| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 144.957.933 $ | +54.353.042 $ | +55,3 % | 7 | 85.615.536 $ | +7.556.383 $ | +8,1 % | 6 | 78.059.153 $ | +7.487.793 $ | +10,2 % | 6 | 70.571.360 $ | +6.785.049 $ | +11,3 % | 6 | ||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 45.530.289 $ | +18.160.161 $ | +66,4 % | 1 | 27.370.128 $ | +6.041.657 $ | +28,3 % | 1 | 21.328.471 $ | +5.439.563 $ | +34,2 % | 1 | 15.888.908 $ | +120.990 $ | +0,8 % | 1 |
| PDF SOLUTIONS INC | PDFS | → 0 | Neutral | 32.975.610 $ | +17.507.607 $ | +113,2 % | 1 | 15.468.003 $ | +1.948.121 $ | +14,4 % | 1 | 13.519.882 $ | +1.674.105 $ | +14,1 % | 1 | 11.845.777 $ | +2.892.196 $ | +32,3 % | 1 |
| HARMONIC INC. | HLIT | → 0 | Neutral | 21.380.167 $ | +9.459.621 $ | +79,4 % | 1 | 11.920.546 $ | -932.874 $ | -7,3 % | 1 | 12.853.420 $ | +158.671 $ | +1,2 % | 1 | 12.694.749 $ | +2.076.057 $ | +19,6 % | 1 |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 14.301.695 $ | +3.004.862 $ | +26,6 % | 1 | 11.296.833 $ | +1.820.563 $ | +19,2 % | 1 | 9.476.270 $ | +1.726.401 $ | +22,3 % | 1 | 7.749.869 $ | +406.000 $ | +5,5 % | 1 |
| PTC INC. | PTC | → 0 | Stark | 8.221.501 $ | -2.118.428 $ | -20,5 % | 1 | 10.339.929 $ | -2.301.794 $ | -18,2 % | 1 | 12.641.723 $ | -1.522.170 $ | -10,7 % | 1 | 14.163.893 $ | +3.067.265 $ | +27,6 % | 1 |
| TEXAS INSTRUMENTS INC | TXN | → 0 | Schwach | 14.126.133 $ | +4.906.036 $ | +53,2 % | 1 | 9.220.097 $ | +980.710 $ | +11,9 % | 1 | 8.239.387 $ | +11.223 $ | +0,1 % | 1 | 8.228.164 $ | -1.777.459 $ | -17,8 % | 1 |
| 3D SYSTEMS CORP | DDD | → 0 | Stark | 8.422.538 $ | +3.433.183 $ | +68,8 % | 1 | ||||||||||||
| 144.957.933 $ | +54.353.042 $ | +55,3 % | 7 | 85.615.536 $ | +7.556.383 $ | +8,1 % | 6 | 78.059.153 $ | +7.487.793 $ | +10,2 % | 6 | 70.571.360 $ | +6.785.049 $ | +11,3 % | 6 | ||||