| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 4.246.344.530 $ | +3.070.270.955 $ | +294,1 % | 13 | 948.610.447 $ | +405.518.342 $ | +46,2 % | 4 | 1.281.457.908 $ | +639.284.760 $ | +131,8 % | 8 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 969.909.997 $ | +786.198.106 $ | +428,0 % | 1 | 183.711.891 $ | +68.153.947 $ | +59,0 % | 1 | ||||
| COHERENT CORP. | COHR | → 0 | Neutral | 637.480.689 $ | +546.604.696 $ | +601,5 % | 1 | ||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 526.555.815 $ | +476.539.849 $ | +952,8 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 342.768.537 $ | +8.207.834 $ | +2,5 % | 1 | 334.560.703 $ | +129.023.612 $ | +62,8 % | 1 | ||||
| CORNING INC /NY | GLW | → 0 | Stark | 268.950.428 $ | +182.960.729 $ | +212,8 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 264.760.478 $ | +7.424.262 $ | +2,9 % | 1 | 257.336.216 $ | +257.336.216 $ | 1 | |||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 257.482.155 $ | +178.515.444 $ | +226,1 % | 1 | ||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 252.033.730 $ | +182.778.488 $ | +263,9 % | 1 | ||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 220.911.076 $ | +150.029.206 $ | +211,7 % | 1 | ||||||||
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 191.878.172 $ | +133.715.804 $ | +229,9 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 167.844.793 $ | +62.011.057 $ | +58,6 % | 1 | ||||||||
| Reddit, Inc. | RDDT | → 0 | Neutral | 164.793.803 $ | +71.820.345 $ | +77,2 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Stark | 164.006.415 $ | +113.296.405 $ | +223,4 % | 1 | ||||||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 162.997.235 $ | +162.997.235 $ | 1 | |||||||||
| ASML HOLDING NV | ASML | → 0 | Stark | 161.533.547 $ | +87.199.674 $ | +117,3 % | 1 | ||||||||
| Roblox Corp | RBLX | → 0 | Schwach | 158.228.626 $ | +66.608.894 $ | +72,7 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 148.594.072 $ | +118.207.128 $ | +389,0 % | 1 | ||||||||
| NIO Inc. | NIO | → 0 | Schwach | 142.119.812 $ | +142.119.812 $ | 1 | |||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 128.804.728 $ | +128.804.728 $ | 1 | |||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 125.705.357 $ | -146.745.353 $ | -53,9 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 121.852.205 $ | +121.852.205 $ | 1 | |||||||||
| Amer Sports, Inc. | AS | → 0 | Sehr stark | 121.592.405 $ | +79.413.734 $ | +188,3 % | 1 | ||||||||
| 4.246.344.530 $ | +3.070.270.955 $ | +294,1 % | 13 | 948.610.447 $ | +405.518.342 $ | +46,2 % | 4 | 1.281.457.908 $ | +639.284.760 $ | +131,8 % | 8 | ||||