| 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 | ||||
| 100.386.608 $ | +72.025.436 $ | +398,7 % | 12 | 50.202.694 $ | +36.227.481 $ | +284,7 % | 8 | 25.779.683 $ | +25.092.458 $ | +465,4 % | 5 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 14.528.157 $ | +12.438.252 $ | +595,2 % | 1 | ||||||||
| AXT INC | AXTI | → 0 | Schwach | 13.308.420 $ | +8.278.980 $ | +164,6 % | 1 | 5.029.440 $ | +5.029.440 $ | 1 | |||||
| INTEL CORP | INTC | → 0 | Sehr stark | 12.108.786 $ | +6.764.190 $ | +126,6 % | 1 | 5.344.596 $ | +4.270.996 $ | +397,8 % | 1 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 11.863.852 $ | +11.863.852 $ | 1 | |||||||||
| CENTENE CORP | CNC | → 0 | Stark | 9.074.809 $ | +884.679 $ | +10,8 % | 1 | 8.190.130 $ | +8.190.130 $ | 1 | |||||
| Sandisk Corp | SNDK | → 0 | Stark | 9.074.627 $ | +4.790.630 $ | +111,8 % | 1 | 4.283.997 $ | +4.283.997 $ | 1 | |||||
| MOLINA HEALTHCARE, INC. | MOH | → 0 | Neutral | 8.899.999 $ | +8.899.999 $ | 1 | |||||||||
| Elevance Health, Inc. | ELV | → 0 | Schwach | 8.076.321 $ | +5.554.046 $ | +220,2 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 8.040.939 $ | +7.578.972 $ | +1.640,6 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 6.964.838 $ | +3.913.197 $ | +128,2 % | 1 | ||||||||
| Viking Therapeutics, Inc. | VKTX | → 0 | Neutral | 5.850.759 $ | +1.408.377 $ | +31,7 % | 1 | 4.442.382 $ | +2.985.384 $ | +204,9 % | 1 | ||||
| iSHARES TRUST | → 0 | 5.652.600 $ | +5.652.600 $ | 1 | |||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 5.591.252 $ | +4.012.078 $ | +254,1 % | 1 | ||||||||
| Terns Pharmaceuticals, Inc. | TERN | → 0 | 5.051.150 $ | +4.318.940 $ | +589,8 % | 1 | |||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 4.595.867 $ | +4.595.867 $ | 1 | |||||||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 4.239.467 $ | +2.647.621 $ | +166,3 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 4.219.644 $ | +3.733.420 $ | +767,8 % | 1 | ||||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 4.165.354 $ | +4.165.354 $ | 1 | |||||||||
| REGENERON PHARMACEUTICALS, INC. | REGN | → 0 | Stark | 3.885.848 $ | +3.198.623 $ | +465,4 % | 1 | ||||||||
| CVS HEALTH Corp | CVS | → 0 | Neutral | 3.885.751 $ | +3.885.751 $ | 1 | |||||||||
| 100.386.608 $ | +72.025.436 $ | +398,7 % | 12 | 50.202.694 $ | +36.227.481 $ | +284,7 % | 8 | 25.779.683 $ | +25.092.458 $ | +465,4 % | 5 | ||||