| 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 | ||||
| 154.568.151 $ | +104.529.765 $ | +176,6 % | 6 | 94.136.514 $ | +94.136.514 $ | 3 | 274.570.849 $ | +155.715.593 $ | +87,5 % | 8 | 175.315.902 $ | +132.222.731 $ | +217,4 % | 8 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 68.686.741 $ | +48.556.116 $ | +241,2 % | 1 | 20.130.625 $ | -3.817.025 $ | -15,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 60.743.051 $ | +12.138.961 $ | +25,0 % | 1 | 48.604.090 $ | +33.421.251 $ | +220,1 % | 1 | ||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 51.841.044 $ | +51.841.044 $ | 1 | |||||||||||||
| Unity Software Inc. | U | → 0 | Neutral | 40.838.831 $ | +21.955.967 $ | +116,3 % | 1 | 18.882.864 $ | +18.882.864 $ | 1 | |||||||||
| AXT INC | AXTI | → 0 | Sehr schwach | 39.061.157 $ | +39.061.157 $ | 1 | |||||||||||||
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 26.649.440 $ | -11.194.576 $ | -29,6 % | 1 | 37.844.016 $ | +37.844.016 $ | 1 | |||||||||
| TERADYNE, INC | TER | → 0 | Stark | 32.252.321 $ | +32.252.321 $ | 1 | |||||||||||||
| JOYY Inc. | JOYY | → 0 | Stark | 24.598.244 $ | +2.886.932 $ | +13,3 % | 1 | 21.711.312 $ | +17.748.630 $ | +447,9 % | 1 | ||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 23.240.466 $ | +16.216.416 $ | +230,9 % | 1 | ||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 22.163.016 $ | +16.992.696 $ | +328,7 % | 1 | ||||||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 19.422.455 $ | +19.422.455 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 17.805.024 $ | +17.805.024 $ | 1 | |||||||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Neutral | 17.725.548 $ | +17.725.548 $ | 1 | |||||||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 17.231.341 $ | +17.231.341 $ | 1 | |||||||||||||
| ISHARES TR | → 0 | 16.741.137 $ | +16.741.137 $ | 1 | |||||||||||||||
| KLA CORP | KLAC | → 0 | Neutral | 16.160.564 $ | +16.160.564 $ | 1 | |||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 15.881.960 $ | +15.881.960 $ | 1 | |||||||||||||
| BWX Technologies, Inc. | BWXT | → 0 | Stark | 13.933.048 $ | +13.933.048 $ | 1 | |||||||||||||
| DAQO NEW ENERGY CORP. | DQ | → 0 | 13.486.073 $ | +3.959.708 $ | +41,6 % | 1 | |||||||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 12.957.048 $ | +12.957.048 $ | 1 | |||||||||||||
| 154.568.151 $ | +104.529.765 $ | +176,6 % | 6 | 94.136.514 $ | +94.136.514 $ | 3 | 274.570.849 $ | +155.715.593 $ | +87,5 % | 8 | 175.315.902 $ | +132.222.731 $ | +217,4 % | 8 | |||||