| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 565.083.337 $ | +94.172.539 $ | +39,0 % | 519.543.500 $ | +163.286.139 $ | +45,8 % | 417.396.491 $ | +251.014.976 $ | +59,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 318.188.175 $ | +67.655.885 $ | +27,0 % | 250.532.290 $ | +65.281.674 $ | +35,2 % | 185.250.616 $ | +64.739.447 $ | +53,7 % |
| WESTERN DIGITAL CORP | WDC | 35.631.293 $ | -18.164.351 $ | -33,8 % | 53.795.644 $ | +24.936.154 $ | +86,4 % | 28.859.490 $ | +28.859.490 $ | |
| NVIDIA CORP | NVDA | 40.824.850 $ | +7.100.328 $ | +21,1 % | 33.724.522 $ | -11.207.834 $ | -24,9 % | 44.932.356 $ | +14.401.710 $ | +47,2 % |
| ASML HOLDING NV | ASML | 41.105.091 $ | -2.749.386 $ | -6,3 % | 43.854.477 $ | +28.348.935 $ | +182,8 % | |||
| JABIL INC | JBL | 39.025.449 $ | +15.514.269 $ | +66,0 % | 23.511.180 $ | +23.511.180 $ | ||||
| Sandisk Corp | SNDK | 27.825.600 $ | +13.558.490 $ | +95,0 % | 14.267.110 $ | +14.267.110 $ | ||||
| LAM RESEARCH CORP | LRCX | 27.239.042 $ | +11.899.342 $ | +77,6 % | ||||||
| MICROCHIP TECHNOLOGY INC | MCHP | 18.453.312 $ | +362.538 $ | +2,0 % | 18.090.774 $ | -7.882.793 $ | -30,3 % | 25.973.567 $ | +25.973.567 $ | |
| MICRON TECHNOLOGY INC | MU | 22.801.690 $ | +8.360.572 $ | +57,9 % | ||||||
| APPFOLIO INC | APPF | 20.393.898 $ | +20.393.898 $ | |||||||
| ON SEMICONDUCTOR CORP | ON | 18.622.185 $ | +13.844.046 $ | +289,7 % | 4.778.139 $ | +4.778.139 $ | ||||
| ANALOG DEVICES INC | ADI | 18.333.120 $ | +6.192.586 $ | +51,0 % | ||||||
| Vertiv Holdings Co | VRT | 18.323.331 $ | +5.922.639 $ | +47,8 % | 12.400.692 $ | +12.400.692 $ | ||||
| ADVANCED MICRO DEVICES INC | AMD | 18.219.960 $ | +18.219.960 $ | |||||||
| SYNOPSYS INC | SNPS | 11.010.237 $ | -6.062.007 $ | -35,5 % | 17.072.244 $ | +17.072.244 $ | ||||
| Hewlett Packard Enterprise Co | HPE | 14.649.549 $ | +14.649.549 $ | |||||||
| CELESTICA INC | CLS | 11.677.028 $ | +11.677.028 $ | |||||||
| CIENA CORP | CIEN | 10.900.213 $ | +819.849 $ | +8,1 % | 10.080.364 $ | -7.877.136 $ | -43,9 % | |||
| LATTICE SEMICONDUCTOR CORP | LSCC | 10.889.840 $ | +10.889.840 $ | |||||||
| KLA CORP | KLAC | 10.786.000 $ | +10.786.000 $ | |||||||
| 565.083.337 $ | +94.172.539 $ | +39,0 % | 519.543.500 $ | +163.286.139 $ | +45,8 % | 417.396.491 $ | +251.014.976 $ | +59,5 % | ||