| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.616.030.079 $ | +130.788.371 $ | +272,9 % | 1.579.491.371 $ | +353.202.658 $ | +75,3 % | 1.230.951.038 $ | +93.390.066 $ | +26,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 647.618.757 $ | -56.089.987 $ | -8,0 % | 703.708.744 $ | +161.623.226 $ | +29,8 % | 542.085.518 $ | +44.888.534 $ | +9,0 % |
| ALPHA PRO TECH LTD | APT | 400.774.277 $ | +123.458.195 $ | +44,5 % | 277.316.082 $ | +257.380.063 $ | +1.291,0 % | 19.936.019 $ | +6.249.142 $ | +45,7 % |
| NVIDIA CORP | NVDA | 282.421.986 $ | -12.227.016 $ | -4,1 % | 294.649.002 $ | +39.998.982 $ | +15,7 % | 254.650.020 $ | +25.678.737 $ | +11,2 % |
| AMAZON COM INC | AMZN | 22.098.403 $ | -114.957.821 $ | -83,9 % | 137.056.224 $ | +20.242.102 $ | +17,3 % | |||
| APPFOLIO INC | APPF | 18.279.595 $ | -61.205.960 $ | -77,0 % | 79.485.555 $ | -38.183.338 $ | -32,4 % | 117.668.893 $ | -25.063.404 $ | -17,6 % |
| MICROSOFT CORP | MSFT | 52.454.350 $ | +2.253.246 $ | +4,5 % | 50.201.104 $ | -1.174.396 $ | -2,3 % | |||
| INTEL CORP | INTC | 41.302.613 $ | +40.263.472 $ | +3.874,7 % | ||||||
| ALBEMARLE CORP | ALB | 32.345.206 $ | -5.225.320 $ | -13,9 % | 37.570.526 $ | +14.132.197 $ | +60,3 % | 23.438.329 $ | +3.405.606 $ | +17,0 % |
| Strategy Inc | MSTR | 33.034.234 $ | +33.034.234 $ | |||||||
| ADVANCED MICRO DEVICES INC | AMD | 30.988.524 $ | +29.541.144 $ | +2.041,0 % | 1.447.380 $ | +1.447.380 $ | ||||
| KLA CORP | KLAC | 17.924.860 $ | -3.127.255 $ | -14,9 % | 21.052.115 $ | +3.355.876 $ | +19,0 % | 17.696.239 $ | +3.114.529 $ | +21,4 % |
| Nebius Group N.V. | NBIS | 17.593.870 $ | +10.482.351 $ | +147,4 % | 7.111.519 $ | -84.424 $ | -1,2 % | 7.195.943 $ | +3.854.589 $ | +115,4 % |
| EQT Corp | EQT | 14.821.526 $ | +13.111.390 $ | +766,7 % | 1.710.136 $ | +1.710.136 $ | ||||
| MICRON TECHNOLOGY INC | MU | 13.836.391 $ | +3.075.373 $ | +28,6 % | 10.761.018 $ | +4.108.969 $ | +61,8 % | 6.652.049 $ | +783.412 $ | +13,3 % |
| SYNOPSYS INC | SNPS | 10.564.473 $ | -178.601 $ | -1,7 % | 10.743.074 $ | -1.803.231 $ | -14,4 % | 12.546.305 $ | -207.265 $ | -1,6 % |
| UNITEDHEALTH GROUP INC | UNH | 12.245.719 $ | +2.561.858 $ | +26,5 % | 9.683.861 $ | +6.327.671 $ | +188,5 % | |||
| LAM RESEARCH CORP | LRCX | 8.283.229 $ | -1.989.311 $ | -19,4 % | 10.272.540 $ | +1.896.336 $ | +22,6 % | 8.376.204 $ | +529.620 $ | +6,7 % |
