| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 184.949.223 $ | +16.769.300 $ | +236,3 % | 11 | 247.984.354 $ | +164.791.339 $ | +8.894,9 % | 10 | 77.733.620 $ | +77.733.620 $ | 4 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 19.732.676 $ | -37.186.252 $ | -65,3 % | 1 | 56.918.928 $ | +33.350.923 $ | +141,5 % | 1 | 23.568.005 $ | +23.568.005 $ | 1 | |
| PDD Holdings Inc. | PDD | → 0 | Neutral | 37.976.761 $ | -12.894.574 $ | -25,3 % | 1 | 50.871.335 $ | +16.575.395 $ | +48,3 % | 1 | 34.295.940 $ | +34.295.940 $ | 1 | |
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 42.334.657 $ | +42.265.666 $ | +61.262,6 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 21.032.183 $ | -11.640.823 $ | -35,6 % | 1 | 32.673.006 $ | +18.244.309 $ | +126,4 % | 1 | 14.428.697 $ | +14.428.697 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 21.708.607 $ | +19.576.661 $ | +918,3 % | 1 | ||||||||
| Yuanbao Inc. | YB | → 0 | Stark | 18.510.397 $ | +9.093.512 $ | +96,6 % | 1 | 9.416.885 $ | +8.066.232 $ | +597,2 % | 1 | ||||
| PETROBRAS - PETROLEO BRASILEIRO SA | PBR | → 0 | Stark | 17.686.014 $ | +17.686.014 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 17.098.450 $ | +14.372.841 $ | +527,3 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 15.444.400 $ | +12.636.950 $ | +450,1 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 13.457.854 $ | +13.457.854 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 13.213.695 $ | +2.578.931 $ | +24,3 % | 1 | 10.634.764 $ | +10.634.764 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.099.199 $ | +3.658.221 $ | +67,2 % | 1 | 5.440.978 $ | +5.440.978 $ | 1 | |||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 7.038.745 $ | +7.038.745 $ | 1 | |||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 6.840.691 $ | +6.840.691 $ | 1 | |||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 6.352.618 $ | +6.352.618 $ | 1 | |||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 4.891.712 $ | +851.961 $ | +21,1 % | 1 | ||||||||
| 184.949.223 $ | +16.769.300 $ | +236,3 % | 11 | 247.984.354 $ | +164.791.339 $ | +8.894,9 % | 10 | 77.733.620 $ | +77.733.620 $ | 4 | |||||