| 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 | ||||
| 59.199.530 $ | -15.566.105 $ | -9,5 % | 6 | 109.541.584 $ | +31.154.792 $ | +56,3 % | 9 | 98.444.204 $ | +47.361.847 $ | +73,5 % | 10 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 13.483.153 $ | -14.671.963 $ | -52,1 % | 1 | 28.155.116 $ | +19.790.032 $ | +236,6 % | 1 | 8.365.084 $ | +3.612.084 $ | +76,0 % | 1 |
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 15.073.358 $ | +236.446 $ | +1,6 % | 1 | 14.836.912 $ | -5.459.763 $ | -26,9 % | 1 | 20.296.675 $ | +4.677.860 $ | +30,0 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 18.293.039 $ | +12.337.405 $ | +207,2 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 10.265.164 $ | +826.469 $ | +8,8 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 10.185.200 $ | +10.185.200 $ | 1 | |||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 9.461.840 $ | +9.461.840 $ | 1 | |||||||||
| FIVE BELOW, INC | FIVE | → 0 | Sehr stark | 8.978.807 $ | -401.144 $ | -4,3 % | 1 | 9.379.951 $ | -31.533 $ | -0,3 % | 1 | 9.411.484 $ | +4.164.284 $ | +79,4 % | 1 |
| Wayfair Inc. | W | → 0 | Neutral | 9.411.128 $ | +1.277.364 $ | +15,7 % | 1 | 8.133.764 $ | +5.065.364 $ | +165,1 % | 1 | ||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 6.841.052 $ | -2.415.839 $ | -26,1 % | 1 | 9.256.891 $ | +5.457.844 $ | +143,7 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 7.133.456 $ | -1.234.000 $ | -14,7 % | 1 | 8.367.456 $ | +2.912.898 $ | +53,4 % | 1 | ||||
| HALOZYME THERAPEUTICS, INC. | HALO | → 0 | Schwach | 7.523.966 $ | -714.631 $ | -8,7 % | 1 | 8.238.597 $ | +1.680.094 $ | +25,6 % | 1 | 6.558.503 $ | +1.876.703 $ | +40,1 % | 1 |
| TWILIO INC | TWLO | → 0 | Neutral | 7.006.790 $ | +1.219.187 $ | +21,1 % | 1 | ||||||||
| Snowflake Inc. | SNOW | → 0 | Sehr schwach | 6.509.599 $ | +2.034.199 $ | +45,5 % | 1 | ||||||||
| Boot Barn Holdings, Inc. | BOOT | → 0 | Schwach | 6.018.333 $ | +1.064.134 $ | +21,5 % | 1 | ||||||||
| 59.199.530 $ | -15.566.105 $ | -9,5 % | 6 | 109.541.584 $ | +31.154.792 $ | +56,3 % | 9 | 98.444.204 $ | +47.361.847 $ | +73,5 % | 10 | ||||