| 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 | ||||
| 1.438.331.339 $ | +129.215.338 $ | +6,0 % | 7 | 1.777.493.410 $ | +151.313.926 $ | +31,0 % | 9 | 1.764.752.288 $ | +228.232.243 $ | +14,4 % | 9 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 398.704.423 $ | -67.647.425 $ | -14,5 % | 1 | 466.351.848 $ | +61.335.418 $ | +15,1 % | 1 | 405.016.430 $ | +52.641.013 $ | +14,9 % | 1 |
| Wix.com Ltd. | WIX | → 0 | Neutral | 338.184.028 $ | +25.633.041 $ | +8,2 % | 1 | 312.550.987 $ | -129.512.353 $ | -29,3 % | 1 | 442.063.340 $ | +118.660.741 $ | +36,7 % | 1 |
| ILLUMINA, INC. | ILMN | → 0 | Neutral | 190.383.328 $ | +6.512.616 $ | +3,5 % | 1 | 183.870.712 $ | +49.831.858 $ | +37,2 % | 1 | 134.038.854 $ | +2.125.751 $ | +1,6 % | 1 |
| EPAM Systems, Inc. | EPAM | → 0 | Neutral | 168.294.988 $ | +22.269.349 $ | +15,3 % | 1 | 146.025.639 $ | +67.587.226 $ | +86,2 % | 1 | ||||
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 154.588.298 $ | +14.242.643 $ | +10,1 % | 1 | 140.345.655 $ | +87.053.862 $ | +163,4 % | 1 | ||||
| RH | RH | → 0 | Neutral | 150.947.670 $ | +19.339.809 $ | +14,7 % | 1 | 131.607.861 $ | -7.105.444 $ | -5,1 % | 1 | ||||
| UiPath, Inc. | PATH | → 0 | Neutral | 142.049.360 $ | -3.287.478 $ | -2,3 % | 1 | 145.336.838 $ | +18.708.281 $ | +14,8 % | 1 | ||||
| ALIGN TECHNOLOGY INC | ALGN | → 0 | Neutral | 129.394.850 $ | +20.879.657 $ | +19,2 % | 1 | 108.515.193 $ | +5.306.615 $ | +5,1 % | 1 | ||||
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | → 0 | Neutral | 127.128.202 $ | -4.187.626 $ | -3,2 % | 1 | ||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 126.341.776 $ | -8.260.350 $ | -6,1 % | 1 | ||||||||
| MDA Space Ltd. | MDA | → 0 | Neutral | 120.570.979 $ | +120.570.979 $ | 1 | |||||||||
| RADWARE LTD | RDWR | → 0 | Neutral | 106.505.433 $ | +9.023.827 $ | +9,3 % | 1 | 107.193.348 $ | -11.937.349 $ | -10,0 % | 1 | ||||
| nCino, Inc. | NCNO | → 0 | Stark | 104.566.997 $ | +38.976.846 $ | +59,4 % | 1 | ||||||||
| 1.438.331.339 $ | +129.215.338 $ | +6,0 % | 7 | 1.777.493.410 $ | +151.313.926 $ | +31,0 % | 9 | 1.764.752.288 $ | +228.232.243 $ | +14,4 % | 9 | ||||