| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 161.040.705 $ | -28.393.621 $ | -6,8 % | 203.536.775 $ | +50.065.408 $ | +1,2 % | 146.423.250 $ | +20.537.291 $ | +12,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 87.464.931 $ | -26.999.552 $ | -23,6 % | 114.464.483 $ | +36.138.437 $ | +46,1 % | 78.326.046 $ | +13.582.738 $ | +21,0 % |
| SITIME Corp | SITM | 11.835.397 $ | -4.375.081 $ | -27,0 % | 16.210.478 $ | +1.748.738 $ | +12,1 % | 14.461.740 $ | +6.379.503 $ | +78,9 % |
| COPART INC | CPRT | 4.291.937 $ | -6.134.457 $ | -58,8 % | 10.426.394 $ | +99.851 $ | +1,0 % | |||
| AMAZON COM INC | AMZN | 10.149.155 $ | +92.849 $ | +0,9 % | 10.056.306 $ | +146.460 $ | +1,5 % | 9.909.846 $ | +4.169.702 $ | +72,6 % |
| MICROSOFT CORP | MSFT | 7.123.723 $ | -2.845.261 $ | -28,5 % | 9.968.984 $ | +395.334 $ | +4,1 % | 9.573.650 $ | +899.513 $ | +10,4 % |
| LAM RESEARCH CORP | LRCX | 5.634.512 $ | -4.231.870 $ | -42,9 % | 9.866.382 $ | +369.581 $ | +3,9 % | |||
| IMPINJ INC | PI | 7.072.114 $ | -2.448.531 $ | -25,7 % | 9.520.645 $ | +2.979.733 $ | +45,6 % | 6.540.912 $ | +1.199.589 $ | +22,5 % |
| NISA INVESTMENT ADVISORS, LLC | 7.884.660 $ | -1.555.340 $ | -16,5 % | 9.440.000 $ | +9.440.000 $ | |||||
| LATTICE SEMICONDUCTOR CORP | LSCC | 7.171.107 $ | -2.229.983 $ | -23,7 % | 9.401.090 $ | +3.163.193 $ | +50,7 % | 6.237.897 $ | -1.178.533 $ | -15,9 % |
| ALBEMARLE CORP | ALB | 8.784.838 $ | +2.703.838 $ | +44,5 % | 6.081.000 $ | +6.081.000 $ | ||||
| ALPHA PRO TECH LTD | APT | 7.627.810 $ | +7.627.810 $ | |||||||
| NVIDIA CORP | NVDA | 5.926.970 $ | +1.635.630 $ | +38,1 % | 4.291.340 $ | -3.837.160 $ | -47,2 % | |||
| ASPEN AEROGELS INC | ASPN | 4.176.000 $ | +4.176.000 $ | |||||||
| COGNEX CORP | CGNX | 1.080.383 $ | -4.984.653 $ | -82,2 % | ||||||
| 161.040.705 $ | -28.393.621 $ | -6,8 % | 203.536.775 $ | +50.065.408 $ | +1,2 % | 146.423.250 $ | +20.537.291 $ | +12,5 % | ||