| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.227.844.158 $ | +163.143.918 $ | +11,6 % | 5 | 1.092.193.504 $ | +97.940.581 $ | +12,2 % | 6 | 1.025.534.372 $ | +171.958.304 $ | +14,6 % | 7 | 859.095.832 $ | +177.595.313 $ | +18,9 % | 7 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 480.605.522 $ | +71.351.117 $ | +17,4 % | 1 | 409.254.405 $ | +48.867.911 $ | +13,6 % | 1 | 360.386.494 $ | +98.399.778 $ | +37,6 % | 1 | 261.986.716 $ | +66.317.574 $ | +33,9 % | 1 |
| KLA CORP | KLAC | → 0 | Sehr stark | 457.533.739 $ | +79.962.210 $ | +21,2 % | 1 | 377.571.529 $ | +22.846.954 $ | +6,4 % | 1 | 354.724.575 $ | +49.278.131 $ | +16,1 % | 1 | 305.446.444 $ | +57.923.786 $ | +23,4 % | 1 |
| ANALOG DEVICES INC | ADI | → 0 | Neutral | 148.315.596 $ | +21.883.241 $ | +17,3 % | 1 | 126.432.355 $ | +11.887.998 $ | +10,4 % | 1 | 114.544.357 $ | +3.580.385 $ | +3,2 % | 1 | 110.963.972 $ | +16.946.224 $ | +18,0 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 112.277.847 $ | -13.273.389 $ | -10,6 % | 1 | 125.551.236 $ | +5.873.085 $ | +4,9 % | 1 | 119.678.151 $ | +19.683.357 $ | +19,7 % | 1 | 99.994.794 $ | +39.257.887 $ | +64,6 % | 1 |
| PROGRESS SOFTWARE CORP /MA | PRGS | → 0 | Stark | 22.343.149 $ | -10.126.386 $ | -31,2 % | 1 | 32.469.535 $ | +6.271.137 $ | +23,9 % | 1 | ||||||||
| ASPEN AEROGELS INC | ASPN | → 0 | Schwach | 30.585.894 $ | +4.570.306 $ | +17,6 % | 1 | 26.015.588 $ | -2.065.427 $ | -7,4 % | 1 | ||||||||
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Stark | 29.111.454 $ | +3.220.739 $ | +12,4 % | 1 | 25.890.715 $ | +4.243.121 $ | +19,6 % | 1 | 22.218.783 $ | -7.055.868 $ | -24,1 % | 1 | ||||
| EGAIN Corp | EGAN | → 0 | Neutral | 27.493.264 $ | +4.221.512 $ | +18,1 % | 1 | 23.271.752 $ | +6.572.733 $ | +39,4 % | 1 | ||||||||
| 1.227.844.158 $ | +163.143.918 $ | +11,6 % | 5 | 1.092.193.504 $ | +97.940.581 $ | +12,2 % | 6 | 1.025.534.372 $ | +171.958.304 $ | +14,6 % | 7 | 859.095.832 $ | +177.595.313 $ | +18,9 % | 7 | ||||