| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 687.766.844 $ | +106.776.627 $ | +43,2 % | 684.536.865 $ | +270.984.756 $ | +43,4 % | 441.401.261 $ | +208.653.251 $ | +25,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 364.785.855 $ | -4.372.796 $ | -1,2 % | 369.158.651 $ | +130.737.551 $ | +54,8 % | 238.421.100 $ | +110.203.023 $ | +85,9 % |
| STATE STREET CORP | STT | 33.812.747 $ | +24.274.869 $ | +254,5 % | 9.537.878 $ | +795.029 $ | +9,1 % | 8.742.849 $ | +8.742.849 $ | |
| NVIDIA CORP | NVDA | 31.478.403 $ | +14.597.577 $ | +86,5 % | 16.880.826 $ | +2.586.681 $ | +18,1 % | 14.294.145 $ | +4.488.464 $ | +45,8 % |
| AMERICAN EXPRESS CO | AXP | 29.767.287 $ | +20.538.554 $ | +222,6 % | 9.228.733 $ | -4.033.179 $ | -30,4 % | 13.261.912 $ | +13.261.912 $ | |
| Vertiv Holdings Co | VRT | 28.996.550 $ | +1.995.627 $ | +7,4 % | 27.000.923 $ | +4.018.101 $ | +17,5 % | 22.982.822 $ | +11.338.550 $ | +97,4 % |
| IREN Ltd | IREN | 24.074.761 $ | +24.074.761 $ | |||||||
| MICROSOFT CORP | MSFT | 21.867.846 $ | +713.214 $ | +3,4 % | 21.154.632 $ | +838.915 $ | +4,1 % | 20.315.717 $ | +4.983.663 $ | +32,5 % |
| Mastercard Inc | MA | 21.781.926 $ | +2.201.779 $ | +11,2 % | 19.580.147 $ | +236.486 $ | +1,2 % | 19.343.661 $ | +475.726 $ | +2,5 % |
| MICRON TECHNOLOGY INC | MU | 20.792.689 $ | +9.419.672 $ | +82,8 % | 11.373.017 $ | +11.373.017 $ | ||||
| Bitfarms Ltd | BITF | 19.833.993 $ | +19.833.993 $ | |||||||
| GENERAL ELECTRIC CO | GE | 19.116.650 $ | +447.460 $ | +2,4 % | 18.669.190 $ | +2.695.309 $ | +16,9 % | 15.973.881 $ | +3.552.372 $ | +28,6 % |
| Bloom Energy Corp | BE | 18.089.608 $ | +18.089.608 $ | |||||||
| CITIGROUP INC | C | 17.811.562 $ | +17.811.562 $ | |||||||
| APPFOLIO INC | APPF | 16.802.579 $ | +1.064.917 $ | +6,8 % | 15.737.662 $ | +3.056.925 $ | +24,1 % | 12.680.737 $ | -1.048.230 $ | -7,6 % |
| ARGAN INC | AGX | 16.228.096 $ | +5.052.617 $ | +45,2 % | 11.175.479 $ | +11.175.479 $ | ||||
| NETFLIX INC | NFLX | 11.944.840 $ | -1.396.912 $ | -10,5 % | 13.341.752 $ | +13.341.752 $ | ||||
| ALPHA PRO TECH LTD | APT | 12.739.726 $ | +2.845.070 $ | +28,8 % | 9.894.656 $ | +9.894.656 $ | ||||
| AppLovin Corp | APP | 12.618.627 $ | +617.572 $ | +5,1 % | 12.001.055 $ | +9.278.483 $ | +340,8 % | 2.722.572 $ | +2.722.572 $ | |
| CAMECO CORP | CCJ | 8.978.219 $ | +4.213.915 $ | +88,4 % | 4.764.304 $ | +4.764.304 $ | ||||
| AMAZON COM INC | AMZN | 8.958.124 $ | +1.555.102 $ | +21,0 % | 7.403.022 $ | -176.025 $ | -2,3 % | 7.579.047 $ | -1.030.979 $ | -12,0 % |
| QuantumScape Corp | QS | 3.852.128 $ | -4.608.090 $ | -54,5 % | 8.460.218 $ | +5.668.199 $ | +203,0 % | 2.792.019 $ | +2.792.019 $ | |
| NOVANTA INC | NOVT | 6.342.286 $ | +1.004.191 $ | +18,8 % | 5.338.095 $ | -2.883.384 $ | -35,1 % | 8.221.479 $ | +1.405.880 $ | +20,6 % |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8.148.047 $ | +8.148.047 $ | ||||||||
| BBB FOODS INC | TBBB | 7.341.993 $ | +7.341.993 $ | |||||||
| Talen Energy Corp | TLN | 5.891.088 $ | +5.891.088 $ | |||||||
| CELESTICA INC | CLS | 5.810.215 $ | +967.616 $ | +20,0 % | 4.842.599 $ | +4.842.599 $ | ||||
| Galaxy Digital Inc. | GLXY | 5.759.804 $ | +5.759.804 $ | |||||||
| Nebius Group N.V. | NBIS | 3.714.677 $ | -1.676.180 $ | -31,1 % | 5.390.857 $ | +5.390.857 $ | ||||
| Sandisk Corp | SNDK | 5.373.334 $ | +5.373.334 $ | |||||||
| Amrize Ltd | AMRZ | 4.682.178 $ | +4.682.178 $ | |||||||
| WELLTOWER INC. | WELL | 4.676.444 $ | +4.676.444 $ | |||||||
| ORACLE CORP | ORCL | 4.595.462 $ | +1.872.207 $ | +68,7 % | 2.723.255 $ | +2.723.255 $ | ||||
| TWILIO INC | TWLO | 4.451.964 $ | -2.851.926 $ | -39,0 % | ||||||
| CECO ENVIRONMENTAL CORP | CECO | 4.153.770 $ | +600.336 $ | +16,9 % | 3.553.434 $ | +3.553.434 $ | ||||
| MORGAN STANLEY | MS | 3.889.166 $ | +3.889.166 $ | |||||||
| 687.766.844 $ | +106.776.627 $ | +43,2 % | 684.536.865 $ | +270.984.756 $ | +43,4 % | 441.401.261 $ | +208.653.251 $ | +25,5 % | ||