| 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 | ||||
| 81.118.426 $ | +25.652.266 $ | +71,2 % | 8 | 52.130.348 $ | +6.017.411 $ | +16,0 % | 5 | 112.303.682 $ | +64.245.492 $ | +45,6 % | 12 | ||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 14.385.444 $ | +4.090.930 $ | +39,7 % | 1 | 10.294.514 $ | +1.899.535 $ | +22,6 % | 1 | 8.394.979 $ | +2.428.636 $ | +40,7 % | 1 |
| NLIGHT, INC. | LASR | → 0 | Neutral | 14.071.282 $ | +3.785.477 $ | +36,8 % | 1 | 10.285.805 $ | +2.140.982 $ | +26,3 % | 1 | 8.144.823 $ | +3.347.488 $ | +69,8 % | 1 |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 11.273.638 $ | -1.661.149 $ | -12,8 % | 1 | 12.934.787 $ | +3.638.381 $ | +39,1 % | 1 | ||||
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Schwach | 12.493.127 $ | +5.576.211 $ | +80,6 % | 1 | ||||||||
| Fabrinet | FN | → 0 | Neutral | 8.742.761 $ | -1.481.917 $ | -14,5 % | 1 | 10.224.678 $ | +2.007.439 $ | +24,4 % | 1 | 8.217.239 $ | -291.646 $ | -3,4 % | 1 |
| TTM TECHNOLOGIES INC | TTMI | → 0 | Stark | 9.276.527 $ | -775.186 $ | -7,7 % | 1 | 10.051.713 $ | +1.630.604 $ | +19,4 % | 1 | 8.421.109 $ | +1.982.530 $ | +30,8 % | 1 |
| STERLING INFRASTRUCTURE, INC. | STRL | → 0 | Neutral | 9.894.886 $ | +3.761.160 $ | +61,3 % | 1 | ||||||||
| Primoris Services Corp | PRIM | → 0 | Neutral | 9.183.862 $ | +9.183.862 $ | 1 | |||||||||
| RAMBUS INC | RMBS | → 0 | Schwach | 9.142.750 $ | +9.142.750 $ | 1 | |||||||||
| IonQ, Inc. | IONQ | → 0 | Schwach | 9.066.982 $ | +9.066.982 $ | 1 | |||||||||
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Neutral | 8.989.594 $ | +3.048.157 $ | +51,3 % | 1 | ||||||||
| AXT INC | AXTI | → 0 | Schwach | 8.832.527 $ | +6.942.892 $ | +367,4 % | 1 | ||||||||
| Nextpower Inc. | NXT | → 0 | Neutral | 8.503.476 $ | +1.725.098 $ | +25,5 % | 1 | ||||||||
| GOLAR LNG LTD | GLNG | → 0 | Stark | 8.316.815 $ | +8.316.815 $ | 1 | |||||||||
| ISHARES TR | → 0 | 8.303.383 $ | +8.303.383 $ | 1 | |||||||||||
| SPX Technologies, Inc. | SPXC | → 0 | Schwach | 8.105.755 $ | +8.105.755 $ | 1 | |||||||||
| 81.118.426 $ | +25.652.266 $ | +71,2 % | 8 | 52.130.348 $ | +6.017.411 $ | +16,0 % | 5 | 112.303.682 $ | +64.245.492 $ | +45,6 % | 12 | ||||