| 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 | ||||
| 13.714.890.195 $ | +7.828.997.821 $ | +125,1 % | 11 | 5.420.837.551 $ | +1.519.328.815 $ | +27,1 % | 9 | 2.874.600.795 $ | +2.874.600.795 $ | 5 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 3.364.070.662 $ | +2.100.634.058 $ | +166,3 % | 1 | 1.263.436.604 $ | +514.903.952 $ | +68,8 % | 1 | 748.532.652 $ | +748.532.652 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.306.741.720 $ | +1.790.010.261 $ | +346,4 % | 1 | 516.731.459 $ | +174.593.526 $ | +51,0 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 2.079.643.013 $ | +1.589.676.321 $ | +324,4 % | 1 | 489.966.692 $ | +183.529.969 $ | +59,9 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 1.566.323.901 $ | +616.369.839 $ | +64,9 % | 1 | 949.954.062 $ | +135.214.860 $ | +16,6 % | 1 | 814.739.202 $ | +814.739.202 $ | 1 | |
| CoreWeave, Inc. | CRWV | → 0 | Schwach | 757.986.855 $ | +292.420.169 $ | +62,8 % | 1 | 465.566.686 $ | -20.568.306 $ | -4,2 % | 1 | 486.134.992 $ | +486.134.992 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 743.000.038 $ | +310.938.471 $ | +72,0 % | 1 | 432.061.567 $ | +432.061.567 $ | 1 | |||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 647.612.852 $ | +351.751.167 $ | +118,9 % | 1 | ||||||||
| Bloom Energy Corp | BE | → 0 | Stark | 623.529.180 $ | +319.948.727 $ | +105,4 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 621.430.632 $ | +203.219.476 $ | +48,6 % | 1 | 418.211.156 $ | +24.344.510 $ | +6,2 % | 1 | 393.866.646 $ | +393.866.646 $ | 1 | |
| INTEL CORP | INTC | → 0 | Sehr stark | 580.624.632 $ | +173.994.012 $ | +42,8 % | 1 | 406.630.620 $ | +28.297.335 $ | +7,5 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 478.278.705 $ | +46.951.402 $ | +10,9 % | 1 | 431.327.303 $ | +431.327.303 $ | 1 | |||||
| CELESTICA INC | CLS | → 0 | Neutral | 423.926.710 $ | +80.035.320 $ | +23,3 % | 1 | ||||||||
| 13.714.890.195 $ | +7.828.997.821 $ | +125,1 % | 11 | 5.420.837.551 $ | +1.519.328.815 $ | +27,1 % | 9 | 2.874.600.795 $ | +2.874.600.795 $ | 5 | |||||