| Aktie | Ticker | 2025/Q3 | 2025/Q2 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 150.690.316 $ | +45.043.134 $ | +20,3 % | 112.705.719 $ | +58.248.260 $ | +41,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 88.149.254 $ | +22.498.087 $ | +34,3 % | 65.651.167 $ | +28.956.613 $ | +78,9 % |
| AppLovin Corp | APP | 3.952.689 $ | +1.970.886 $ | +99,4 % | 1.981.803 $ | +499.031 $ | +33,7 % |
| NVIDIA CORP | NVDA | 3.667.185 $ | +827.157 $ | +29,1 % | 2.840.028 $ | +405.055 $ | +16,6 % |
| AMAZON COM INC | AMZN | 3.196.061 $ | +1.524.748 $ | +91,2 % | 1.671.313 $ | -683.155 $ | -29,0 % |
| PALATIN TECHNOLOGIES INC | PTNT | 2.991.323 $ | +954.839 $ | +46,9 % | 2.036.484 $ | +779.852 $ | +62,1 % |
| CARPENTER TECHNOLOGY CORP | CRS | 1.636.279 $ | -1.240.837 $ | -43,1 % | 2.877.116 $ | +988.858 $ | +52,4 % |
| MERCADOLIBRE INC | MELI | 2.096.235 $ | -271.714 $ | -11,5 % | 2.367.949 $ | +1.047.210 $ | +79,3 % |
| MICROSOFT CORP | MSFT | 2.356.737 $ | +743.636 $ | +46,1 % | 1.613.101 $ | +1.613.101 $ | |
| CITIGROUP INC | C | 2.303.746 $ | +418.934 $ | +22,2 % | 1.884.812 $ | +1.884.812 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 2.282.999 $ | +356.565 $ | +18,5 % | 1.926.434 $ | +1.926.434 $ | |
| PAN AMERICAN SILVER CORP | PAAS | 2.282.436 $ | +608.086 $ | +36,3 % | 1.674.350 $ | +1.674.350 $ | |
| GENERAL ELECTRIC CO | GE | 2.273.598 $ | +621.154 $ | +37,6 % | 1.652.444 $ | +694.926 $ | +72,6 % |
| BARCLAYS PLC | BCS | 1.973.365 $ | +197.964 $ | +11,2 % | 1.775.401 $ | +1.775.401 $ | |
| CAMECO CORP | CCJ | 1.947.984 $ | +266.378 $ | +15,8 % | 1.681.606 $ | +1.681.606 $ | |
| NETFLIX INC | NFLX | 1.638.924 $ | -167.562 $ | -9,3 % | 1.806.486 $ | +762.052 $ | +73,0 % |
| SCHWAB CHARLES CORP | SCHW | 1.782.234 $ | +80.334 $ | +4,7 % | 1.701.900 $ | +1.701.900 $ | |
| NATIONAL FUEL GAS CO | NFG | 1.780.062 $ | +148.802 $ | +9,1 % | 1.631.260 $ | +1.631.260 $ | |
| ALPHA PRO TECH LTD | APT | 1.752.342 $ | +539.997 $ | +44,5 % | |||
| ALAMOS GOLD INC | AGI | 1.645.915 $ | +1.645.915 $ | ||||
| GULFPORT ENERGY CORP | GPOR | 1.644.364 $ | +1.644.364 $ | ||||
| IBEX Ltd | IBEX | 1.592.314 $ | +447.287 $ | +39,1 % | 1.145.027 $ | +1.145.027 $ | |
| INSULET CORP | PODD | 1.315.190 $ | -274.561 $ | -17,3 % | 1.589.751 $ | +370.978 $ | +30,4 % |
| ROYAL GOLD INC | RGLD | 1.524.089 $ | +1.524.089 $ | ||||
| Sea Ltd | SE | 1.435.559 $ | +143.564 $ | +11,1 % | 1.291.995 $ | +239.332 $ | +22,7 % |
| ESCO TECHNOLOGIES INC | ESE | 1.408.737 $ | +130.691 $ | +10,2 % | 1.278.046 $ | +1.278.046 $ | |
| ALLSTATE CORP | ALL | 1.370.720 $ | +300.375 $ | +28,1 % | |||
| ATI INC | ATI | 1.357.869 $ | +1.357.869 $ | ||||
| Aris Mining Corp | ARIS | 1.351.322 $ | +1.351.322 $ | ||||
| Mastercard Inc | MA | 1.246.832 $ | +36.413 $ | +3,0 % | 1.210.419 $ | +1.210.419 $ | |
| CHART INDUSTRIES INC | GTLS | 1.188.773 $ | +317.993 $ | +36,5 % | |||
| BJs RESTAURANTS INC | BJRI | 1.185.067 $ | +1.185.067 $ | ||||
| Penumbra Inc | PEN | 1.116.381 $ | +16.208 $ | +1,5 % | 1.100.173 $ | +327.626 $ | +42,4 % |
| Nu Holdings Ltd. | NU | 986.552 $ | +986.552 $ | ||||
| TechnipFMC plc | FTI | 956.741 $ | +956.741 $ | ||||
| Journey Medical Corp | DERM | 946.276 $ | +946.276 $ | ||||
| ELI LILLY & Co | LLY | 907.970 $ | +907.970 $ | ||||
| MASTEC INC | MTZ | 853.581 $ | +853.581 $ | ||||
| LendingClub Corp | LC | 659.778 $ | +659.778 $ | ||||
| SANDSTORM GOLD LTD | SAND | 653.895 $ | +653.895 $ | ||||
| BOEING CO | BA | 595.691 $ | +595.691 $ | ||||
| AbbVie Inc. | ABBV | 520.039 $ | +520.039 $ | ||||
| APPFOLIO INC | APPF | 484.561 $ | +484.561 $ | ||||
| GAP INC | GAP | 467.136 $ | +467.136 $ | ||||
| DYNEX CAPITAL INC | DX | 337.016 $ | +337.016 $ | ||||
| AeroVironment Inc | AVAV | 332.209 $ | +332.209 $ | ||||
| INTEL CORP | INTC | 272.325 $ | +272.325 $ | ||||
| JOHNSON & JOHNSON | JNJ | 268.488 $ | +268.488 $ | ||||
| AMERICAN EXPRESS CO | AXP | 261.078 $ | +261.078 $ | ||||
| JPMORGAN CHASE & CO | JPM | 246.035 $ | +246.035 $ | ||||
| SPS COMMERCE INC | SPSC | 240.553 $ | +240.553 $ | ||||
| Palo Alto Networks Inc | PANW | 223.778 $ | +223.778 $ | ||||
| MORGAN STANLEY | MS | 221.480 $ | +221.480 $ | ||||
| TTM TECHNOLOGIES INC | TTMI | 216.922 $ | +216.922 $ | ||||
| EXXON MOBIL CORP | XOM | 208.475 $ | +208.475 $ | ||||
| TELEDYNE TECHNOLOGIES INC | TDY | 208.044 $ | +208.044 $ | ||||
| GOLDMAN SACHS GROUP INC | GS | 207.051 $ | +207.051 $ | ||||
| PFIZER INC | PFE | 204.146 $ | +204.146 $ | ||||
| Mereo BioPharma Group plc | MREO | 34.793 $ | -10.979 $ | -24,0 % | 45.772 $ | +7.769 $ | +20,4 % |
| 150.690.316 $ | +45.043.134 $ | +20,3 % | 112.705.719 $ | +58.248.260 $ | +41,3 % | ||