| 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 | ||||
| 1.252.776.266 $ | +323.690.597 $ | +37,2 % | 6 | 1.687.763.677 $ | +216.602.484 $ | +13.721,3 % | 9 | 2.245.007.574 $ | +845.831.052 $ | +19.619,3 % | 10 | ||||
| SEAGATE HDD CAYMAN | → 0 | 509.607.999 $ | +509.348.025 $ | +195.922,7 % | 1 | ||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 390.050.515 $ | +185.412.735 $ | +90,6 % | 1 | 204.637.780 $ | +109.878.666 $ | +116,0 % | 1 | ||||
| InterDigital, Inc. | IDCC | → 0 | Neutral | 331.327.298 $ | -27.980.407 $ | -7,8 % | 1 | 359.307.705 $ | +198.529.687 $ | +123,5 % | 1 | ||||
| DEXCOM INC | DXCM | → 0 | Stark | 206.785.323 $ | -536.234 $ | -0,3 % | 1 | ||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 203.913.735 $ | +30.839.508 $ | +17,8 % | 1 | 173.074.227 $ | +8.559.784 $ | +5,2 % | 1 | 164.514.443 $ | +24.767.757 $ | +17,7 % | 1 |
| RingCentral, Inc. | RNG | → 0 | Neutral | 201.566.747 $ | +3.420.509 $ | +1,7 % | 1 | 198.146.238 $ | +5.396.235 $ | +2,8 % | 1 | ||||
| Teladoc Health, Inc. | TDOC | → 0 | Neutral | 181.657.117 $ | +1.579.969 $ | +0,9 % | 1 | 180.077.148 $ | +2.435.460 $ | +1,4 % | 1 | 177.641.688 $ | +57.260.784 $ | +47,6 % | 1 |
| Cutler Capital Management, LLC | → 0 | 168.615.134 $ | +2.328.765 $ | +1,4 % | 1 | 166.286.369 $ | -10.738.452 $ | -6,1 % | 1 | 177.024.821 $ | +87.235.415 $ | +97,2 % | 1 | ||
| Unity Software Inc. | U | → 0 | Neutral | 176.858.607 $ | +46.049.615 $ | +35,2 % | 1 | 130.808.992 $ | -33.190.284 $ | -20,2 % | 1 | 163.999.276 $ | +6.689.266 $ | +4,3 % | 1 |
| Cloudflare, Inc. | NET | → 0 | Neutral | 152.332.173 $ | -40.501.274 $ | -21,0 % | 1 | ||||||||
| BENTLEY SYSTEMS INC | BSY | → 0 | Stark | 151.797.616 $ | +16.149.708 $ | +11,9 % | 1 | 135.647.908 $ | -2.358.609 $ | -1,7 % | 1 | ||||
| JAMF HLDG CORP | → 0 | 148.187.500 $ | +148.067.500 $ | +123.389,6 % | 1 | ||||||||||
| Mirum Pharmaceuticals, Inc. | MIRM | → 0 | Neutral | 131.681.158 $ | +57.480.005 $ | +77,5 % | 1 | ||||||||
| 1.252.776.266 $ | +323.690.597 $ | +37,2 % | 6 | 1.687.763.677 $ | +216.602.484 $ | +13.721,3 % | 9 | 2.245.007.574 $ | +845.831.052 $ | +19.619,3 % | 10 | ||||