| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 960.917.693 $ | +227.596.930 $ | +926,6 % | 925.439.862 $ | +925.439.862 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 527.290.062 $ | +13.106.891 $ | +2,5 % | 514.183.171 $ | +514.183.171 $ | |
| ALPHA PRO TECH LTD | APT | 113.866.456 $ | +68.626.432 $ | +151,7 % | 45.240.024 $ | +45.240.024 $ | |
| NVIDIA CORP | NVDA | 46.382.550 $ | -10.435.538 $ | -18,4 % | 56.818.088 $ | +56.818.088 $ | |
| ASML HOLDING NV | ASML | 17.620.594 $ | -19.166.826 $ | -52,1 % | 36.787.420 $ | +36.787.420 $ | |
| Sandisk Corp | SNDK | 33.980.710 $ | +33.980.710 $ | ||||
| SHERWIN WILLIAMS CO | SHW | 28.047.060 $ | +28.047.060 $ | ||||
| Roblox Corp | RBLX | 26.341.638 $ | +7.670.943 $ | +41,1 % | 18.670.695 $ | +18.670.695 $ | |
| MICROSOFT CORP | MSFT | 25.949.295 $ | +25.949.295 $ | ||||
| KLA CORP | KLAC | 25.540.982 $ | +25.540.982 $ | ||||
| CELESTICA INC | CLS | 25.452.021 $ | +25.148.974 $ | +8.298,7 % | 303.047 $ | +303.047 $ | |
| SYNOPSYS INC | SNPS | 24.758.002 $ | +1.843.984 $ | +8,0 % | 22.914.018 $ | +22.914.018 $ | |
| INTEL CORP | INTC | 24.723.000 $ | +23.837.280 $ | +2.691,3 % | 885.720 $ | +885.720 $ | |
| Constellation Energy Corp | CEG | 22.245.132 $ | +22.245.132 $ | ||||
| HUBSPOT INC | HUBS | 21.296.188 $ | +21.296.188 $ | ||||
| MICRON TECHNOLOGY INC | MU | 20.305.286 $ | +20.305.286 $ | ||||
| LINDE PLC | LIN | 17.823.102 $ | -2.031.898 $ | -10,2 % | 19.855.000 $ | +19.855.000 $ | |
| FAIR ISAAC CORP | FICO | 19.529.717 $ | +19.529.717 $ | ||||
| WESTERN DIGITAL CORP | WDC | 18.009.000 $ | +18.009.000 $ | ||||
| TWILIO INC | TWLO | 15.946.139 $ | +15.946.139 $ | ||||
| Birkenstock Holding plc | BIRK | 12.498.050 $ | +12.498.050 $ | ||||
| Snap Inc | SNAP | 8.634.900 $ | -2.159.100 $ | -20,0 % | 10.794.000 $ | +10.794.000 $ | |
| RAMBUS INC | RMBS | 10.740.207 $ | +10.740.207 $ | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | 10.567.800 $ | +10.567.800 $ | ||||
| AppLovin Corp | APP | 10.161.206 $ | +10.161.206 $ | ||||
| ADVANCED MICRO DEVICES INC | AMD | 10.014.801 $ | +10.014.801 $ | ||||
| Sea Ltd | SE | 9.095.741 $ | +9.095.741 $ | ||||
| Parker-Hannifin Corp | PH | 7.383.264 $ | +1.014.804 $ | +15,9 % | 6.368.460 $ | +6.368.460 $ | |
| APPFOLIO INC | APPF | 6.159.500 $ | +6.159.500 $ | ||||
| FLOWSERVE CORP | FLS | 5.550.400 $ | +5.550.400 $ | ||||
| FLUOR CORP | FLR | 3.300.188 $ | +3.300.188 $ | ||||
| LAM RESEARCH CORP | LRCX | 984.165 $ | +984.165 $ | ||||
| Bitdeer Technologies Group | BTDR | 823.738 $ | +823.738 $ | ||||
| SEMTECH CORP | SMTC | 596.889 $ | +596.889 $ | ||||
| TTM TECHNOLOGIES INC | TTMI | 552.000 $ | +50.880 $ | +10,2 % | 501.120 $ | +501.120 $ | |
| Bloom Energy Corp | BE | 372.108 $ | +372.108 $ | ||||
| StoneX Group Inc. | SNEX | 283.971 $ | +283.971 $ | ||||
| ORACLE CORP | ORCL | 210.930 $ | +210.930 $ | ||||
| 960.917.693 $ | +227.596.930 $ | +926,6 % | 925.439.862 $ | +925.439.862 $ | |||