| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 620.115.407 $ | -30.097.056 $ | +99,3 % | 711.906.949 $ | +67.048.822 $ | +143,6 % | 654.181.288 $ | +128.887.876 $ | +83,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 380.000.049 $ | -36.025.705 $ | -8,7 % | 416.025.754 $ | -12.281.773 $ | -2,9 % | 428.307.527 $ | +63.897.625 $ | +17,5 % |
| ELI LILLY & Co | LLY | 49.231.091 $ | +12.671.946 $ | +34,7 % | 36.559.145 $ | +21.986.611 $ | +150,9 % | 14.572.534 $ | +10.006.904 $ | +219,2 % |
| NVIDIA CORP | NVDA | 44.849.520 $ | +6.471.693 $ | +16,9 % | 38.377.827 $ | +8.309.486 $ | +27,6 % | 30.068.341 $ | +14.656.597 $ | +95,1 % |
| SPS COMMERCE INC | SPSC | 33.309.856 $ | +7.844.341 $ | +30,8 % | 25.465.515 $ | +10.240.781 $ | +67,3 % | 15.224.734 $ | -1.890.782 $ | -11,0 % |
| ALPHA PRO TECH LTD | APT | 31.828.748 $ | +3.335.738 $ | +11,7 % | 28.493.010 $ | +24.301.524 $ | +579,8 % | 4.191.486 $ | +3.552.977 $ | +556,4 % |
| ADVANCED MICRO DEVICES INC | AMD | 5.171.322 $ | -927.514 $ | -15,2 % | 6.098.836 $ | -22.521.826 $ | -78,7 % | 28.620.662 $ | +6.424.918 $ | +28,9 % |
| WESTERN DIGITAL CORP | WDC | 10.488.314 $ | -9.028.880 $ | -46,3 % | 19.517.194 $ | +8.204.722 $ | +72,5 % | 11.312.472 $ | +9.354.245 $ | +477,7 % |
| Roblox Corp | RBLX | 652.048 $ | -6.938.017 $ | -91,4 % | 7.590.065 $ | -9.041.424 $ | -54,4 % | 16.631.489 $ | +16.631.489 $ | |
| Vipshop Holdings Ltd | VIPS | 16.494.280 $ | +5.002.916 $ | +43,5 % | 11.491.364 $ | +3.520.688 $ | +44,2 % | 7.970.676 $ | -552.658 $ | -6,5 % |
| Sandisk Corp | SNDK | 15.680.136 $ | +5.238.467 $ | +50,2 % | 10.441.669 $ | +3.908.367 $ | +59,8 % | 6.533.302 $ | -1.875.100 $ | -22,3 % |
| Sea Ltd | SE | 1.972.615 $ | -597.522 $ | -23,2 % | 2.570.137 $ | -11.994.959 $ | -82,4 % | 14.565.096 $ | +6.264.236 $ | +75,5 % |
| UNITEDHEALTH GROUP INC | UNH | 13.444.601 $ | +13.444.601 $ | |||||||
| APPFOLIO INC | APPF | 966.462 $ | -11.558.278 $ | -92,3 % | 12.524.740 $ | +11.970.781 $ | +2.161,0 % | 553.959 $ | -12.252.724 $ | -95,7 % |
| INTEL CORP | INTC | 2.056.280 $ | -7.790.715 $ | -79,1 % | 9.846.995 $ | -9.589.177 $ | -49,3 % | |||
| CELESTICA INC | CLS | 1.749.298 $ | -5.595.678 $ | -76,2 % | 7.344.976 $ | +6.084.016 $ | +482,5 % | |||
| MICROSOFT CORP | MSFT | 4.040.010 $ | -2.767.543 $ | -40,7 % | 6.807.553 $ | +6.807.553 $ | ||||
| INSMED Inc | INSM | 6.396.348 $ | +5.803.377 $ | +978,7 % | 592.971 $ | +592.971 $ | ||||
| NETFLIX INC | NFLX | 1.922.080 $ | -4.365.135 $ | -69,4 % | 6.287.215 $ | +6.287.215 $ | ||||
| AppLovin Corp | APP | 5.866.161 $ | -318.769 $ | -5,2 % | ||||||
| Legend Biotech Corp | LEGN | 5.296.516 $ | -454.816 $ | -7,9 % | 5.751.332 $ | +4.496.363 $ | +358,3 % | |||
