| 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 | ||||
| 204.473.108 $ | -47.108.464 $ | -6,0 % | 7 | 246.157.606 $ | +3.759.838 $ | +8,1 % | 6 | 221.301.768 $ | -3.585.157 $ | +18,5 % | 5 | 294.098.155 $ | +39.532.873 $ | +13,0 % | 7 | ||||
| CELESTICA INC | CLS | → 0 | Neutral | 30.099.381 $ | -28.835.064 $ | -48,9 % | 1 | 58.934.445 $ | -8.937.885 $ | -13,2 % | 1 | 67.872.330 $ | -14.614.720 $ | -17,7 % | 1 | 82.487.050 $ | +21.487.059 $ | +35,2 % | 1 |
| Fabrinet | FN | → 0 | Neutral | 23.384.192 $ | -28.802.943 $ | -55,2 % | 1 | 52.187.135 $ | +3.247.427 $ | +6,6 % | 1 | 48.939.708 $ | -4.213.028 $ | -7,9 % | 1 | 53.152.736 $ | +7.635.404 $ | +16,8 % | 1 |
| Silicon Motion Technology CORP | SIMO | → 0 | Stark | 49.179.667 $ | +7.886.957 $ | +19,1 % | 1 | 41.292.710 $ | +5.650.414 $ | +15,9 % | 1 | 35.642.296 $ | -754.415 $ | -2,1 % | 1 | 36.396.711 $ | +7.532.610 $ | +26,1 % | 1 |
| PEGASYSTEMS INC | PEGA | → 0 | Neutral | 29.221.696 $ | -12.776.188 $ | -30,4 % | 1 | 41.997.884 $ | +1.554.956 $ | +3,8 % | 1 | 40.442.928 $ | +2.357.060 $ | +6,2 % | 1 | ||||
| VICOR CORP | VICR | → 0 | Neutral | 29.257.137 $ | -6.136.463 $ | -17,3 % | 1 | 35.393.600 $ | +8.544.050 $ | +31,8 % | 1 | 26.849.550 $ | +14.442.050 $ | +116,4 % | 1 | ||||
| Super Micro Computer, Inc. | SMCI | → 0 | Schwach | 34.485.635 $ | -2.477.320 $ | -6,7 % | 1 | ||||||||||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 25.777.620 $ | -3.350.400 $ | -11,5 % | 1 | 29.128.020 $ | +8.032.020 $ | +38,1 % | 1 | ||||||||
| VARONIS SYSTEMS INC | VRNS | → 0 | Neutral | 25.487.945 $ | +2.998.060 $ | +13,3 % | 1 | ||||||||||||
| KULICKE & SOFFA INDUSTRIES INC | KLIC | → 0 | Stark | 23.613.186 $ | +7.570.934 $ | +47,2 % | 1 | ||||||||||||
| DigitalOcean Holdings, Inc. | DOCN | → 0 | Neutral | 23.161.925 $ | +4.558.515 $ | +24,5 % | 1 | ||||||||||||
| Arlo Technologies, Inc. | ARLO | → 0 | Neutral | 21.645.150 $ | +0 $ | +0,0 % | 1 | ||||||||||||
| 204.473.108 $ | -47.108.464 $ | -6,0 % | 7 | 246.157.606 $ | +3.759.838 $ | +8,1 % | 6 | 221.301.768 $ | -3.585.157 $ | +18,5 % | 5 | 294.098.155 $ | +39.532.873 $ | +13,0 % | 7 | ||||