | +20,4 % | 9 | ||||