| 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 | ||||
| 260.140.557 $ | +164.143.986 $ | +330,3 % | 10 | 133.124.416 $ | +75.265.127 $ | +1.236,8 % | 5 | 286.237.162 $ | +211.243.802 $ | +272,2 % | 10 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 43.656.753 $ | +34.195.973 $ | +361,4 % | 1 | 100.935.120 $ | +100.935.120 $ | 1 | |||||
| Qnity Electronics, Inc. | Q | → 0 | Neutral | 46.235.651 $ | +46.235.651 $ | 1 | |||||||||
| iSHARES TRUST | → 0 | 41.391.200 $ | +38.971.600 $ | +1.610,7 % | 1 | ||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 34.452.983 $ | +14.341.119 $ | +71,3 % | 1 | 20.111.864 $ | +20.111.864 $ | 1 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 15.539.429 $ | -18.145.274 $ | -53,9 % | 1 | 33.684.703 $ | +2.070.150 $ | +6,5 % | 1 | 31.614.553 $ | -837.980 $ | -2,6 % | 1 |
| INTEL CORP | INTC | → 0 | Sehr stark | 30.882.615 $ | +30.882.615 $ | 1 | |||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 30.118.648 $ | +28.853.420 $ | +2.280,5 % | 1 | ||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 24.702.687 $ | +8.311.908 $ | +50,7 % | 1 | 16.390.779 $ | +12.029.419 $ | +275,8 % | 1 | ||||
| CoreWeave, Inc. | CRWV | → 0 | Schwach | 16.137.001 $ | -6.032.699 $ | -27,2 % | 1 | 22.169.700 $ | +22.169.700 $ | 1 | |||||
| ORACLE CORP | ORCL | → 0 | Stark | 22.077.340 $ | -146.400 $ | -0,7 % | 1 | ||||||||
| NIO Inc. | NIO | → 0 | Schwach | 20.136.612 $ | +20.136.612 $ | 1 | |||||||||
| Reddit, Inc. | RDDT | → 0 | Neutral | 19.600.898 $ | +14.857.943 $ | +313,3 % | 1 | ||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 18.477.303 $ | +17.971.019 $ | +3.549,6 % | 1 | ||||||||
| AMBARELLA INC | AMBA | → 0 | Neutral | 18.443.220 $ | +11.581.048 $ | +168,8 % | 1 | ||||||||
| QuantumScape Corp | QS | → 0 | Schwach | 16.782.304 $ | +9.343.264 $ | +125,6 % | 1 | ||||||||
| Solstice Advanced Materials Inc. | SOLS | → 0 | Sehr schwach | 16.610.496 $ | +4.739.487 $ | +39,9 % | 1 | ||||||||
| Unity Software Inc. | U | → 0 | Neutral | 14.365.551 $ | +13.092.631 $ | +1.028,6 % | 1 | ||||||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 12.858.800 $ | +12.858.800 $ | 1 | |||||||||
| MKS INC | MKSI | → 0 | Neutral | 12.125.925 $ | +12.125.925 $ | 1 | |||||||||
| 260.140.557 $ | +164.143.986 $ | +330,3 % | 10 | 133.124.416 $ | +75.265.127 $ | +1.236,8 % | 5 | 286.237.162 $ | +211.243.802 $ | +272,2 % | 10 | ||||