| 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 | ||||
| 52.706.263 $ | +20.252.007 $ | +70,2 % | 12 | 3.441.023 $ | +2.232.023 $ | +184,6 % | 1 | 19.688.637 $ | -2.774.243 $ | -8,9 % | 5 | 30.217.117 $ | +8.805.129 $ | +43,6 % | 7 | ||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 6.417.404 $ | +3.810.130 $ | +146,1 % | 1 | 4.336.506 $ | -812.642 $ | -15,8 % | 1 | 5.149.148 $ | +2.465.573 $ | +91,9 % | 1 | ||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 5.204.307 $ | +2.388.113 $ | +84,8 % | 1 | 4.335.550 $ | -1.927.573 $ | -30,8 % | 1 | 6.263.123 $ | +2.063.889 $ | +49,1 % | 1 | ||||
| Cardinal Infrastructure Group Inc. | CDNL | → 0 | Schwach | 4.969.333 $ | +1.528.310 $ | +44,4 % | 1 | 3.441.023 $ | +2.232.023 $ | +184,6 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 4.377.674 $ | +2.802.316 $ | +177,9 % | 1 | ||||||||||||
| KLA CORP | KLAC | → 0 | Neutral | 4.355.787 $ | +2.209.013 $ | +102,9 % | 1 | ||||||||||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 4.340.438 $ | +1.393.602 $ | +47,3 % | 1 | 3.494.184 $ | -483.834 $ | -12,2 % | 1 | 3.978.018 $ | +1.506.808 $ | +61,0 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 4.269.657 $ | +1.743.486 $ | +69,0 % | 1 | ||||||||||||
| ONTO INNOVATION INC. | ONTO | → 0 | Schwach | 3.904.469 $ | +1.772.766 $ | +83,2 % | 1 | 3.557.297 $ | +1.193.214 $ | +50,5 % | 1 | ||||||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Schwach | 3.712.451 $ | -100.840 $ | -2,6 % | 1 | 3.813.291 $ | +288.039 $ | +8,2 % | 1 | ||||||||
| MongoDB, Inc. | MDB | → 0 | Stark | 3.809.946 $ | +550.646 $ | +16,9 % | 1 | ||||||||||||
| Cloudflare, Inc. | NET | → 0 | Neutral | 3.792.029 $ | +577.871 $ | +18,0 % | 1 | ||||||||||||
| Everpure, Inc. | PSTG | → 0 | 3.787.204 $ | +1.005.692 $ | +36,2 % | 1 | |||||||||||||
| CARVANA CO. | CVNA | → 0 | Schwach | 3.755.360 $ | +1.001.077 $ | +36,3 % | 1 | 3.669.036 $ | +281.914 $ | +8,3 % | 1 | ||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 3.697.284 $ | +504.216 $ | +15,8 % | 1 | ||||||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 3.622.521 $ | +521.107 $ | +16,8 % | 1 | ||||||||||||
| 52.706.263 $ | +20.252.007 $ | +70,2 % | 12 | 3.441.023 $ | +2.232.023 $ | +184,6 % | 1 | 19.688.637 $ | -2.774.243 $ | -8,9 % | 5 | 30.217.117 $ | +8.805.129 $ | +43,6 % | 7 | ||||