| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 292.974.834 $ | -14.121.644 $ | +3,9 % | 317.596.412 $ | +317.596.412 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 198.415.814 $ | -18.827.637 $ | -8,7 % | 217.243.451 $ | +217.243.451 $ | |
| AMAZON COM INC | AMZN | 13.849.200 $ | -1.184.758 $ | -7,9 % | 15.033.958 $ | +15.033.958 $ | |
| MICROSOFT CORP | MSFT | 12.090.500 $ | +695.600 $ | +6,1 % | 11.394.900 $ | +11.394.900 $ | |
| ADVANCED MICRO DEVICES INC | AMD | 8.566.400 $ | -655.630 $ | -7,1 % | 9.222.030 $ | +9.222.030 $ | |
| NVIDIA CORP | NVDA | 9.007.950 $ | +3.024.329 $ | +50,5 % | 5.983.621 $ | +5.983.621 $ | |
| MORGAN STANLEY | MS | 6.588.842 $ | -692.842 $ | -9,5 % | 7.281.684 $ | +7.281.684 $ | |
| INTEL CORP | INTC | 5.904.000 $ | -403.400 $ | -6,4 % | 6.307.400 $ | +6.307.400 $ | |
| ALPHA PRO TECH LTD | APT | 5.027.076 $ | +1.892.587 $ | +60,4 % | 3.134.489 $ | +3.134.489 $ | |
| ORACLE CORP | ORCL | 2.923.650 $ | -1.857.430 $ | -38,8 % | 4.781.080 $ | +4.781.080 $ | |
| ON SEMICONDUCTOR CORP | ON | 4.769.600 $ | +1.246.305 $ | +35,4 % | 3.523.295 $ | +3.523.295 $ | |
| Palo Alto Networks Inc | PANW | 3.757.680 $ | +296.140 $ | +8,6 % | 3.461.540 $ | +3.461.540 $ | |
| CAMTEK LTD | CAMT | 2.658.625 $ | -1.018.125 $ | -27,7 % | 3.676.750 $ | +3.676.750 $ | |
| TWILIO INC | TWLO | 3.556.000 $ | +1.554.200 $ | +77,6 % | 2.001.800 $ | +2.001.800 $ | |
| NETFLIX INC | NFLX | 2.997.300 $ | +2.997.300 $ | ||||
| CIENA CORP | CIEN | 1.169.350 $ | -1.598.380 $ | -57,8 % | 2.767.730 $ | +2.767.730 $ | |
| ANALOG DEVICES INC | ADI | 2.495.040 $ | +603.150 $ | +31,9 % | 1.891.890 $ | +1.891.890 $ | |
| LATTICE SEMICONDUCTOR CORP | LSCC | 1.471.600 $ | -728.000 $ | -33,1 % | 2.199.600 $ | +2.199.600 $ | |
| Oddity Tech Ltd | ODD | 1.406.300 $ | -774.200 $ | -35,5 % | 2.180.500 $ | +2.180.500 $ | |
| JFrog Ltd | FROG | 2.017.458 $ | -112.392 $ | -5,3 % | 2.129.850 $ | +2.129.850 $ | |
| NOKIA CORP | NOK | 2.070.400 $ | +2.070.400 $ | ||||
| BOX INC | BOX | 1.959.293 $ | -57.617 $ | -2,9 % | 2.016.910 $ | +2.016.910 $ | |
| KLA CORP | KLAC | 1.986.656 $ | +1.986.656 $ | ||||
| AKAMAI TECHNOLOGIES INC | AKAM | 1.883.833 $ | +1.883.833 $ | ||||
| IREN Ltd | IREN | 1.407.900 $ | +1.407.900 $ | ||||
| TTM TECHNOLOGIES INC | TTMI | 1.283.400 $ | +419.400 $ | +48,5 % | 864.000 $ | +864.000 $ | |
| AeroVironment Inc | AVAV | 1.228.071 $ | +1.228.071 $ | ||||
| Hewlett Packard Enterprise Co | HPE | 1.228.000 $ | +1.228.000 $ | ||||
| CEVA INC | CEVA | 1.135.630 $ | +1.135.630 $ | ||||
| Shift4 Payments, Inc. | FOUR | 619.200 $ | +619.200 $ | ||||
| 292.974.834 $ | -14.121.644 $ | +3,9 % | 317.596.412 $ | +317.596.412 $ | |||