| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 2.032.503.334 $ | +235.741.834 $ | +1,0 % | 1.862.547.441 $ | +311.496.864 $ | +23,7 % | 1.706.030.013 $ | +539.085.691 $ | +44,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.062.572.786 $ | -30.796.037 $ | -2,8 % | 1.093.368.823 $ | +139.770.766 $ | +14,7 % | 953.598.057 $ | +225.386.457 $ | +31,0 % |
| NVIDIA CORP | NVDA | 136.694.989 $ | -4.004.989 $ | -2,8 % | 140.699.978 $ | +10.289.818 $ | +7,9 % | 130.410.160 $ | +42.512.246 $ | +48,4 % |
| CIENA CORP | CIEN | 100.280.416 $ | -4.272.915 $ | -4,1 % | 104.553.331 $ | +31.439.206 $ | +43,0 % | 73.114.125 $ | +22.273.701 $ | +43,8 % |
| NOKIA CORP | NOK | 104.244.025 $ | +104.244.025 $ | |||||||
| MICRON TECHNOLOGY INC | MU | 102.656.269 $ | +102.656.269 $ | |||||||
| Fabrinet | FN | 78.899.113 $ | -22.804.708 $ | -22,4 % | 101.703.821 $ | +6.871.671 $ | +7,2 % | 94.832.150 $ | +29.905.675 $ | +46,1 % |
| ADVANCED MICRO DEVICES INC | AMD | 96.369.966 $ | +34.164.800 $ | +54,9 % | ||||||
| TOWER SEMICONDUCTOR LTD | TSEM | 95.282.807 $ | +28.390.702 $ | +42,4 % | 66.892.105 $ | +31.191.299 $ | +87,4 % | 35.700.806 $ | +7.519.457 $ | +26,7 % |
| KLA CORP | KLAC | 87.058.052 $ | -8.134.870 $ | -8,5 % | 95.192.922 $ | +14.425.838 $ | +17,9 % | 80.767.084 $ | +17.505.576 $ | +27,7 % |
| ON SEMICONDUCTOR CORP | ON | 58.768.778 $ | -10.654.919 $ | -15,3 % | 69.423.697 $ | -7.932.520 $ | -10,3 % | 77.356.217 $ | +31.149.182 $ | +67,4 % |
| CAMTEK LTD | CAMT | 73.773.653 $ | +10.296.245 $ | +16,2 % | 63.477.408 $ | +11.156.500 $ | +21,3 % | 52.320.908 $ | +52.320.908 $ | |
| TE Connectivity plc | TEL | 67.016.711 $ | +67.016.711 $ | |||||||
| RAMBUS INC | RMBS | 65.785.941 $ | +12.834.871 $ | +24,2 % | 52.951.070 $ | +17.738.219 $ | +50,4 % | |||
| Hewlett Packard Enterprise Co | HPE | 65.255.735 $ | +3.806.320 $ | +6,2 % | 61.449.415 $ | +61.449.415 $ | ||||
| CELESTICA INC | CLS | 58.609.470 $ | +58.609.470 $ | |||||||
| 2.032.503.334 $ | +235.741.834 $ | +1,0 % | 1.862.547.441 $ | +311.496.864 $ | +23,7 % | 1.706.030.013 $ | +539.085.691 $ | +44,0 % | ||