| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 8.183.550.359 $ | +3.218.339.390 $ | +56,6 % | 5.134.711.897 $ | +2.333.796.788 $ | +88,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 5.457.160.992 $ | +1.941.872.347 $ | +55,2 % | 3.515.288.645 $ | +2.005.126.469 $ | +132,8 % |
| NVIDIA CORP | NVDA | 1.011.805.582 $ | +904.573.765 $ | +843,6 % | 107.231.817 $ | -259.702.546 $ | -70,8 % |
| MICRON TECHNOLOGY INC | MU | 410.681.016 $ | +289.381.211 $ | +238,6 % | 121.299.805 $ | +43.981.434 $ | +56,9 % |
| CIENA CORP | CIEN | 334.020.150 $ | +129.970.858 $ | +63,7 % | 204.049.292 $ | +204.049.292 $ | |
| ALPHA PRO TECH LTD | APT | 160.988.107 $ | +27.219.901 $ | +20,3 % | 133.768.206 $ | +104.529.339 $ | +357,5 % |
| AMAZON COM INC | AMZN | 158.757.765 $ | +14.086.166 $ | +9,7 % | 144.671.599 $ | +13.538.509 $ | +10,3 % |
| DECKERS OUTDOOR CORP | DECK | 126.764.807 $ | +6.156.143 $ | +5,1 % | |||
| HUBSPOT INC | HUBS | 113.878.425 $ | +113.878.425 $ | ||||
| Roblox Corp | RBLX | 31.566.938 $ | -70.523.272 $ | -69,1 % | 102.090.210 $ | -15.747.222 $ | -13,4 % |
| TWILIO INC | TWLO | 101.978.399 $ | +5.315.180 $ | +5,5 % | 96.663.219 $ | +85.368.615 $ | +755,8 % |
| EchoStar CORP | SATS | 97.947.831 $ | +97.947.831 $ | ||||
| MICROSOFT CORP | MSFT | 87.761.554 $ | -69.953.299 $ | -44,4 % | |||
| INTEL CORP | INTC | 17.857.017 $ | -69.743.274 $ | -79,6 % | 87.600.291 $ | +87.600.291 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 54.904.731 $ | -243.345.688 $ | -81,6 % | |||
| Nu Holdings Ltd. | NU | 54.789.987 $ | +14.614.669 $ | +36,4 % | 40.175.318 $ | +40.175.318 $ | |
| SEMTECH CORP | SMTC | 50.963.341 $ | +2.510.738 $ | +5,2 % | 48.452.603 $ | +48.452.603 $ | |
| Sea Ltd | SE | 35.137.753 $ | -13.150.267 $ | -27,2 % | 48.288.020 $ | +48.288.020 $ | |
| AUTOZONE INC | AZO | 39.409.230 $ | -7.474.513 $ | -15,9 % | 46.883.743 $ | +46.883.743 $ | |
| RALPH LAUREN CORP | RL | 45.107.199 $ | +5.880.843 $ | +15,0 % | 39.226.356 $ | +2.443.125 $ | +6,6 % |
| Mastercard Inc | MA | 26.236.503 $ | +601.374 $ | +2,3 % | 25.635.129 $ | -10.324.284 $ | -28,7 % |
| JFrog Ltd | FROG | 25.251.079 $ | +6.449.520 $ | +34,3 % | 18.801.559 $ | +18.801.559 $ | |
| SYNOPSYS INC | SNPS | 19.181.030 $ | -46.213.449 $ | -70,7 % | |||
| ROGERS CORP | ROG | 15.742.714 $ | +2.151.008 $ | +15,8 % | 13.591.706 $ | +13.591.706 $ | |
| MERCADOLIBRE INC | MELI | 9.066.184 $ | -4.712.414 $ | -34,2 % | 13.778.598 $ | +13.778.598 $ | |
| AppLovin Corp | APP | 12.486.788 $ | +12.486.788 $ | ||||
| Performance Food Group Co | PFGC | 11.321.018 $ | +11.321.018 $ | ||||
| 8.183.550.359 $ | +3.218.339.390 $ | +56,6 % | 5.134.711.897 $ | +2.333.796.788 $ | +88,3 % | ||