| RALPH LAUREN CORP | RL | 4.325.711 $ | -1.270.394 $ | -22,7 % | 5.596.105 $ | +2.947.225 $ | +111,3 % | |||
| IREN Ltd | IREN | 529.535 $ | -5.024.912 $ | -90,5 % | 5.554.447 $ | +119.837 $ | +2,2 % | 5.434.610 $ | +5.434.610 $ | |
| H World Group Ltd | HTHT | 5.090.810 $ | +4.875.705 $ | +2.266,7 % | 215.105 $ | -5.166.608 $ | -96,0 % | 5.381.713 $ | +960.091 $ | +21,7 % |
| Fabrinet | FN | 3.598.799 $ | +3.598.799 $ | |||||||
| FREEPORT-MCMORAN INC | FCX | 3.578.968 $ | +3.149.673 $ | +733,7 % | 429.295 $ | +429.295 $ | ||||
| CURTISS WRIGHT CORP | CW | 3.557.343 $ | +2.801.068 $ | +370,4 % | 756.275 $ | +756.275 $ | ||||
| CARNIVAL CORP | CCL | 2.769.795 $ | -699.405 $ | -20,2 % | 3.469.200 $ | +657.200 $ | +23,4 % | 2.812.000 $ | -130.761 $ | -4,4 % |
| CIENA CORP | CIEN | 3.172.110 $ | +3.172.110 $ | |||||||
| EchoStar CORP | SATS | 3.096.016 $ | +3.096.016 $ | |||||||
| WYNN RESORTS LTD | WYNN | 3.091.110 $ | +753.110 $ | +32,2 % | ||||||
| CATERPILLAR INC | CAT | 2.992.100 $ | +2.992.100 $ | |||||||
| RYANAIR HOLDINGS PLC | RYAAY | 628.558 $ | -2.140.006 $ | -77,3 % | 2.768.564 $ | +2.768.564 $ | ||||
| Birkenstock Holding plc | BIRK | 2.715.375 $ | +276.155 $ | +11,3 % | ||||||
| LAS VEGAS SANDS CORP | LVS | 2.560.836 $ | +537.633 $ | +26,6 % | 2.023.203 $ | +958.328 $ | +90,0 % | |||
| Atour Lifestyle Holdings Ltd | ATAT | 892.236 $ | -1.646.925 $ | -64,9 % | 2.539.161 $ | -7.406 $ | -0,3 % | |||
| SYNOPSYS INC | SNPS | 2.374.193 $ | +2.374.193 $ | |||||||
| Talen Energy Corp | TLN | 2.332.784 $ | +2.332.784 $ | |||||||
| NICOLET BANKSHARES INC | NIC | 2.038.720 $ | -277.850 $ | -12,0 % | 2.316.570 $ | +2.025.306 $ | +695,4 % | 291.264 $ | -210.228 $ | -41,9 % |
| DECKERS OUTDOOR CORP | DECK | 2.048.207 $ | +1.025.145 $ | +100,2 % | ||||||
| Bloom Energy Corp | BE | 1.906.631 $ | +1.906.631 $ | |||||||
| SITIME Corp | SITM | 1.561.991 $ | -1.806.041 $ | -53,6 % | ||||||
| TAL Education Group | TAL | 1.550.691 $ | -17.343.546 $ | -91,8 % | ||||||
| ORACLE CORP | ORCL | 1.493.947 $ | -1.701 $ | -0,1 % | 1.495.648 $ | +1.495.648 $ | ||||
| BOEING CO | BA | 955.328 $ | -174.542 $ | -15,4 % | 1.129.870 $ | +399.658 $ | +54,7 % | 730.212 $ | -1.346.234 $ | -64,8 % |
| Walmart Inc. | WMT | 1.100.619 $ | -2.865.470 $ | -72,2 % | ||||||
| PALATIN TECHNOLOGIES INC | PTNT | 1.066.568 $ | +244.934 $ | +29,8 % | ||||||
| ENERGY FUELS INC | UUUU | 914.292 $ | +167.033 $ | +22,4 % | 747.259 $ | +747.259 $ | ||||
| Rocket Lab Corp | RKLB | 888.241 $ | +888.241 $ | |||||||
| CAMECO CORP | CCJ | 251.580 $ | -624.334 $ | -71,3 % | 875.914 $ | +875.914 $ | ||||
| Hesai Group | HSAI | 783.990 $ | -422.817 $ | -35,0 % | ||||||
| VERIZON COMMUNICATIONS INC | VZ | 244.380 $ | -500.133 $ | -67,2 % | 744.513 $ | +744.513 $ | ||||
