| 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 | ||||
| 36.116.007 $ | +3.757.040 $ | +17,6 % | 9 | 32.020.233 $ | +1.656.960 $ | +5,9 % | 8 | 30.363.273 $ | -894.124 $ | +0,4 % | 8 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 6.064.972 $ | +1.175.109 $ | +24,0 % | 1 | 4.889.863 $ | +969.088 $ | +24,7 % | 1 | 3.920.775 $ | -332.792 $ | -7,8 % | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 4.895.401 $ | -976.547 $ | -16,6 % | 1 | 5.871.948 $ | +304.102 $ | +5,5 % | 1 | 5.567.846 $ | -967.308 $ | -14,8 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 4.937.916 $ | +1.228.242 $ | +33,1 % | 1 | 3.709.674 $ | +753.248 $ | +25,5 % | 1 | 2.956.426 $ | -1.009.001 $ | -25,4 % | 1 |
| Brookfield Renewable Corp | BEPC | → 0 | 4.721.130 $ | +230.289 $ | +5,1 % | 1 | 4.490.841 $ | +531.336 $ | +13,4 % | 1 | 3.959.505 $ | -90.235 $ | -2,2 % | 1 | |
| QUALCOMM INC/DE | QCOM | → 0 | Schwach | 2.881.933 $ | -910.850 $ | -24,0 % | 1 | 3.792.783 $ | +144.067 $ | +3,9 % | 1 | 3.648.716 $ | -185.433 $ | -4,8 % | 1 |
| CORNING INC /NY | GLW | → 0 | Stark | 3.695.664 $ | +1.288.678 $ | +53,5 % | 1 | ||||||||
| Tempus AI, Inc. | TEM | → 0 | Neutral | 2.737.086 $ | -957.414 $ | -25,9 % | 1 | 3.694.500 $ | +710.407 $ | +23,8 % | 1 | ||||
| Horizon Technology Finance Corp | HRZN | → 0 | Neutral | 3.605.190 $ | +555.013 $ | +18,2 % | 1 | 3.050.177 $ | +258.550 $ | +9,3 % | 1 | ||||
| CRISPR Therapeutics AG | CRSP | → 0 | Neutral | 2.712.537 $ | -210.311 $ | -7,2 % | 1 | 2.922.848 $ | -642.480 $ | -18,0 % | 1 | 3.565.328 $ | +721.688 $ | +25,4 % | 1 |
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 3.289.506 $ | +1.128.945 $ | +52,3 % | 1 | ||||||||
| Nextpower Inc. | NXT | → 0 | Neutral | 2.916.948 $ | +803.485 $ | +38,0 % | 1 | ||||||||
| 36.116.007 $ | +3.757.040 $ | +17,6 % | 9 | 32.020.233 $ | +1.656.960 $ | +5,9 % | 8 | 30.363.273 $ | -894.124 $ | +0,4 % | 8 | ||||