| 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 | ||||
| 3.386.302.255 $ | +695.891.960 $ | +22,7 % | 8 | 3.970.138.146 $ | +57.215.321 $ | +29,9 % | 9 | 4.267.025.873 $ | +877.282.519 $ | +104,9 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 768.308.847 $ | +110.719.948 $ | +16,8 % | 1 | 657.588.899 $ | +373.093.102 $ | +131,1 % | 1 | ||||
| CELESTICA INC | CLS | → 0 | Schwach | 427.646.858 $ | -128.806.746 $ | -23,1 % | 1 | 556.453.604 $ | -181.044.273 $ | -24,5 % | 1 | 737.497.877 $ | +13.285.634 $ | +1,8 % | 1 |
| AppLovin Corp | APP | → 0 | Neutral | 544.686.440 $ | -153.306.190 $ | -22,0 % | 1 | 697.992.630 $ | +269.311.268 $ | +62,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 594.546.686 $ | +27.154.197 $ | +4,8 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Stark | 310.052.854 $ | -225.913.826 $ | -42,2 % | 1 | 535.966.680 $ | +76.886.509 $ | +16,7 % | 1 | ||||
| Roblox Corp | RBLX | → 0 | Neutral | 332.637.306 $ | -182.598.916 $ | -35,4 % | 1 | 515.236.222 $ | +154.186.561 $ | +42,7 % | 1 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 508.009.605 $ | +269.783.108 $ | +113,2 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 357.082.445 $ | -114.989.403 $ | -24,4 % | 1 | 472.071.848 $ | +20.798.617 $ | +4,6 % | 1 | ||||
| CARVANA CO. | CVNA | → 0 | Neutral | 451.899.860 $ | +237.736.562 $ | +111,0 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 378.934.561 $ | -49.900.839 $ | -11,6 % | 1 | 428.835.400 $ | +110.991.357 $ | +34,9 % | 1 | 317.844.043 $ | -31.641.814 $ | -9,1 % | 1 |
| Bloom Energy Corp | BE | → 0 | Neutral | 395.869.887 $ | +347.301.547 $ | +715,1 % | 1 | ||||||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Neutral | 342.388.435 $ | +47.322.355 $ | +16,0 % | 1 | ||||||||
| JFrog Ltd | FROG | → 0 | Schwach | 330.901.338 $ | +193.246.908 $ | +140,4 % | 1 | ||||||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 329.845.764 $ | +329.845.764 $ | 1 | |||||||||
| Fabrinet | FN | → 0 | Stark | 318.787.444 $ | +38.313.566 $ | +13,7 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 312.380.741 $ | +78.614.804 $ | +33,6 % | 1 | ||||||||
| 3.386.302.255 $ | +695.891.960 $ | +22,7 % | 8 | 3.970.138.146 $ | +57.215.321 $ | +29,9 % | 9 | 4.267.025.873 $ | +877.282.519 $ | +104,9 % | 8 | ||||