| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.267.398.762 $ | +743.073.048 $ | +51,2 % | 11 | 830.530.987 $ | +190.043.704 $ | +37,8 % | 5 | 866.695.049 $ | +64.762.469 $ | +15,1 % | 6 | 455.228.139 $ | +24.656.308 $ | +9,1 % | 3 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 293.359.163 $ | +140.959.085 $ | +92,5 % | 1 | 152.400.078 $ | +79.964.167 $ | +110,4 % | 1 | ||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 286.184.710 $ | +167.096.201 $ | +140,3 % | 1 | ||||||||||||
| nVent Electric plc | NVT | → 0 | Sehr stark | 245.938.062 $ | +77.461.449 $ | +46,0 % | 1 | 168.476.613 $ | +24.559.724 $ | +17,1 % | 1 | 143.916.889 $ | +3.552.662 $ | +2,5 % | 1 | 140.364.227 $ | +33.140.510 $ | +30,9 % | 1 |
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 235.056.338 $ | +57.542.251 $ | +32,4 % | 1 | 177.514.087 $ | +42.429.142 $ | +31,4 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 213.588.374 $ | +32.419.285 $ | +17,9 % | 1 | 181.169.089 $ | +39.591.304 $ | +28,0 % | 1 | 141.577.785 $ | +6.543.452 $ | +4,8 % | 1 | ||||
| ANALOG DEVICES INC | ADI | → 0 | Stark | 209.511.941 $ | +84.177.825 $ | +67,2 % | 1 | ||||||||||||
| REGAL REXNORD CORP | RRX | → 0 | Schwach | 168.131.890 $ | +60.808.128 $ | +56,7 % | 1 | ||||||||||||
| Autodesk, Inc. | ADSK | → 0 | Stark | 150.159.953 $ | -15.197.129 $ | -9,2 % | 1 | 165.357.082 $ | -15.814.118 $ | -8,7 % | 1 | ||||||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Schwach | 162.803.174 $ | +41.297.620 $ | +34,0 % | 1 | ||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 157.977.428 $ | +7.006.308 $ | +4,6 % | 1 | 150.971.120 $ | +3.499.367 $ | +2,4 % | 1 | 147.471.753 $ | +70.827.533 $ | +92,4 % | 1 | ||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 153.827.751 $ | +26.458.547 $ | +20,8 % | 1 | 140.823.346 $ | +5.797.458 $ | +4,3 % | 1 | ||||||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Stark | 142.745.323 $ | -6.761.507 $ | -4,5 % | 1 | 149.506.830 $ | +7.329.916 $ | +5,2 % | 1 | ||||||||
| GENERAC HOLDINGS INC. | GNRC | → 0 | Neutral | 141.019.931 $ | +47.846.349 $ | +51,4 % | 1 | ||||||||||||
| 2.267.398.762 $ | +743.073.048 $ | +51,2 % | 11 | 830.530.987 $ | +190.043.704 $ | +37,8 % | 5 | 866.695.049 $ | +64.762.469 $ | +15,1 % | 6 | 455.228.139 $ | +24.656.308 $ | +9,1 % | 3 | ||||