| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 136.877.410 $ | +87.380.564 $ | +62,2 % | 12 | 64.592.004 $ | -11.812.904 $ | -8,7 % | 6 | 92.968.225 $ | +23.612.671 $ | +14,0 % | 7 | ||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 11.349.079 $ | -7.657.227 $ | -40,3 % | 1 | 19.006.306 $ | +5.801.369 $ | +43,9 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 17.314.350 $ | +17.314.350 $ | 1 | |||||||||
| SITIME Corp | SITM | → 0 | Schwach | 10.750.975 $ | +3.698.928 $ | +52,5 % | 1 | 11.835.397 $ | -4.375.081 $ | -27,0 % | 1 | 16.210.478 $ | +1.748.738 $ | +12,1 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 13.941.840 $ | +13.941.840 $ | 1 | |||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 10.048.103 $ | -3.209.897 $ | -24,2 % | 1 | 13.258.000 $ | +13.258.000 $ | 1 | |||||
| Xometry, Inc. | XMTR | → 0 | Neutral | 13.126.720 $ | +4.342.036 $ | +49,4 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 12.262.755 $ | +2.154.669 $ | +21,3 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 12.205.396 $ | +108.101 $ | +0,9 % | 1 | ||||||||
| MongoDB, Inc. | MDB | → 0 | Stark | 10.970.697 $ | +2.515.946 $ | +29,8 % | 1 | ||||||||
| LIGHTPATH TECHNOLOGIES INC | LPTH | → 0 | Schwach | 10.791.000 $ | +6.779.000 $ | +169,0 % | 1 | ||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Neutral | 10.664.371 $ | +4.197.144 $ | +64,9 % | 1 | ||||||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 10.637.100 $ | +10.637.100 $ | 1 | |||||||||
| CHEMICAL & MINING CO OF CHILE INC | SQM | → 0 | 10.239.573 $ | +820.506 $ | +8,7 % | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 10.186.652 $ | +1.285.192 $ | +14,4 % | 1 | 10.149.155 $ | +92.849 $ | +0,9 % | 1 | 10.056.306 $ | +146.460 $ | +1,5 % | 1 |
| TIMKEN CO | TKR | → 0 | Schwach | 10.172.400 $ | +3.132.500 $ | +44,5 % | 1 | ||||||||
| IMPINJ INC | PI | → 0 | Schwach | 10.170.762 $ | +2.931.234 $ | +40,5 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.968.984 $ | +395.334 $ | +4,1 % | 1 | ||||||||
| Sea Ltd | SE | → 0 | Sehr schwach | 9.583.000 $ | +9.583.000 $ | 1 | |||||||||
| TEXAS INSTRUMENTS INC | TXN | → 0 | Schwach | 9.538.240 $ | +9.538.240 $ | 1 | |||||||||
| 136.877.410 $ | +87.380.564 $ | +62,2 % | 12 | 64.592.004 $ | -11.812.904 $ | -8,7 % | 6 | 92.968.225 $ | +23.612.671 $ | +14,0 % | 7 | ||||