| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 3.798.798.113 $ | +3.281.606.843 $ | +1.744,7 % | 21 | 261.148.633 $ | +261.148.633 $ | 4 | |||||
| ORACLE CORP | ORCL | → 0 | Stark | 488.828.436 $ | +434.807.884 $ | +804,9 % | 1 | ||||
| IREN Ltd | IREN | → 0 | Neutral | 434.362.840 $ | +434.362.840 $ | 1 | |||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 405.632.354 $ | +342.323.498 $ | +540,7 % | 1 | 63.308.856 $ | +63.308.856 $ | 1 | |
| Strategy Inc | MSTR | → 0 | Schwach | 386.840.812 $ | +386.840.812 $ | 1 | |||||
| Rocket Lab Corp | RKLB | → 0 | Schwach | 361.306.920 $ | +359.182.430 $ | +16.906,8 % | 1 | ||||
| IonQ, Inc. | IONQ | → 0 | Schwach | 279.717.368 $ | +244.693.916 $ | +698,7 % | 1 | ||||
| Oklo Inc. | OKLO | → 0 | Schwach | 180.658.552 $ | +180.658.552 $ | 1 | |||||
| Hims & Hers Health, Inc. | HIMS | → 0 | Neutral | 154.127.595 $ | +154.127.595 $ | 1 | |||||
| Super Micro Computer, Inc. | SMCI | → 0 | Schwach | 141.639.374 $ | +141.639.374 $ | 1 | |||||
| iSHARES TRUST | → 0 | 137.601.953 $ | +137.601.953 $ | 1 | |||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 107.468.687 $ | +107.468.687 $ | 1 | |||||
| Ondas Inc. | ONDS | → 0 | Neutral | 93.549.229 $ | +93.549.229 $ | 1 | |||||
| SoFi Technologies, Inc. | SOFI | → 0 | Schwach | 85.007.736 $ | +85.007.736 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 83.222.633 $ | +9.537.792 $ | +12,9 % | 1 | 73.684.841 $ | +73.684.841 $ | 1 | |
| NOVO NORDISK A S | NVO | → 0 | Stark | 80.577.756 $ | +80.577.756 $ | 1 | |||||
| NOKIA CORP | NOK | → 0 | Neutral | 68.233.309 $ | +10.432.575 $ | +18,0 % | 1 | ||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 64.708.508 $ | -1.007.473 $ | -1,5 % | 1 | 65.715.981 $ | +65.715.981 $ | 1 | |
| Rigetti Computing, Inc. | RGTI | → 0 | Schwach | 65.288.599 $ | +31.021.871 $ | +90,5 % | 1 | ||||
| TERADYNE, INC | TER | → 0 | Stark | 61.289.844 $ | +22.787.365 $ | +59,2 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 60.104.926 $ | +6.622.505 $ | +12,4 % | 1 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 58.630.682 $ | +19.369.946 $ | +49,3 % | 1 | ||||
| QUALCOMM INC/DE | QCOM | → 0 | Schwach | 58.438.955 $ | +58.438.955 $ | 1 | |||||
| 3.798.798.113 $ | +3.281.606.843 $ | +1.744,7 % | 21 | 261.148.633 $ | +261.148.633 $ | 4 | |||||