| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 9.944.995.059 $ | +1.809.830.994 $ | +13,7 % | 8.187.932.231 $ | +8.187.932.231 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 4.310.466.249 $ | +1.071.583.279 $ | +33,1 % | 3.238.882.970 $ | +3.238.882.970 $ | |
| NVIDIA CORP | NVDA | 1.263.436.604 $ | +514.903.952 $ | +68,8 % | 748.532.652 $ | +748.532.652 $ | |
| ALPHA PRO TECH LTD | APT | 516.731.459 $ | +174.593.526 $ | +51,0 % | 342.137.933 $ | +342.137.933 $ | |
| AMAZON COM INC | AMZN | 489.966.692 $ | +183.529.969 $ | +59,9 % | 306.436.723 $ | +306.436.723 $ | |
| Vertiv Holdings Co | VRT | 418.211.156 $ | +24.344.510 $ | +6,2 % | 393.866.646 $ | +393.866.646 $ | |
| INTEL CORP | INTC | 406.630.620 $ | +28.297.335 $ | +7,5 % | 378.333.285 $ | +378.333.285 $ | |
| MICRON TECHNOLOGY INC | MU | 280.503.231 $ | -95.588.960 $ | -25,4 % | 376.092.191 $ | +376.092.191 $ | |
| CELESTICA INC | CLS | 343.891.390 $ | +5.559.664 $ | +1,6 % | 338.331.726 $ | +338.331.726 $ | |
| Constellation Energy Corp | CEG | 123.141.797 $ | -201.177.748 $ | -62,0 % | 324.319.545 $ | +324.319.545 $ | |
| Bloom Energy Corp | BE | 303.580.453 $ | +29.466.334 $ | +10,7 % | 274.114.119 $ | +274.114.119 $ | |
| Nebius Group N.V. | NBIS | 295.861.685 $ | +44.573.357 $ | +17,7 % | 251.288.328 $ | +251.288.328 $ | |
| MICROSOFT CORP | MSFT | 205.284.116 $ | +15.417.113 $ | +8,1 % | 189.867.003 $ | +189.867.003 $ | |
| Talen Energy Corp | TLN | 58.979.949 $ | -130.330.741 $ | -68,8 % | 189.310.690 $ | +189.310.690 $ | |
| IREN Ltd | IREN | 132.770.879 $ | -49.004.826 $ | -27,0 % | 181.775.705 $ | +181.775.705 $ | |
| EQT Corp | EQT | 171.053.680 $ | +29.747.685 $ | +21,1 % | 141.305.995 $ | +141.305.995 $ | |
| LAM RESEARCH CORP | LRCX | 146.261.841 $ | +59.472.815 $ | +68,5 % | 86.789.026 $ | +86.789.026 $ | |
| ORACLE CORP | ORCL | 143.533.478 $ | +23.472.122 $ | +19,6 % | 120.061.356 $ | +120.061.356 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 94.722.968 $ | +23.163.251 $ | +32,4 % | 71.559.717 $ | +71.559.717 $ | |
| APPFOLIO INC | APPF | 71.771.040 $ | +18.655.222 $ | +35,1 % | 53.115.818 $ | +53.115.818 $ | |
| KLA CORP | KLAC | 61.709.053 $ | +21.649.849 $ | +54,0 % | 40.059.204 $ | +40.059.204 $ | |
| ARGAN INC | AGX | 40.373.789 $ | -20.589.999 $ | -33,8 % | 60.963.788 $ | +60.963.788 $ | |
| Fabrinet | FN | 42.593.815 $ | +42.593.815 $ | ||||
| Bitdeer Technologies Group | BTDR | 36.629.953 $ | +13.066.449 $ | +55,5 % | 23.563.504 $ | +23.563.504 $ | |
| Galaxy Digital Inc. | GLXY | 23.727.336 $ | +23.727.336 $ | ||||
| TRANSALTA CORP | TAC | 10.174.351 $ | +10.174.351 $ | ||||
| BKV Corp | BKV | 5.220.809 $ | +1.273.628 $ | +32,3 % | 3.947.181 $ | +3.947.181 $ | |
| BlackRock, Inc. | BLK | 317.650 $ | -191.310 $ | -37,6 % | 508.960 $ | +508.960 $ | |
| ASML HOLDING NV | ASML | 217.182 $ | +217.182 $ | ||||
| 9.944.995.059 $ | +1.809.830.994 $ | +13,7 % | 8.187.932.231 $ | +8.187.932.231 $ | |||