| 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 | ||||
| 10.900.760.750 $ | +7.002.990.239 $ | +499,3 % | 13 | 4.372.850.268 $ | +1.658.182.819 $ | +322,9 % | 7 | 2.749.915.387 $ | +2.066.885.803 $ | +159,5 % | 5 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 1.568.755.032 $ | +1.270.227.032 $ | +425,5 % | 1 | 298.528.000 $ | +298.528.000 $ | 1 | |||||
| CoreWeave, Inc. | CRWV | → 0 | Schwach | 696.642.700 $ | -514.519.572 $ | -42,5 % | 1 | 1.211.162.272 $ | +139.632.793 $ | +13,0 % | 1 | 1.071.529.479 $ | +1.071.529.479 $ | 1 | |
| Sandisk Corp | SNDK | → 0 | Stark | 1.113.127.751 $ | +862.881.755 $ | +344,8 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 1.072.873.230 $ | +1.072.873.230 $ | 1 | |||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 1.011.851.746 $ | +961.655.746 $ | +1.915,8 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 1.006.247.961 $ | +930.368.661 $ | +1.226,1 % | 1 | ||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 989.328.506 $ | +989.328.506 $ | 1 | |||||||||
| Bloom Energy Corp | BE | → 0 | Stark | 934.055.595 $ | +23.055.478 $ | +2,5 % | 1 | 911.000.117 $ | +854.779.467 $ | +1.520,4 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 897.535.383 $ | +822.127.083 $ | +1.090,2 % | 1 | ||||||||
| INTEL CORP | INTC | → 0 | Sehr stark | 746.760.097 $ | +67.795.327 $ | +10,0 % | 1 | 678.964.770 $ | +225.647.010 $ | +49,8 % | 1 | ||||
| ASML HOLDING NV | ASML | → 0 | Stark | 500.241.908 $ | +500.241.908 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 478.577.256 $ | +410.629.560 $ | +604,3 % | 1 | ||||||||
| Core Scientific, Inc./tx | CORZ | → 0 | Neutral | 389.086.756 $ | -29.607.564 $ | -7,1 % | 1 | 418.694.320 $ | +56.655.540 $ | +15,6 % | 1 | 362.038.780 $ | +225.580.551 $ | +165,3 % | 1 |
| IREN Ltd | IREN | → 0 | Neutral | 401.036.064 $ | +72.413.609 $ | +22,0 % | 1 | 328.622.455 $ | -10.231.903 $ | -3,0 % | 1 | 338.854.358 $ | +245.600.763 $ | +263,4 % | 1 |
| Applied Digital Corp. | APLD | → 0 | Neutral | 319.978.118 $ | +41.944.367 $ | +15,1 % | 1 | 278.033.751 $ | +138.922.035 $ | +99,9 % | 1 | ||||
| 10.900.760.750 $ | +7.002.990.239 $ | +499,3 % | 13 | 4.372.850.268 $ | +1.658.182.819 $ | +322,9 % | 7 | 2.749.915.387 $ | +2.066.885.803 $ | +159,5 % | 5 | ||||