| 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 | ||||
| 370.983.302 $ | +169.759.499 $ | +212,7 % | 6 | 360.422.565 $ | -145.086.327 $ | -35,7 % | 8 | 570.774.632 $ | +248.195.233 $ | +8,7 % | 11 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 110.529.464 $ | +40.502.364 $ | +57,8 % | 1 | 70.027.100 $ | +24.586.100 $ | +54,1 % | 1 | 45.441.000 $ | +45.441.000 $ | 1 | |
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 74.517.845 $ | -12.126.458 $ | -14,0 % | 1 | 86.644.303 $ | -17.930.277 $ | -17,1 % | 1 | 104.574.580 $ | +104.574.580 $ | 1 | |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 54.663.811 $ | -45.443.064 $ | -45,4 % | 1 | 100.106.875 $ | +51.497.125 $ | +105,9 % | 1 | ||||
| COHERENT CORP. | COHR | → 0 | Neutral | 96.475.050 $ | +85.400.850 $ | +771,2 % | 1 | 11.074.200 $ | -50.480.700 $ | -82,0 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 86.122.486 $ | +6.119.311 $ | +7,6 % | 1 | 80.003.175 $ | +19.360.175 $ | +31,9 % | 1 | ||||
| VNET Group, Inc. | VNET | → 0 | Stark | 4.255.465 $ | -55.142.035 $ | -92,8 % | 1 | 59.397.500 $ | +19.722.500 $ | +49,7 % | 1 | ||||
| WOLVERINE WORLD WIDE INC /DE/ | WWW | → 0 | Neutral | 14.157.000 $ | -40.273.862 $ | -74,0 % | 1 | 54.430.862 $ | +54.430.862 $ | 1 | |||||
| Alcoa Corp | AA | → 0 | Sehr stark | 45.436.050 $ | +11.957.850 $ | +35,7 % | 1 | 33.478.200 $ | +33.478.200 $ | 1 | |||||
| Hesai Group | HSAI | → 0 | Schwach | 41.588.000 $ | +7.111.969 $ | +20,6 % | 1 | ||||||||
| Amer Sports, Inc. | AS | → 0 | Sehr stark | 40.657.500 $ | -15.812.022 $ | -28,0 % | 1 | ||||||||
| SharkNinja, Inc. | SN | → 0 | Neutral | 39.197.000 $ | -3.527.282 $ | -8,3 % | 1 | ||||||||
| ACM Research, Inc. | ACMR | → 0 | Neutral | 23.479.712 $ | +23.479.712 $ | 1 | |||||||||
| Hudbay Minerals Inc. | HBM | → 0 | Neutral | 20.545.181 $ | +20.545.181 $ | 1 | |||||||||
| Here Group Ltd | HERE | → 0 | Sehr schwach | 4.510.000 $ | -215.000 $ | -4,6 % | 1 | ||||||||
| MakeMyTrip Ltd | MMYT | → 0 | 868.140 $ | -34.388.674 $ | -97,5 % | 1 | |||||||||
| 370.983.302 $ | +169.759.499 $ | +212,7 % | 6 | 360.422.565 $ | -145.086.327 $ | -35,7 % | 8 | 570.774.632 $ | +248.195.233 $ | +8,7 % | 11 | ||||