| 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 | ||||
| 60.107.052 $ | +38.431.164 $ | +135,7 % | 20 | 13.673.602 $ | +4.855.107 $ | +66,5 % | 4 | 3.167.326 $ | +942.383 $ | +42,4 % | 1 | ||||
| Proficient Auto Logistics, Inc | PAL | → 0 | Neutral | 3.595.402 $ | +428.076 $ | +13,5 % | 1 | 3.167.326 $ | +942.383 $ | +42,4 % | 1 | ||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Neutral | 3.564.919 $ | +1.183.821 $ | +49,7 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 3.377.465 $ | -85.069 $ | -2,5 % | 1 | 3.462.534 $ | +1.955.514 $ | +129,8 % | 1 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 3.376.197 $ | +3.376.197 $ | 1 | |||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 3.111.750 $ | +3.111.750 $ | 1 | |||||||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Stark | 3.105.457 $ | -223.373 $ | -6,7 % | 1 | ||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 3.090.619 $ | +3.090.619 $ | 1 | |||||||||
| KLA CORP | KLAC | → 0 | Stark | 3.068.502 $ | +1.191.203 $ | +63,5 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 3.050.747 $ | +1.287.696 $ | +73,0 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 3.042.569 $ | +3.042.569 $ | 1 | |||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 3.010.203 $ | +2.725.022 $ | +955,5 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 3.003.632 $ | +3.003.632 $ | 1 | |||||||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 2.998.833 $ | +2.998.833 $ | 1 | |||||||||
| Fabrinet | FN | → 0 | Neutral | 2.985.702 $ | +2.985.702 $ | 1 | |||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 2.962.551 $ | +978.144 $ | +49,3 % | 1 | ||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 2.949.306 $ | +743.304 $ | +33,7 % | 1 | ||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Sehr stark | 2.921.421 $ | +501.226 $ | +20,7 % | 1 | ||||||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Stark | 2.904.626 $ | +1.692.866 $ | +139,7 % | 1 | ||||||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 2.904.458 $ | +2.904.458 $ | 1 | |||||||||
| TE Connectivity plc | TEL | → 0 | Stark | 2.845.389 $ | +756.074 $ | +36,2 % | 1 | ||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 2.831.840 $ | +2.831.840 $ | 1 | |||||||||
| ANALOG DEVICES INC | ADI | → 0 | Neutral | 2.822.856 $ | +1.282.169 $ | +83,2 % | 1 | ||||||||
| Qorvo, Inc. | QRVO | → 0 | Stark | 2.793.676 $ | +1.523.998 $ | +120,0 % | 1 | ||||||||
| 60.107.052 $ | +38.431.164 $ | +135,7 % | 20 | 13.673.602 $ | +4.855.107 $ | +66,5 % | 4 | 3.167.326 $ | +942.383 $ | +42,4 % | 1 | ||||