| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.043.866.780 $ | +244.257.669 $ | +446,5 % | 865.090.449 $ | +865.090.449 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 401.938.802 $ | +4.218.893 $ | +1,1 % | 397.719.909 $ | +397.719.909 $ | |
| ALPHA PRO TECH LTD | APT | 150.650.673 $ | +58.936.793 $ | +64,3 % | 91.713.880 $ | +91.713.880 $ | |
| Sea Ltd | SE | 83.770.882 $ | -20.166.154 $ | -19,4 % | 103.937.036 $ | +103.937.036 $ | |
| NVIDIA CORP | NVDA | 100.908.623 $ | +35.327.992 $ | +53,9 % | 65.580.631 $ | +65.580.631 $ | |
| AMAZON COM INC | AMZN | 74.592.253 $ | +74.592.253 $ | ||||
| MICROSOFT CORP | MSFT | 46.030.952 $ | +13.370.061 $ | +40,9 % | 32.660.891 $ | +32.660.891 $ | |
| WESTERN DIGITAL CORP | WDC | 33.963.375 $ | -480.398 $ | -1,4 % | 34.443.773 $ | +34.443.773 $ | |
| ARGAN INC | AGX | 28.573.844 $ | +28.573.844 $ | ||||
| ATI INC | ATI | 3.834.705 $ | -17.417.810 $ | -82,0 % | 21.252.515 $ | +21.252.515 $ | |
| Vertiv Holdings Co | VRT | 18.870.776 $ | +18.870.776 $ | ||||
| MICRON TECHNOLOGY INC | MU | 17.265.593 $ | +17.265.593 $ | ||||
| FLOWSERVE CORP | FLS | 16.385.128 $ | +16.183.196 $ | +8.014,2 % | 201.932 $ | +201.932 $ | |
| CAMECO CORP | CCJ | 14.444.350 $ | +1.896.043 $ | +15,1 % | 12.548.307 $ | +12.548.307 $ | |
| SYNOPSYS INC | SNPS | 12.016.513 $ | +12.016.513 $ | ||||
| H World Group Ltd | HTHT | 10.565.078 $ | +10.565.078 $ | ||||
| ELI LILLY & Co | LLY | 10.273.941 $ | +6.306.341 $ | +158,9 % | 3.967.600 $ | +3.967.600 $ | |
| MCDONALDS CORP | MCD | 9.621.232 $ | +9.621.232 $ | ||||
| CARPENTER TECHNOLOGY CORP | CRS | 2.825.374 $ | -5.632.497 $ | -66,6 % | 8.457.871 $ | +8.457.871 $ | |
| ORACLE CORP | ORCL | 1.347.023 $ | -7.103.677 $ | -84,1 % | 8.450.700 $ | +8.450.700 $ | |
| Bitdeer Technologies Group | BTDR | 7.843.592 $ | +7.843.592 $ | ||||
| Nu Holdings Ltd. | NU | 7.689.787 $ | +3.205.386 $ | +71,5 % | 4.484.401 $ | +4.484.401 $ | |
| Sandisk Corp | SNDK | 6.599.164 $ | +6.599.164 $ | ||||
| SAP SE | SAP | 6.265.807 $ | +6.265.807 $ | ||||
| Palo Alto Networks Inc | PANW | 6.190.962 $ | +1.579.173 $ | +34,2 % | 4.611.789 $ | +4.611.789 $ | |
| ICON PLC | ICLR | 6.109.108 $ | +242.058 $ | +4,1 % | 5.867.050 $ | +5.867.050 $ | |
| Hyatt Hotels Corp | H | 5.066.112 $ | +5.066.112 $ | ||||
| Bloom Energy Corp | BE | 4.786.916 $ | +4.786.916 $ | ||||
| UNITEDHEALTH GROUP INC | UNH | 4.298.985 $ | +4.298.985 $ | ||||
| ROPER TECHNOLOGIES INC | ROP | 3.490.830 $ | +3.490.830 $ | ||||
| INTUITIVE SURGICAL INC | ISRG | 2.996.441 $ | +2.996.441 $ | ||||
| LOCKHEED MARTIN CORP | LMT | 2.545.971 $ | +2.545.971 $ | ||||
| AeroVironment Inc | AVAV | 266.563 $ | -2.088.814 $ | -88,7 % | 2.355.377 $ | +2.355.377 $ | |
| Roblox Corp | RBLX | 1.985.235 $ | +1.215.756 $ | +158,0 % | 769.479 $ | +769.479 $ | |
| RTX Corp | RTX | 1.281.246 $ | +1.281.246 $ | ||||
| Liberty Media Corp | FWONA | 918.015 $ | +918.015 $ | ||||
| COGNEX CORP | CGNX | 644.257 $ | +644.257 $ | ||||
| IREN Ltd | IREN | 605.075 $ | +374.179 $ | +162,1 % | 230.896 $ | +230.896 $ | |
| GAP INC | GAP | 522.240 $ | +167.166 $ | +47,1 % | 355.074 $ | +355.074 $ | |
| Accenture plc | ACN | 517.282 $ | +517.282 $ | ||||
| NETFLIX INC | NFLX | 440.004 $ | +440.004 $ | ||||
| CENTRUS ENERGY CORP | LEU | 405.409 $ | +405.409 $ | ||||
| 1.043.866.780 $ | +244.257.669 $ | +446,5 % | 865.090.449 $ | +865.090.449 $ | |||