| 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 | ||||
| 228.658.720 $ | +6.469.780 $ | +5,8 % | 9 | 207.709.300 $ | +3.637.956 $ | +4,4 % | 8 | 209.416.978 $ | -10.362.309 $ | +4,6 % | 8 | ||||
| ONTO INNOVATION INC. | ONTO | → 0 | Schwach | 39.630.393 $ | +6.100.455 $ | +18,2 % | 1 | 33.529.938 $ | +10.905.067 $ | +48,2 % | 1 | 22.624.871 $ | +11.109.969 $ | +96,5 % | 1 |
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 24.753.315 $ | -7.324.704 $ | -22,8 % | 1 | 32.078.019 $ | -1.100.991 $ | -3,3 % | 1 | 33.179.010 $ | -3.778.987 $ | -10,2 % | 1 |
| ADTRAN Holdings, Inc. | ADTN | → 0 | Neutral | 22.259.543 $ | -3.691.421 $ | -14,2 % | 1 | 25.950.964 $ | -4.187.820 $ | -13,9 % | 1 | 30.138.784 $ | -7.798.593 $ | -20,6 % | 1 |
| Ultra Clean Holdings, Inc. | UCTT | → 0 | Neutral | 26.118.647 $ | +2.072.169 $ | +8,6 % | 1 | 24.046.478 $ | -4.635.619 $ | -16,2 % | 1 | 28.682.097 $ | -3.300.360 $ | -10,3 % | 1 |
| Polaris Inc. | PII | → 0 | Neutral | 26.044.297 $ | +456.320 $ | +1,8 % | 1 | 25.587.977 $ | -448.741 $ | -1,7 % | 1 | 26.036.718 $ | +2.008.300 $ | +8,4 % | 1 |
| KULICKE & SOFFA INDUSTRIES INC | KLIC | → 0 | Stark | 20.825.814 $ | -1.089.503 $ | -5,0 % | 1 | 21.915.317 $ | -3.721.736 $ | -14,5 % | 1 | 25.637.053 $ | -7.831.146 $ | -23,4 % | 1 |
| BRUNSWICK CORP | BC | → 0 | Neutral | 25.449.265 $ | +2.526.180 $ | +11,0 % | 1 | 22.923.085 $ | +2.813.271 $ | +14,0 % | 1 | 20.109.814 $ | -978.498 $ | -4,6 % | 1 |
| Orion S.A. | OEC | → 0 | Stark | 23.187.210 $ | +8.707.570 $ | +60,1 % | 1 | ||||||||
| Commerce.com, Inc. | CMRC | → 0 | Neutral | 23.008.631 $ | +207.006 $ | +0,9 % | 1 | ||||||||
| PDF SOLUTIONS INC | PDFS | → 0 | Neutral | 20.390.236 $ | -1.287.286 $ | -5,9 % | 1 | 21.677.522 $ | +4.014.525 $ | +22,7 % | 1 | ||||
| 228.658.720 $ | +6.469.780 $ | +5,8 % | 9 | 207.709.300 $ | +3.637.956 $ | +4,4 % | 8 | 209.416.978 $ | -10.362.309 $ | +4,6 % | 8 | ||||