| WEIBO Corp | WB | 617.801 $ | +617.801 $ | |||||||
| ROPER TECHNOLOGIES INC | ROP | 612.391 $ | +612.391 $ | |||||||
| COCA COLA CO | KO | 591.442 $ | +591.442 $ | |||||||
| AMAZON COM INC | AMZN | 516.344 $ | -40.687 $ | -7,3 % | 557.031 $ | -444.688 $ | -44,4 % | |||
| Fortive Corp | FTV | 536.294 $ | +536.294 $ | |||||||
| COMCAST CORP | CMCSA | 503.600 $ | +503.600 $ | |||||||
| Zai Lab Ltd | ZLAB | 471.139 $ | +471.139 $ | |||||||
| HENRY SCHEIN INC | HSIC | 439.635 $ | +439.635 $ | |||||||
| Strategy Inc | MSTR | 322.210 $ | -102.232 $ | -24,1 % | 424.442 $ | +424.442 $ | ||||
| Vertiv Holdings Co | VRT | 393.594 $ | +393.594 $ | |||||||
| PRICE T ROWE GROUP INC | TROW | 386.748 $ | +386.748 $ | |||||||
| MSA Safety Inc | MSA | 380.275 $ | +380.275 $ | |||||||
| DELTA AIR LINES, INC. | DAL | 368.407 $ | +368.407 $ | |||||||
| NELNET INC | NNI | 364.480 $ | +364.480 $ | |||||||
| Avery Dennison Corp | AVY | 360.666 $ | +360.666 $ | |||||||
| GRACO INC | GGG | 352.839 $ | +352.839 $ | |||||||
| Trane Technologies plc | TT | 349.928 $ | +349.928 $ | |||||||
| Zoetis Inc. | ZTS | 318.978 $ | +318.978 $ | |||||||
| STRYKER CORP | SYK | 315.329 $ | +315.329 $ | |||||||
| Nebius Group N.V. | NBIS | 315.142 $ | +315.142 $ | |||||||
| Veralto Corp | VLTO | 298.615 $ | +298.615 $ | |||||||
| POOL CORP | POOL | 297.357 $ | +297.357 $ | |||||||
| LOEWS CORP | L | 291.934 $ | +291.934 $ | |||||||
| CSX CORP | CSX | 287.027 $ | +287.027 $ | |||||||
| ROYAL GOLD INC | RGLD | 286.829 $ | +286.829 $ | |||||||
| CENTRUS ENERGY CORP | LEU | 274.770 $ | +274.770 $ | |||||||
| Viking Holdings Ltd | VIK | 274.550 $ | +274.550 $ | |||||||
| PROCTER & GAMBLE Co | PG | 269.963 $ | +269.963 $ | |||||||
| Kraft Heinz Co | KHC | 259.930 $ | +259.930 $ | |||||||
| BERKSHIRE HATHAWAY INC | BRK-B | 255.895 $ | +255.895 $ | |||||||
| QUEST DIAGNOSTICS INC | DGX | 253.662 $ | +253.662 $ | |||||||
| NVR INC | NVR | 249.074 $ | +249.074 $ | |||||||
| TTM TECHNOLOGIES INC | TTMI | 249.002 $ | +249.002 $ | |||||||
| DOVER Corp | DOV | 242.404 $ | +242.404 $ | |||||||
| TEXTRON INC | TXT | 229.052 $ | +229.052 $ | |||||||
| JOHNSON & JOHNSON | JNJ | 224.358 $ | +224.358 $ | |||||||
| METLIFE INC | MET | 223.882 $ | +223.882 $ | |||||||
| WEYERHAEUSER CO | WY | 221.697 $ | +221.697 $ | |||||||
| EMERSON ELECTRIC CO | EMR | 221.432 $ | +221.432 $ | |||||||
| LKQ CORP | LKQ | 218.666 $ | +218.666 $ | |||||||
| ASML HOLDING NV | ASML | 217.182 $ | +217.182 $ | |||||||
| Bitfarms Ltd | BITF | 112.518 $ | +112.518 $ | |||||||
| Ferroglobe PLC | GSM | 68.427 $ | +68.427 $ | |||||||
| 620.115.407 $ | -30.097.056 $ | +99,3 % | 711.906.949 $ | +67.048.822 $ | +143,6 % | 654.181.288 $ | +128.887.876 $ | +83,0 % | ||