| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 335.550.841 $ | -87.037.446 $ | +30,6 % | 474.347.925 $ | +183.160.540 $ | +245,9 % | 373.360.633 $ | +120.646.628 $ | +146,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 229.397.170 $ | -29.501.169 $ | -11,4 % | 258.898.339 $ | +45.038.790 $ | +21,1 % | 213.859.549 $ | -10.809.428 $ | -4,8 % |
| Sandisk Corp | SNDK | 9.460.780 $ | -91.474.340 $ | -90,6 % | 100.935.120 $ | +97.302.477 $ | +2.678,6 % | |||
| ADVANCED MICRO DEVICES INC | AMD | 63.832.296 $ | +63.832.296 $ | |||||||
| MICRON TECHNOLOGY INC | MU | 34.452.983 $ | +14.341.119 $ | +71,3 % | 20.111.864 $ | +7.017.541 $ | +53,6 % | |||
| ORACLE CORP | ORCL | 22.077.340 $ | -146.400 $ | -0,7 % | 22.223.740 $ | +22.223.740 $ | ||||
| AMBARELLA INC | AMBA | 18.443.220 $ | +11.581.048 $ | +168,8 % | 6.862.172 $ | +705.303 $ | +11,5 % | |||
| QuantumScape Corp | QS | 16.782.304 $ | +9.343.264 $ | +125,6 % | 7.439.040 $ | +7.439.040 $ | ||||
| CIENA CORP | CIEN | 16.390.779 $ | +12.029.419 $ | +275,8 % | 4.361.360 $ | +4.361.360 $ | ||||
| Roblox Corp | RBLX | 1.717.648 $ | -11.871.036 $ | -87,4 % | 13.588.684 $ | +11.618.482 $ | +589,7 % | |||
| ARGAN INC | AGX | 8.621.626 $ | +4.015.923 $ | +87,2 % | 4.605.703 $ | +4.605.703 $ | ||||
| TTM TECHNOLOGIES INC | TTMI | 2.380.500 $ | -5.581.441 $ | -70,1 % | 7.961.941 $ | +7.961.941 $ | ||||
| ENTEGRIS INC | ENTG | 7.562.280 $ | +3.303.572 $ | +77,6 % | 4.258.708 $ | +4.258.708 $ | ||||
| NVIDIA CORP | NVDA | 5.965.544 $ | +5.965.544 $ | |||||||
| SYNOPSYS INC | SNPS | 3.034.391 $ | -2.557.198 $ | -45,7 % | 5.591.589 $ | +3.028.189 $ | +118,1 % | 2.563.400 $ | +2.563.400 $ | |
| IMPINJ INC | PI | 5.537.868 $ | +106.330 $ | +2,0 % | 5.431.538 $ | +5.431.538 $ | ||||
| MASTEC INC | MTZ | 5.265.788 $ | +5.265.788 $ | |||||||
| Solana Co | HSDT | 1.259.991 $ | -3.933.438 $ | -75,7 % | 5.193.429 $ | +5.193.429 $ | ||||
| Strategy Inc | MSTR | 4.881.077 $ | +4.375.163 $ | +864,8 % | ||||||
| CATERPILLAR INC | CAT | 4.866.531 $ | +4.866.531 $ | |||||||
| LAM RESEARCH CORP | LRCX | 4.668.763 $ | +1.899.440 $ | +68,6 % | 2.769.323 $ | -6.950.667 $ | -71,5 % | |||
| X Financial | XYF | 4.449.908 $ | +4.449.908 $ | |||||||
| FinVolution Group | FINV | 3.410.316 $ | +958.576 $ | +39,1 % | ||||||
| Lufax Holding Ltd | LU | 752.476 $ | -2.358.374 $ | -75,8 % | 3.110.850 $ | -200.700 $ | -6,1 % | |||
| Atour Lifestyle Holdings Ltd | ATAT | 981.099 $ | -1.743.239 $ | -64,0 % | 2.724.338 $ | +2.724.338 $ | ||||
| AMAZON COM INC | AMZN | 2.339.136 $ | +2.339.136 $ | |||||||
| EMERSON ELECTRIC CO | EMR | 1.445.604 $ | +1.445.604 $ | |||||||
| Bloom Energy Corp | BE | 1.377.207 $ | -557.337 $ | -28,8 % | ||||||
| TWILIO INC | TWLO | 1.336.202 $ | +297.796 $ | +28,7 % | 1.038.406 $ | +1.038.406 $ | ||||
| JFrog Ltd | FROG | 1.274.184 $ | +739.355 $ | +138,2 % | 534.829 $ | +534.829 $ | ||||
| Shift4 Payments, Inc. | FOUR | 1.175.445 $ | -1.705.650 $ | -59,2 % | ||||||
| MICROSOFT CORP | MSFT | 1.144.043 $ | +1.144.043 $ | |||||||
| AppLovin Corp | APP | 889.553 $ | -160.687 $ | -15,3 % | 1.050.240 $ | +536.728 $ | +104,5 % | |||
| HUBSPOT INC | HUBS | 520.449 $ | -13.707 $ | -2,6 % | ||||||
| INNODATA INC | INOD | 450.736 $ | +450.736 $ | |||||||
| 335.550.841 $ | -87.037.446 $ | +30,6 % | 474.347.925 $ | +183.160.540 $ | +245,9 % | 373.360.633 $ | +120.646.628 $ | +146,5 % | ||