| 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 | ||||
| 1.319.398.302 $ | +879.373.740 $ | +130,1 % | 12 | 443.684.880 $ | +144.133.776 $ | +42,6 % | 9 | 224.225.954 $ | +224.225.954 $ | 4 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 313.042.294 $ | +234.241.114 $ | +297,3 % | 1 | 78.801.180 $ | +21.719.180 $ | +38,0 % | 1 | 57.082.000 $ | +57.082.000 $ | 1 | |
| INTEL CORP | INTC | → 0 | Sehr stark | 198.427.914 $ | +133.292.034 $ | +204,6 % | 1 | 65.135.880 $ | +26.390.880 $ | +68,1 % | 1 | 38.745.000 $ | +38.745.000 $ | 1 | |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 181.614.000 $ | +130.563.630 $ | +255,8 % | 1 | 51.050.370 $ | +51.050.370 $ | 1 | |||||
| QUALCOMM INC/DE | QCOM | → 0 | Schwach | 147.314.588 $ | +147.314.588 $ | 1 | |||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 93.674.700 $ | +57.111.314 $ | +156,2 % | 1 | 36.563.386 $ | +9.822.696 $ | +36,7 % | 1 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 54.653.774 $ | +10.864.114 $ | +24,8 % | 1 | 43.789.660 $ | -47.309.294 $ | -51,9 % | 1 | 91.098.954 $ | +91.098.954 $ | 1 | |
| TERADYNE, INC | TER | → 0 | Stark | 86.209.644 $ | +33.586.512 $ | +63,8 % | 1 | 52.623.132 $ | +30.170.172 $ | +134,4 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 75.550.001 $ | +75.550.001 $ | 1 | |||||||||
| ASML HOLDING NV | ASML | → 0 | Stark | 46.978.636 $ | +16.581.054 $ | +54,5 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 44.930.498 $ | +7.630.498 $ | +20,5 % | 1 | 37.300.000 $ | +37.300.000 $ | 1 | |||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Schwach | 42.974.140 $ | +15.048.205 $ | +53,9 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 40.883.128 $ | +27.029.925 $ | +195,1 % | 1 | ||||||||
| PTC INC. | PTC | → 0 | Stark | 38.075.483 $ | -1.808.751 $ | -4,5 % | 1 | 39.884.234 $ | +13.752.734 $ | +52,6 % | 1 | ||||
| Autodesk, Inc. | ADSK | → 0 | Stark | 30.906.540 $ | +30.906.540 $ | 1 | |||||||||
| 1.319.398.302 $ | +879.373.740 $ | +130,1 % | 12 | 443.684.880 $ | +144.133.776 $ | +42,6 % | 9 | 224.225.954 $ | +224.225.954 $ | 4 | |||||