| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 3.260.149.737 $ | +97.925.223 $ | +10,0 % | 3.265.569.530 $ | +433.105.993 $ | +14,2 % | 2.942.435.964 $ | +764.872.692 $ | +25,9 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.844.257.789 $ | -19.212.922 $ | -1,0 % | 1.863.470.711 $ | +213.071.504 $ | +12,9 % | 1.650.399.207 $ | +505.303.629 $ | +44,1 % |
| ALPHA PRO TECH LTD | APT | 255.864.047 $ | +38.793.534 $ | +17,9 % | 217.070.513 $ | +43.962.175 $ | +25,4 % | 173.108.338 $ | +27.986.135 $ | +19,3 % |
| LAM RESEARCH CORP | LRCX | 126.617.224 $ | -16.814.581 $ | -11,7 % | 143.431.805 $ | +40.749.980 $ | +39,7 % | 102.681.825 $ | +34.942.873 $ | +51,6 % |
| NVIDIA CORP | NVDA | 54.852.821 $ | -7.933.215 $ | -12,6 % | 62.786.036 $ | -78.035.507 $ | -55,4 % | 140.821.543 $ | +63.771.491 $ | +82,8 % |
| ROPER TECHNOLOGIES INC | ROP | 100.739.596 $ | -8.414.669 $ | -7,7 % | 109.154.265 $ | +26.526.565 $ | +32,1 % | 82.627.700 $ | +2.459.559 $ | +3,1 % |
| LINDE PLC | LIN | 104.186.265 $ | +13.105.490 $ | +14,4 % | 91.080.775 $ | +19.174.717 $ | +26,7 % | 71.906.058 $ | +15.542.199 $ | +27,6 % |
| HEICO CORP | HEI | 87.142.937 $ | +626.804 $ | +0,7 % | 86.516.133 $ | +1.884.215 $ | +2,2 % | 84.631.918 $ | +12.981.108 $ | +18,1 % |
| MICROCHIP TECHNOLOGY INC | MCHP | 86.630.114 $ | +34.819.699 $ | +67,2 % | ||||||
| Trane Technologies plc | TT | 75.027.641 $ | +20.121.362 $ | +36,6 % | 54.906.279 $ | -21.536.805 $ | -28,2 % | 76.443.084 $ | +18.982.726 $ | +33,0 % |
| GARTNER INC | IT | 76.007.928 $ | +8.177.479 $ | +12,1 % | 67.830.449 $ | +67.830.449 $ | ||||
| FISERV INC | FISV | 70.151.071 $ | -3.304.037 $ | -4,5 % | 73.455.108 $ | -5.451.205 $ | -6,9 % | |||
| INTUITIVE SURGICAL INC | ISRG | 62.868.792 $ | +13.667.231 $ | +27,8 % | 49.201.561 $ | +12.083.398 $ | +32,6 % | 37.118.163 $ | +6.077.611 $ | +19,6 % |
| KLA CORP | KLAC | 56.883.970 $ | +5.638.605 $ | +11,0 % | 51.245.365 $ | +456.907 $ | +0,9 % | 50.788.458 $ | +11.024.917 $ | +27,7 % |
| APPFOLIO INC | APPF | 56.800.797 $ | +15.741.455 $ | +38,3 % | 41.059.342 $ | +17.858.718 $ | +77,0 % | 23.200.624 $ | +3.248.241 $ | +16,3 % |
| MERCADOLIBRE INC | MELI | 46.809.388 $ | -3.231.508 $ | -6,5 % | 50.040.896 $ | -5.441.242 $ | -9,8 % | 55.482.138 $ | +17.358.236 $ | +45,5 % |
| Nu Holdings Ltd. | NU | 51.331.419 $ | +2.691.022 $ | +5,5 % | 48.640.397 $ | +15.703.013 $ | +47,7 % | 32.937.384 $ | +12.442.393 $ | +60,7 % |
| LATTICE SEMICONDUCTOR CORP | LSCC | 40.566.346 $ | -8.642.079 $ | -17,6 % | 49.208.425 $ | +18.196.236 $ | +58,7 % | 31.012.189 $ | +5.166.193 $ | +20,0 % |
| SYNOPSYS INC | SNPS | 44.872.821 $ | -1.924.727 $ | -4,1 % | 46.797.548 $ | +46.797.548 $ | ||||
| MICROSOFT CORP | MSFT | 35.811.094 $ | -2.542.068 $ | -6,6 % | 38.353.162 $ | +1.520.946 $ | +4,1 % | 36.832.216 $ | -25.071.847 $ | -40,5 % |
| CHIPOTLE MEXICAN GRILL INC | CMG | 25.872.141 $ | -8.503.170 $ | -24,7 % | 34.375.311 $ | +12.010.923 $ | +53,7 % | |||
| Penumbra Inc | PEN | 33.760.473 $ | +11.725.686 $ | +53,2 % | 22.034.787 $ | +4.165.897 $ | +23,3 % | 17.868.890 $ | +887.285 $ | +5,2 % |
| REPLIGEN CORP | RGEN | 32.575.860 $ | +6.272.678 $ | +23,8 % | 26.303.182 $ | +8.231.514 $ | +45,5 % | 18.071.668 $ | +1.285.913 $ | +7,7 % |
| COGNEX CORP | CGNX | 24.928.707 $ | -6.146.006 $ | -19,8 % | 31.074.713 $ | +551.065 $ | +1,8 % | 30.523.648 $ | +4.048.031 $ | +15,3 % |
| ON SEMICONDUCTOR CORP | ON | 23.342.313 $ | +7.364.815 $ | +46,1 % | ||||||
| ANALOG DEVICES INC | ADI | 18.679.985 $ | +6.661.815 $ | +55,4 % | 12.018.170 $ | +12.018.170 $ | ||||
| TYLER TECHNOLOGIES INC | TYL | 14.807.849 $ | +14.807.849 $ | |||||||
| JFrog Ltd | FROG | 14.755.988 $ | +14.755.988 $ | |||||||
| NETFLIX INC | NFLX | 7.321.804 $ | -856.263 $ | -10,5 % | 8.178.067 $ | -2.308.233 $ | -22,0 % | |||
| 3.260.149.737 $ | +97.925.223 $ | +10,0 % | 3.265.569.530 $ | +433.105.993 $ | +14,2 % | 2.942.435.964 $ | +764.872.692 $ | +25,9 % | ||