| 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 | ||||
| 2.082.824.349 $ | +123.070.376 $ | +493,4 % | 9 | 1.987.577.298 $ | +70.630.116 $ | -14,0 % | 6 | 2.194.938.817 $ | +940.944.573 $ | +89,0 % | 10 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 496.374.800 $ | -452.734.150 $ | -47,7 % | 1 | 949.108.950 $ | +258.683.450 $ | +37,5 % | 1 | 690.425.500 $ | +301.519.300 $ | +77,5 % | 1 | |
| iSHARES TRUST | → 0 | 753.920.000 $ | +118.827.200 $ | +18,7 % | 1 | 635.092.800 $ | -23.038.400 $ | -3,5 % | 1 | 658.131.200 $ | +262.156.550 $ | +66,2 % | 1 | ||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 211.900.343 $ | +22.781.683 $ | +12,0 % | 1 | 189.118.660 $ | -59.629.291 $ | -24,0 % | 1 | 248.747.951 $ | +133.501.806 $ | +115,8 % | 1 |
| Sandisk Corp | SNDK | → 0 | Stark | 140.156.004 $ | +112.857.304 $ | +413,4 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Neutral | 72.045.847 $ | -57.195.915 $ | -44,3 % | 1 | 129.241.762 $ | +49.833.018 $ | +62,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 125.690.080 $ | +88.184.930 $ | +235,1 % | 1 | 85.752.168 $ | +29.570.924 $ | +52,6 % | 1 | ||||
| CELESTICA INC | CLS | → 0 | Schwach | 108.563.697 $ | +66.596.537 $ | +158,7 % | 1 | ||||||||
| PBF Energy Inc. | PBF | → 0 | Stark | 108.492.932 $ | +105.095.790 $ | +3.093,7 % | 1 | ||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 81.191.285 $ | +13.819.141 $ | +20,5 % | 1 | 67.372.144 $ | -31.939.747 $ | -32,2 % | 1 | 99.311.891 $ | +73.498.991 $ | +284,7 % | 1 |
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 74.838.897 $ | -16.249.981 $ | -17,8 % | 1 | 91.088.878 $ | +56.599.201 $ | +164,1 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Stark | 69.450.317 $ | +17.843.064 $ | +34,6 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 62.112.050 $ | +10.970.104 $ | +21,5 % | 1 | ||||||||
| Madison Square Garden Sports Corp. | MSGS | → 0 | Neutral | 60.677.100 $ | +5.451.615 $ | +9,9 % | 1 | ||||||||
| Silicon Motion Technology CORP | SIMO | → 0 | Stark | 56.535.208 $ | +47.641.941 $ | +535,7 % | 1 | ||||||||
| 2.082.824.349 $ | +123.070.376 $ | +493,4 % | 9 | 1.987.577.298 $ | +70.630.116 $ | -14,0 % | 6 | 2.194.938.817 $ | +940.944.573 $ | +89,0 % | 10 | ||||