| 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 | ||||
| 114.518.112 $ | +47.951.555 $ | +67,8 % | 11 | 78.539.460 $ | +20.741.300 $ | +56,0 % | 8 | 61.755.640 $ | +16.108.640 $ | +23,9 % | 6 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 22.812.400 $ | +12.215.245 $ | +115,3 % | 1 | 10.597.155 $ | +7.560.555 $ | +249,0 % | 1 | ||||
| ONTO INNOVATION INC. | ONTO | → 0 | Schwach | 15.995.460 $ | +2.318.470 $ | +17,0 % | 1 | 13.676.990 $ | -537.210 $ | -3,8 % | 1 | 14.214.200 $ | +14.214.200 $ | 1 | |
| SEMTECH CORP | SMTC | → 0 | Neutral | 15.070.440 $ | +1.104.343 $ | +7,9 % | 1 | 13.966.097 $ | +6.821.097 $ | +95,5 % | 1 | 7.145.000 $ | -77.400 $ | -1,1 % | 1 |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 14.389.000 $ | -463.220 $ | -3,1 % | 1 | 14.852.220 $ | -888.080 $ | -5,6 % | 1 | ||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 11.335.060 $ | +11.335.060 $ | 1 | |||||||||
| TERADYNE, INC | TER | → 0 | Stark | 10.969.020 $ | +3.981.504 $ | +57,0 % | 1 | 6.987.516 $ | -3.473.124 $ | -33,2 % | 1 | 10.460.640 $ | +5.065.440 $ | +93,9 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 4.475.460 $ | -6.155.014 $ | -57,9 % | 1 | 10.630.474 $ | +2.540.974 $ | +31,4 % | 1 | 8.089.500 $ | -5.107.200 $ | -38,7 % | 1 |
| VICOR CORP | VICR | → 0 | Neutral | 8.855.000 $ | +5.347.800 $ | +152,5 % | 1 | ||||||||
| Fabrinet | FN | → 0 | Neutral | 7.822.800 $ | +4.946.341 $ | +172,0 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 7.730.360 $ | +3.405.694 $ | +78,8 % | 1 | 4.324.666 $ | +4.324.666 $ | 1 | |||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 6.994.080 $ | +2.901.680 $ | +70,9 % | 1 | ||||||||
| NLIGHT, INC. | LASR | → 0 | Neutral | 5.131.800 $ | +5.131.800 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 4.320.312 $ | +4.320.312 $ | 1 | |||||||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 3.967.562 $ | +3.967.562 $ | 1 | |||||||||
| 114.518.112 $ | +47.951.555 $ | +67,8 % | 11 | 78.539.460 $ | +20.741.300 $ | +56,0 % | 8 | 61.755.640 $ | +16.108.640 $ | +23,9 % | 6 | ||||