| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 153.823.529 $ | -12.125.173 $ | +101,5 % | 168.771.125 $ | +58.071.742 $ | +88,4 % | 116.204.062 $ | +58.661.516 $ | +257,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 54.256.392 $ | -41.369.454 $ | -43,3 % | 95.625.846 $ | +54.812.657 $ | +134,3 % | 40.813.189 $ | +6.208.636 $ | +17,9 % |
| NVIDIA CORP | NVDA | 9.025.108 $ | -20.731.043 $ | -69,7 % | 29.756.151 $ | -530.533 $ | -1,8 % | 30.286.684 $ | +25.095.282 $ | +483,4 % |
| MICRON TECHNOLOGY INC | MU | 23.900.518 $ | +21.888.662 $ | +1.088,0 % | 2.011.856 $ | +1.198.036 $ | +147,2 % | 813.820 $ | +67.434 $ | +9,0 % |
| WESTERN DIGITAL CORP | WDC | 23.040.768 $ | +19.027.402 $ | +474,1 % | 4.013.366 $ | +2.539.036 $ | +172,2 % | 1.474.330 $ | +1.104.800 $ | +299,0 % |
| Sandisk Corp | SNDK | 12.536.275 $ | +9.484.772 $ | +310,8 % | 3.051.503 $ | +3.051.503 $ | ||||
| ALPHA PRO TECH LTD | APT | 6.999.936 $ | +3.847.425 $ | +122,0 % | 3.152.511 $ | -4.072.761 $ | -56,4 % | 7.225.272 $ | +6.267.426 $ | +654,3 % |
| MICROSOFT CORP | MSFT | 583.245 $ | -2.081.090 $ | -78,1 % | 2.664.335 $ | -3.675.155 $ | -58,0 % | 6.339.490 $ | +5.827.083 $ | +1.137,2 % |
| NETFLIX INC | NFLX | 243.776 $ | -78.733 $ | -24,4 % | 322.509 $ | -4.838.498 $ | -93,8 % | 5.161.007 $ | +4.090.462 $ | +382,1 % |
| MakeMyTrip Ltd | MMYT | 5.100.497 $ | -38.483 $ | -0,7 % | ||||||
| SPS COMMERCE INC | SPSC | 4.824.282 $ | -73.028 $ | -1,5 % | 4.897.310 $ | +1.767.925 $ | +56,5 % | 3.129.385 $ | +2.807.821 $ | +873,2 % |
| Bloom Energy Corp | BE | 689.733 $ | -3.380.452 $ | -83,1 % | 4.070.185 $ | +3.484.145 $ | +594,5 % | 586.040 $ | -170.870 $ | -22,6 % |
| Sea Ltd | SE | 3.950.140 $ | +1.074.135 $ | +37,3 % | 2.876.005 $ | +43.920 $ | +1,6 % | 2.832.085 $ | +23.830 $ | +0,8 % |
| Constellation Energy Corp | CEG | 294.980 $ | -2.118.419 $ | -87,8 % | 2.413.399 $ | -1.438.741 $ | -37,3 % | 3.852.140 $ | +2.840.764 $ | +280,9 % |
| JPMORGAN CHASE & CO | JPM | 3.831.840 $ | +2.135.142 $ | +125,8 % | 1.696.698 $ | +102.772 $ | +6,4 % | 1.593.926 $ | +1.593.926 $ | |
| GOLDMAN SACHS GROUP INC | GS | 3.494.904 $ | +2.436.555 $ | +230,2 % | 1.058.349 $ | +595.480 $ | +128,6 % | 462.869 $ | +189.724 $ | +69,5 % |
| Talen Energy Corp | TLN | 269.884 $ | -2.620.573 $ | -90,7 % | 2.890.457 $ | +1.612.813 $ | +126,2 % | 1.277.644 $ | +981.533 $ | +331,5 % |
| AMAZON COM INC | AMZN | 758.013 $ | +92.935 $ | +14,0 % | 665.078 $ | -1.935.791 $ | -74,4 % | 2.600.869 $ | +581.069 $ | +28,8 % |
| MORGAN STANLEY | MS | 2.462.874 $ | +1.474.938 $ | +149,3 % | 987.936 $ | +251.239 $ | +34,1 % | 736.697 $ | +419.238 $ | +132,1 % |
| Palo Alto Networks Inc | PANW | 917.316 $ | -1.448.138 $ | -61,2 % | 2.365.454 $ | +1.997.102 $ | +542,2 % | 368.352 $ | -646.273 $ | -63,7 % |
| ORACLE CORP | ORCL | 902.499 $ | +902.499 $ | |||||||
| Vertiv Holdings Co | VRT | 889.921 $ | +256.309 $ | +40,5 % | 633.612 $ | -14.858 $ | -2,3 % | 648.470 $ | +648.470 $ | |
| AppLovin Corp | APP | 613.176 $ | -182.966 $ | -23,0 % | 796.142 $ | +299.028 $ | +60,2 % | 497.114 $ | +497.114 $ | |
| SYNOPSYS INC | SNPS | 690.746 $ | +690.746 $ | |||||||
| Bitdeer Technologies Group | BTDR | 401.615 $ | +401.615 $ | |||||||
| Hesai Group | HSAI | 329.051 $ | +329.051 $ | |||||||
| IREN Ltd | IREN | 290.966 $ | +290.966 $ | |||||||
| Vipshop Holdings Ltd | VIPS | 255.850 $ | +255.850 $ | |||||||
| ALBEMARLE CORP | ALB | 240.448 $ | +240.448 $ | |||||||
| LAM RESEARCH CORP | LRCX | 207.546 $ | +207.546 $ | |||||||
| AES CORP | AES | 148.332 $ | +16.680 $ | +12,7 % | ||||||
| 153.823.529 $ | -12.125.173 $ | +101,5 % | 168.771.125 $ | +58.071.742 $ | +88,4 % | 116.204.062 $ | +58.661.516 $ | +257,0 % | ||