| 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 | ||||
| 286.075.693 $ | +128.680.434 $ | +101,6 % | 10 | 129.967.229 $ | +57.114.751 $ | +25,5 % | 7 | 71.373.636 $ | +20.969.091 $ | +51,6 % | 4 | 60.238.025 $ | +31.514.791 $ | +71,2 % | 4 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 40.218.420 $ | +21.371.738 $ | +113,4 % | 1 | 18.846.682 $ | -1.667.338 $ | -8,1 % | 1 | 20.514.020 $ | +4.581.246 $ | +28,8 % | 1 | 15.932.774 $ | +4.382.660 $ | +37,9 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 35.782.990 $ | +20.580.190 $ | +135,4 % | 1 | 15.202.800 $ | +2.359.350 $ | +18,4 % | 1 | 13.720.240 $ | +3.613.740 $ | +35,8 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 35.319.328 $ | +22.950.784 $ | +185,6 % | 1 | 22.443.968 $ | +5.488.376 $ | +32,4 % | 1 | 16.955.592 $ | +9.888.972 $ | +139,9 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 34.257.350 $ | +22.866.600 $ | +200,7 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 31.614.220 $ | +18.185.420 $ | +135,4 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 28.536.030 $ | +218.025 $ | +0,8 % | 1 | 28.318.005 $ | +28.318.005 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 26.217.400 $ | +6.848.290 $ | +35,4 % | 1 | 19.369.110 $ | +8.289.750 $ | +74,8 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 20.833.920 $ | +6.875.470 $ | +49,3 % | 1 | 13.958.450 $ | +13.958.450 $ | 1 | |||||||||
| Paymentus Holdings, Inc. | PAY | → 0 | Schwach | 17.720.635 $ | -909.503 $ | -4,9 % | 1 | 18.630.138 $ | +5.049.092 $ | +37,2 % | 1 | 13.581.046 $ | +7.154.312 $ | +111,3 % | 1 | ||||
| PAN AMERICAN SILVER CORP | PAAS | → 0 | Neutral | 15.642.044 $ | +807.442 $ | +5,4 % | 1 | 14.834.602 $ | +3.745.157 $ | +33,8 % | 1 | ||||||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 15.575.400 $ | +9.693.420 $ | +164,8 % | 1 | ||||||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 13.629.419 $ | +13.629.419 $ | 1 | |||||||||||||
| 286.075.693 $ | +128.680.434 $ | +101,6 % | 10 | 129.967.229 $ | +57.114.751 $ | +25,5 % | 7 | 71.373.636 $ | +20.969.091 $ | +51,6 % | 4 | 60.238.025 $ | +31.514.791 $ | +71,2 % | 4 | ||||