| ASML HOLDING NV | ASML | 8.222.944 $ | +1.527.634 $ | +22,8 % | 6.695.310 $ | -1.752.142 $ | -20,7 % | 8.447.452 $ | +295.115 $ | +3,6 % |
| CENTENE CORP | CNC | 8.363.749 $ | +8.363.749 $ | |||||||
| RIO TINTO PLC | RIO | 6.948.765 $ | +5.631.799 $ | +427,6 % | 1.316.966 $ | +1.316.966 $ | ||||
| CRISPR Therapeutics AG | CRSP | 4.425.412 $ | -262.879 $ | -5,6 % | 4.688.291 $ | +645.334 $ | +16,0 % | 4.042.957 $ | +858.634 $ | +27,0 % |
| Roblox Corp | RBLX | 3.599.353 $ | +3.599.353 $ | |||||||
| SAP SE | SAP | 3.214.945 $ | +239.556 $ | +8,1 % | ||||||
| Vertiv Holdings Co | VRT | 3.214.440 $ | +40.496 $ | +1,3 % | 3.173.944 $ | +34.191 $ | +1,1 % | 3.139.753 $ | +907.112 $ | +40,6 % |
| CAMECO CORP | CCJ | 2.496.671 $ | +491.998 $ | +24,5 % | 2.004.673 $ | +2.004.673 $ | ||||
| Hesai Group | HSAI | 2.405.536 $ | +371.827 $ | +18,3 % | 2.033.709 $ | +2.033.709 $ | ||||
| SEMPRA | SRE | 2.105.010 $ | +69.842 $ | +3,4 % | 2.035.168 $ | -11.531 $ | -0,6 % | 2.046.699 $ | +58.966 $ | +3,0 % |
| COMCAST CORP | CMCSA | 1.278.216 $ | -388.364 $ | -23,3 % | 1.666.580 $ | +1.666.580 $ | ||||
| AES CORP | AES | 1.648.096 $ | +4.991 $ | +0,3 % | 1.643.105 $ | +1.643.105 $ | ||||
| INSMED Inc | INSM | 1.246.823 $ | +10.209 $ | +0,8 % | 1.236.614 $ | +1.236.614 $ | ||||
| QuantumScape Corp | QS | 1.229.733 $ | +719.887 $ | +141,2 % | 509.846 $ | +509.846 $ | ||||
| Sea Ltd | SE | 1.042.502 $ | +1.042.502 $ | |||||||
| ORACLE CORP | ORCL | 1.006.125 $ | +1.006.125 $ | |||||||
| Eaton Corp plc | ETN | 988.337 $ | +988.337 $ | |||||||
| CIENA CORP | CIEN | 978.512 $ | +978.512 $ | |||||||
| Alcoa Corp | AA | 976.713 $ | +976.713 $ | |||||||
| TTM TECHNOLOGIES INC | TTMI | 968.967 $ | +968.967 $ | |||||||
| CELESTICA INC | CLS | 422.722 $ | -419.898 $ | -49,8 % | 842.620 $ | +842.620 $ | ||||
| RAMBUS INC | RMBS | 593.609 $ | +336.235 $ | +130,6 % | 257.374 $ | +257.374 $ | ||||
| BOEING CO | BA | 534.984 $ | +104.835 $ | +24,4 % | 430.149 $ | -9.654 $ | -2,2 % | 439.803 $ | -30.915 $ | -6,6 % |
| NUCOR CORP | NUE | 493.734 $ | +493.734 $ | |||||||
| Sandisk Corp | SNDK | 344.230 $ | -131.265 $ | -27,6 % | 475.495 $ | +475.495 $ | ||||
| Galaxy Digital Inc. | GLXY | 454.556 $ | +104.183 $ | +29,7 % | 350.373 $ | +350.373 $ | ||||
| UNITED STATES ANTIMONY CORP | UAMY | 188.511 $ | +188.511 $ | |||||||
| 1.616.030.079 $ | +130.788.371 $ | +272,9 % | 1.579.491.371 $ | +353.202.658 $ | +75,3 % | 1.230.951.038 $ | +93.390.066 $ | +26,3 % | ||