| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 3.849.552.997 $ | +279.508.371 $ | +51,8 % | 3.690.410.968 $ | +593.541.427 $ | +79,6 % | 3.214.484.356 $ | +1.079.209.474 $ | +340,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.578.368.475 $ | -36.054.312 $ | -2,2 % | 1.614.422.787 $ | +453.944.081 $ | +39,1 % | 1.160.478.706 $ | +169.175.968 $ | +17,1 % |
| NVIDIA CORP | NVDA | 467.652.667 $ | +169.446.331 $ | +56,8 % | 298.206.336 $ | -19.882.199 $ | -6,3 % | 318.088.535 $ | +169.318.994 $ | +113,8 % |
| MICROSOFT CORP | MSFT | 185.939.800 $ | +6.520.366 $ | +3,6 % | 179.419.434 $ | -36.567.428 $ | -16,9 % | 215.986.862 $ | +88.797.973 $ | +69,8 % |
| AMAZON COM INC | AMZN | 213.548.432 $ | +11.810.151 $ | +5,9 % | 201.738.281 $ | +24.139.224 $ | +13,6 % | 177.599.057 $ | +20.348.786 $ | +12,9 % |
| ALPHA PRO TECH LTD | APT | 179.632.891 $ | +67.494.021 $ | +60,2 % | 112.138.870 $ | +28.334.103 $ | +33,8 % | 83.804.767 $ | +10.465.665 $ | +14,3 % |
| Constellation Energy Corp | CEG | 169.307.120 $ | +39.598.585 $ | +30,5 % | 129.708.535 $ | -11.986.978 $ | -8,5 % | 141.695.513 $ | +53.712.851 $ | +61,0 % |
| Liberty Media Corp | FWONA | 139.743.134 $ | -1.738.882 $ | -1,2 % | 141.482.016 $ | +30.141.655 $ | +27,1 % | 111.340.361 $ | +32.043.531 $ | +40,4 % |
| Mastercard Inc | MA | 137.852.677 $ | +32.364.587 $ | +30,7 % | 105.488.090 $ | -7.093.217 $ | -6,3 % | 112.581.307 $ | +1.445.044 $ | +1,3 % |
| BOSTON SCIENTIFIC CORP | BSX | 119.836.834 $ | -1.427.436 $ | -1,2 % | 121.264.270 $ | +18.300.507 $ | +17,8 % | 102.963.763 $ | +42.188.103 $ | +69,4 % |
| ORACLE CORP | ORCL | 103.310.702 $ | -8.963.455 $ | -8,0 % | 112.274.157 $ | +112.274.157 $ | ||||
| Vertiv Holdings Co | VRT | 21.885.931 $ | -84.007.229 $ | -79,3 % | 105.893.160 $ | +13.632.501 $ | +14,8 % | 92.260.659 $ | +89.250.280 $ | +2.964,8 % |
| ELI LILLY & Co | LLY | 41.396.674 $ | -57.475.793 $ | -58,1 % | 98.872.467 $ | +21.744.036 $ | +28,2 % | |||
| GENERAL ELECTRIC CO | GE | 96.293.258 $ | +96.293.258 $ | |||||||
| NETFLIX INC | NFLX | 85.135.309 $ | -10.471.877 $ | -11,0 % | 95.607.186 $ | +15.404.943 $ | +19,2 % | |||
| HEICO CORP | HEI | 92.190.144 $ | +28.390.259 $ | +44,5 % | 63.799.885 $ | +4.079.941 $ | +6,8 % | 59.719.944 $ | +58.231.696 $ | +3.912,8 % |
| ADVANCED MICRO DEVICES INC | AMD | 40.108.916 $ | -49.779.058 $ | -55,4 % | 89.887.974 $ | +89.887.974 $ | ||||
| CURTISS WRIGHT CORP | CW | 10.374.901 $ | -78.434.338 $ | -88,3 % | 88.809.239 $ | +10.809.300 $ | +13,9 % | 77.999.939 $ | +30.137.221 $ | +63,0 % |
| Eaton Corp plc | ETN | 88.081.392 $ | +76.596.782 $ | +667,0 % | 11.484.610 $ | +429.701 $ | +3,9 % | 11.054.909 $ | +922.718 $ | +9,1 % |
| CIENA CORP | CIEN | 71.197.044 $ | -9.930.949 $ | -12,2 % | 81.127.993 $ | +81.127.993 $ | ||||
| INSULET CORP | PODD | 7.523.833 $ | -62.631.972 $ | -89,3 % | 70.155.805 $ | +65.645.751 $ | +1.455,5 % | 4.510.054 $ | -966.678 $ | -17,7 % |
| INTUITIVE SURGICAL INC | ISRG | 61.954.120 $ | +21.647.516 $ | +53,7 % | 40.306.604 $ | -25.397.099 $ | -38,7 % | 65.703.703 $ | +47.007.260 $ | +251,4 % |
| CELESTICA INC | CLS | 50.543.398 $ | +37.806.784 $ | +296,8 % | 12.736.614 $ | +8.856.500 $ | +228,3 % | 3.880.114 $ | +3.880.114 $ | |
| NEXTERA ENERGY INC | NEE | 30.252.474 $ | +8.410.801 $ | +38,5 % | 21.841.673 $ | +3.311.254 $ | +17,9 % | 18.530.419 $ | +2.731.519 $ | +17,3 % |
| LINDE PLC | LIN | 26.467.733 $ | +5.976.708 $ | +29,2 % | 20.491.025 $ | +1.341.912 $ | +7,0 % | 19.149.113 $ | +2.987.680 $ | +18,5 % |
| CLEAN HARBORS INC | CLH | 20.108.770 $ | +2.226.901 $ | +12,5 % | 17.881.869 $ | +9.929.508 $ | +124,9 % | 7.952.361 $ | +304.487 $ | +4,0 % |
| MERCADOLIBRE INC | MELI | 4.723.440 $ | -4.682.744 $ | -49,8 % | 9.406.184 $ | +3.564.721 $ | +61,0 % | 5.841.463 $ | +993.551 $ | +20,5 % |
| AAR CORP | AIR | 8.965.743 $ | +8.965.743 $ | |||||||
| Talen Energy Corp | TLN | 8.668.175 $ | +737.132 $ | +9,3 % | 7.931.043 $ | +3.641.732 $ | +84,9 % | |||
| Trane Technologies plc | TT | 6.575.534 $ | -1.047.173 $ | -13,7 % | 7.622.707 $ | -335.968 $ | -4,2 % | 7.958.675 $ | +2.468.564 $ | +45,0 % |
| CAMECO CORP | CCJ | 7.755.607 $ | +6.370.532 $ | +459,9 % | ||||||
| COPART INC | CPRT | 6.776.665 $ | +6.776.665 $ | |||||||
| AeroVironment Inc | AVAV | 2.712.796 $ | -3.717.258 $ | -57,8 % | 6.430.054 $ | +6.430.054 $ | ||||
| SBA COMMUNICATIONS CORP | SBAC | 2.185.186 $ | +2.185.186 $ | |||||||
| Amrize Ltd | AMRZ | 1.849.454 $ | +1.849.454 $ | |||||||
| 3.849.552.997 $ | +279.508.371 $ | +51,8 % | 3.690.410.968 $ | +593.541.427 $ | +79,6 % | 3.214.484.356 $ | +1.079.209.474 $ | +340,0 % | ||