| 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 | ||||
| 5.830.848.279 $ | +3.550.609.088 $ | +1.112.847,6 % | 8 | 4.377.370.177 $ | +3.254.914.563 $ | +32.515,2 % | 8 | 4.356.448.328 $ | +1.732.375.701 $ | +290.667,9 % | 9 | ||||
| LUMENTUM HLDGS INC | → 0 | 2.450.678.343 $ | +2.450.584.478 $ | +2.610.754,3 % | 1 | 1.303.116.680 $ | +1.299.366.680 $ | +34.649,8 % | 1 | 586.052.753 $ | +586.030.321 $ | +2.612.474,7 % | 1 | ||
| Bloom Energy Corp | BE | → 0 | Neutral | 1.055.060.507 $ | +767.915.133 $ | +267,4 % | 1 | ||||||||
| Strategy Inc | MSTR | → 0 | Schwach | 888.421.209 $ | +212.407.525 $ | +31,4 % | 1 | 676.013.684 $ | -14.386.347 $ | -2,1 % | 1 | 690.400.031 $ | -472.455.537 $ | -40,6 % | 1 |
| CENTRUS ENERGY CORP | LEU | → 0 | Schwach | 488.610.802 $ | -155.413.114 $ | -24,1 % | 1 | 644.023.916 $ | +644.023.916 $ | 1 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 595.431.603 $ | +262.419.562 $ | +78,8 % | 1 | 333.012.041 $ | +189.082.702 $ | +131,4 % | 1 | ||||
| EXACT SCIENCES CORP | EXAS | → 0 | 465.777.789 $ | +137.665.821 $ | +42,0 % | 1 | |||||||||
| BRIDGEBIO PHARMA INC | → 0 | 373.807.963 $ | +373.802.013 $ | +6.282.386,8 % | 1 | 389.074.007 $ | +388.707.921 $ | +106.179,4 % | 1 | ||||||
| UPSTART HLDGS INC | → 0 | 379.450.167 $ | +378.750.415 $ | +54.126,4 % | 1 | ||||||||||
| SOLARIS ENERGY INFRAS INC | → 0 | 357.653.896 $ | +353.941.396 $ | +9.533,8 % | 1 | 301.821.271 $ | +18.510.865 $ | +6,5 % | 1 | ||||||
| Applied Digital Corp. | APLD | → 0 | Schwach | 346.465.231 $ | -4.393.180 $ | -1,3 % | 1 | 350.858.411 $ | +350.858.411 $ | 1 | |||||
| JAZZ INVESTMENTS I LTD | → 0 | 343.101.035 $ | +255.765.208 $ | +292,9 % | 1 | ||||||||||
| MKS INC | MKSI | → 0 | Neutral | 329.779.232 $ | +57.260.408 $ | +21,0 % | 1 | ||||||||
| Li Auto Inc. | LI | → 0 | Neutral | 309.100.542 $ | -13.934.709 $ | -4,3 % | 1 | ||||||||
| ALIBABA GROUP HLDG LTD | → 0 | 305.632.113 $ | +295.433.363 $ | +2.896,8 % | 1 | ||||||||||
| PELOTON INTERACTIVE, INC. | PTON | → 0 | Neutral | 304.580.943 $ | +88.122.148 $ | +40,7 % | 1 | ||||||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 296.742.615 $ | +87.833.953 $ | +42,0 % | 1 | ||||||||
| 5.830.848.279 $ | +3.550.609.088 $ | +1.112.847,6 % | 8 | 4.377.370.177 $ | +3.254.914.563 $ | +32.515,2 % | 8 | 4.356.448.328 $ | +1.732.375.701 $ | +290.667,9 % | 9 | ||||