| 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 | ||||
| 680.658.739 $ | +204.178.351 $ | +46,3 % | 11 | 405.235.280 $ | +43.742.549 $ | +22,0 % | 8 | 306.386.842 $ | +43.096.521 $ | +19,0 % | 6 | ||||
| NLIGHT, INC. | LASR | → 0 | Neutral | 109.634.635 $ | +39.950.808 $ | +57,3 % | 1 | 69.683.827 $ | +16.564.941 $ | +31,2 % | 1 | 53.118.886 $ | +16.952.163 $ | +46,9 % | 1 |
| VICOR CORP | VICR | → 0 | Neutral | 84.042.000 $ | +21.594.660 $ | +34,6 % | 1 | 62.447.340 $ | +30.554.446 $ | +95,8 % | 1 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 71.477.945 $ | +25.264.592 $ | +54,7 % | 1 | 46.213.353 $ | +3.369.113 $ | +7,9 % | 1 | 42.844.240 $ | +6.279.492 $ | +17,2 % | 1 |
| Super Micro Computer, Inc. | SMCI | → 0 | Schwach | 40.392.600 $ | -26.963.100 $ | -40,0 % | 1 | 67.355.700 $ | -2.581.570 $ | -3,7 % | 1 | ||||
| PDF SOLUTIONS INC | PDFS | → 0 | Neutral | 66.162.517 $ | +10.101.067 $ | +18,0 % | 1 | 56.061.450 $ | +3.942.489 $ | +7,6 % | 1 | 52.118.961 $ | +11.208.331 $ | +27,4 % | 1 |
| Arteris, Inc. | AIP | → 0 | Neutral | 64.979.100 $ | +12.100.850 $ | +22,9 % | 1 | 52.878.250 $ | +19.295.750 $ | +57,5 % | 1 | ||||
| FORMFACTOR INC | FORM | → 0 | Schwach | 58.533.465 $ | +19.794.255 $ | +51,1 % | 1 | 38.739.210 $ | +11.788.410 $ | +43,7 % | 1 | ||||
| ThredUp Inc. | TDUP | → 0 | Neutral | 38.819.250 $ | -14.809.500 $ | -27,6 % | 1 | 53.628.750 $ | +9.625.000 $ | +21,9 % | 1 | ||||
| VISHAY INTERTECHNOLOGY INC | VSH | → 0 | Schwach | 52.560.000 $ | +18.146.250 $ | +52,7 % | 1 | ||||||||
| LINCOLN EDUCATIONAL SERVICES CORP | LINC | → 0 | Neutral | 51.968.700 $ | +24.799.950 $ | +91,3 % | 1 | ||||||||
| Oil-Dri Corp of America | ODC | → 0 | Stark | 44.098.475 $ | +13.021.575 $ | +41,9 % | 1 | ||||||||
| NOVA LTD. | NVMI | → 0 | Neutral | 40.018.902 $ | +3.321.319 $ | +9,1 % | 1 | 37.320.305 $ | +1.613.105 $ | +4,5 % | 1 | ||||
| UNIVERSAL TECHNICAL INSTITUTE INC | UTI | → 0 | Neutral | 37.183.000 $ | +16.083.025 $ | +76,2 % | 1 | ||||||||
| 680.658.739 $ | +204.178.351 $ | +46,3 % | 11 | 405.235.280 $ | +43.742.549 $ | +22,0 % | 8 | 306.386.842 $ | +43.096.521 $ | +19,0 % | 6 | ||||