| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 132.140.364 $ | +24.115.735 $ | +16,3 % | 109.620.987 $ | +17.197.655 $ | +10,2 % | 107.675.058 $ | +39.079.328 $ | +72,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 79.628.221 $ | +26.745.061 $ | +50,6 % | 52.883.160 $ | +1.994.897 $ | +3,9 % | 50.888.263 $ | +9.398.806 $ | +22,7 % |
| AMAZON COM INC | AMZN | 1.928.501 $ | -6.847.492 $ | -78,0 % | 8.775.993 $ | -1.831.075 $ | -17,3 % | 10.607.068 $ | +4.730.317 $ | +80,5 % |
| MICROSOFT CORP | MSFT | 10.319.000 $ | +3.614.137 $ | +53,9 % | 6.704.863 $ | -291.706 $ | -4,2 % | 6.996.569 $ | +5.489.754 $ | +364,3 % |
| Mastercard Inc | MA | 5.947.428 $ | -2.312.528 $ | -28,0 % | 8.259.956 $ | +4.356.245 $ | +111,6 % | |||
| FAIR ISAAC CORP | FICO | 3.568.899 $ | -3.503.702 $ | -49,5 % | 7.072.601 $ | +2.447.862 $ | +52,9 % | 4.624.739 $ | +4.624.739 $ | |
| COCA COLA CO | KO | 5.390.158 $ | +1.964.797 $ | +57,4 % | 3.425.361 $ | -479.361 $ | -12,3 % | |||
| TOWER SEMICONDUCTOR LTD | TSEM | 3.135.819 $ | -2.187.992 $ | -41,1 % | 5.323.811 $ | +5.323.811 $ | ||||
| INSULET CORP | PODD | 5.190.222 $ | +3.970.889 $ | +325,7 % | 1.219.333 $ | -1.809.873 $ | -59,7 % | |||
| ADVANCED MICRO DEVICES INC | AMD | 5.013.387 $ | +3.276.105 $ | +188,6 % | 1.737.282 $ | +1.737.282 $ | ||||
| ANALOG DEVICES INC | ADI | 4.583.551 $ | +2.200.261 $ | +92,3 % | 2.383.290 $ | -2.520.160 $ | -51,4 % | 4.903.450 $ | +2.023.401 $ | +70,3 % |
| EQUIFAX INC | EFX | 4.883.818 $ | +4.883.818 $ | |||||||
| LAM RESEARCH CORP | LRCX | 1.904.206 $ | -1.952.917 $ | -50,6 % | 3.857.123 $ | -958.384 $ | -19,9 % | 4.815.507 $ | +1.243.320 $ | +34,8 % |
| VERIZON COMMUNICATIONS INC | VZ | 4.603.427 $ | +4.603.427 $ | |||||||
| JFrog Ltd | FROG | 894.240 $ | -2.518.132 $ | -73,8 % | 3.412.372 $ | +979.540 $ | +40,3 % | |||
| NVIDIA CORP | NVDA | 3.100.563 $ | +1.117.591 $ | +56,4 % | 1.982.972 $ | -883.125 $ | -30,8 % | 2.866.097 $ | +2.866.097 $ | |
| SEMTECH CORP | SMTC | 1.216.990 $ | -1.880.010 $ | -60,7 % | 3.097.000 $ | +3.097.000 $ | ||||
| DOLLAR GENERAL CORP | DG | 2.558.452 $ | +2.558.452 $ | |||||||
| nVent Electric plc | NVT | 2.170.941 $ | +2.170.941 $ | |||||||
| SYNOPSYS INC | SNPS | 1.406.811 $ | -497.181 $ | -26,1 % | 1.903.992 $ | +1.903.992 $ | ||||
| Sandisk Corp | SNDK | 1.799.578 $ | +651.415 $ | +56,7 % | ||||||
| AMBARELLA INC | AMBA | 1.360.609 $ | +1.360.609 $ | |||||||
| Rocket Lab Corp | RKLB | 741.967 $ | +741.967 $ | |||||||
| INTEL CORP | INTC | 348.819 $ | -1.210.177 $ | -77,6 % | ||||||
| 132.140.364 $ | +24.115.735 $ | +16,3 % | 109.620.987 $ | +17.197.655 $ | +10,2 % | 107.675.058 $ | +39.079.328 $ | +72,5 % | ||