| 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 | ||||
| 12.846.178.165 $ | +1.867.313.758 $ | +32,4 % | 11 | 10.691.161.582 $ | +4.289.205.034 $ | +114,7 % | 9 | 5.011.363.039 $ | +580.777.010 $ | +17,3 % | 5 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.971.286.383 $ | +754.442.799 $ | +34,0 % | 1 | 2.216.843.584 $ | +1.692.854.158 $ | +323,1 % | 1 | 523.989.426 $ | +182.505.939 $ | +53,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 2.067.329.434 $ | +122.812.995 $ | +6,3 % | 1 | 1.944.516.439 $ | +1.604.425.227 $ | +471,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.058.894.722 $ | +251.021.537 $ | +13,9 % | 1 | 1.807.873.185 $ | +3.165.261 $ | +0,2 % | 1 | 1.804.707.924 $ | +260.884.783 $ | +16,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.579.057.120 $ | -124.953.285 $ | -7,3 % | 1 | 1.704.010.405 $ | +999.667.292 $ | +141,9 % | 1 | 704.343.113 $ | +5.686.317 $ | +0,8 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Stark | 600.174.096 $ | +21.236.881 $ | +3,7 % | 1 | 578.937.215 $ | -460.421.252 $ | -44,3 % | 1 | 1.039.358.467 $ | +24.357.027 $ | +2,4 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 889.303.322 $ | -50.999.155 $ | -5,4 % | 1 | 940.302.477 $ | +1.338.368 $ | +0,1 % | 1 | 938.964.109 $ | +107.342.944 $ | +12,9 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 692.777.203 $ | +101.860.506 $ | +17,2 % | 1 | 590.916.697 $ | +293.989.334 $ | +99,0 % | 1 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 557.213.511 $ | +256.159.412 $ | +85,1 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 505.625.981 $ | +126.237.400 $ | +33,3 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 491.962.419 $ | +109.508.937 $ | +28,6 % | 1 | ||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 471.222.734 $ | +156.362.556 $ | +49,7 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 453.293.659 $ | +253.132.112 $ | +126,5 % | 1 | ||||||||
| KLA CORP | KLAC | → 0 | Stark | 415.799.161 $ | +44.677.709 $ | +12,0 % | 1 | ||||||||
| 12.846.178.165 $ | +1.867.313.758 $ | +32,4 % | 11 | 10.691.161.582 $ | +4.289.205.034 $ | +114,7 % | 9 | 5.011.363.039 $ | +580.777.010 $ | +17,3 % | 5 | ||||