| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 2.089.546.428 $ | -732.710.265 $ | +47,3 % | 2.719.594.021 $ | +1.336.642.435 $ | +182,4 % | 1.770.290.769 $ | +547.020.185 $ | +175,4 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.194.864.571 $ | -165.265.737 $ | -12,2 % | 1.360.130.308 $ | +469.961.291 $ | +52,8 % | 890.169.017 $ | +420.802.943 $ | +89,7 % |
| NVIDIA CORP | NVDA | 99.219.865 $ | -637.403.013 $ | -86,5 % | 736.622.878 $ | +675.747.119 $ | +1.110,0 % | 60.875.759 $ | -246.869.251 $ | -80,2 % |
| ALPHA PRO TECH LTD | APT | 99.929.280 $ | -67.995.150 $ | -40,5 % | 167.924.430 $ | -23.009.400 $ | -12,1 % | 190.933.830 $ | +190.933.830 $ | |
| AMAZON COM INC | AMZN | 19.875.910 $ | -115.980.909 $ | -85,4 % | 135.856.819 $ | -108.523.019 $ | -44,4 % | |||
| ASML HOLDING NV | ASML | 132.352.381 $ | +132.352.381 $ | |||||||
| APPFOLIO INC | APPF | 128.231.250 $ | +116.582.086 $ | +1.000,8 % | ||||||
| MICRON TECHNOLOGY INC | MU | 38.675.909 $ | -57.467.836 $ | -59,8 % | 96.143.745 $ | +71.492.512 $ | +290,0 % | 24.651.233 $ | +18.325.641 $ | +289,7 % |
| INTEL CORP | INTC | 21.472.000 $ | -62.731.526 $ | -74,5 % | 84.203.526 $ | -41.466.415 $ | -33,0 % | |||
| Sandisk Corp | SNDK | 82.541.536 $ | +49.575.717 $ | +150,4 % | 32.965.819 $ | +27.538.279 $ | +507,4 % | |||
| ORACLE CORP | ORCL | 72.333.050 $ | +62.602.146 $ | +643,3 % | 9.730.904 $ | -2.840.321 $ | -22,6 % | 12.571.225 $ | +12.571.225 $ | |
| CELESTICA INC | CLS | 10.083.257 $ | -62.244.067 $ | -86,1 % | 72.327.324 $ | +42.171.466 $ | +139,8 % | |||
| HP INC | HPQ | 64.612.000 $ | +64.612.000 $ | |||||||
| Nebius Group N.V. | NBIS | 63.113.570 $ | +21.426.596 $ | +51,4 % | 41.686.974 $ | +41.686.974 $ | ||||
| ADVANCED MICRO DEVICES INC | AMD | 55.574.865 $ | -3.640.005 $ | -6,1 % | 59.214.870 $ | +59.214.870 $ | ||||
| CENTRUS ENERGY CORP | LEU | 41.827.548 $ | +1.694.258 $ | +4,2 % | 40.133.290 $ | -11.711.596 $ | -22,6 % | 51.844.886 $ | +27.824.983 $ | +115,8 % |
| KLA CORP | KLAC | 51.233.500 $ | +51.233.500 $ | |||||||
| LAM RESEARCH CORP | LRCX | 32.629.476 $ | -8.906.304 $ | -21,4 % | 41.535.780 $ | +41.535.780 $ | ||||
| CIENA CORP | CIEN | 29.189.315 $ | +8.329.371 $ | +39,9 % | 20.859.944 $ | +20.859.944 $ | ||||
| WESTERN DIGITAL CORP | WDC | 20.889.288 $ | -4.706.712 $ | -18,4 % | 25.596.000 $ | +25.596.000 $ | ||||
| AXT INC | AXTI | 22.738.436 $ | +22.738.436 $ | |||||||
| RAMBUS INC | RMBS | 17.276.360 $ | +17.276.360 $ | |||||||
| TTM TECHNOLOGIES INC | TTMI | 12.733.812 $ | -4.180.037 $ | -24,7 % | 16.913.849 $ | +16.913.849 $ | ||||
| Rocket Lab Corp | RKLB | 16.835.460 $ | +12.793.450 $ | +316,5 % | 4.042.010 $ | +4.042.010 $ | ||||
| Bloom Energy Corp | BE | 9.827.259 $ | +2.351.271 $ | +31,5 % | 7.475.988 $ | +7.475.988 $ | ||||
| SuperX AI Technology Ltd | SUPX | 8.053.123 $ | -1.147.551 $ | -12,5 % | 9.200.674 $ | +9.200.674 $ | ||||
| LATTICE SEMICONDUCTOR CORP | LSCC | 8.343.972 $ | +8.343.972 $ | |||||||
| PALATIN TECHNOLOGIES INC | PTNT | 7.926.463 $ | +3.967.259 $ | +100,2 % | ||||||
| AeroVironment Inc | AVAV | 5.290.152 $ | +5.290.152 $ | |||||||
| IREN Ltd | IREN | 5.042.295 $ | +1.932.338 $ | +62,1 % | 3.109.957 $ | +50.257 $ | +1,6 % | 3.059.700 $ | +3.059.700 $ | |
| Bitfarms Ltd | BITF | 3.835.115 $ | +3.835.115 $ | |||||||
| ENTEGRIS INC | ENTG | 1.278.303 $ | +1.278.303 $ | |||||||
| CAMECO CORP | CCJ | 1.226.453 $ | +1.226.453 $ | |||||||
| ENERGY FUELS INC | UUUU | 594.705 $ | +594.705 $ | |||||||
| 2.089.546.428 $ | -732.710.265 $ | +47,3 % | 2.719.594.021 $ | +1.336.642.435 $ | +182,4 % | 1.770.290.769 $ | +547.020.185 $ | +175,4 % | ||