| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 100.133.218 $ | +54.004.846 $ | +85,0 % | 94.106.686 $ | +94.106.686 $ | |||
| NVIDIA CORP | NVDA | 16.592.591 $ | +11.522.588 $ | +227,3 % | 5.070.003 $ | +5.070.003 $ | |
| MKS INC | MKSI | 16.322.945 $ | +9.366.691 $ | +134,7 % | 6.956.254 $ | +6.956.254 $ | |
| AMKOR TECHNOLOGY, INC. | AMKR | 10.217.503 $ | +10.217.503 $ | ||||
| SYNOPSYS INC | SNPS | 4.791.065 $ | -5.348.781 $ | -52,8 % | 10.139.846 $ | +10.139.846 $ | |
| Kanzhun Ltd | BZ | 10.101.738 $ | +496.440 $ | +5,2 % | 9.605.298 $ | +9.605.298 $ | |
| Broadcom Inc. | AVGO | 9.531.980 $ | +2.287.761 $ | +31,6 % | 7.244.219 $ | +7.244.219 $ | |
| Qnity Electronics, Inc. | Q | 8.805.225 $ | +8.805.225 $ | ||||
| TERADYNE, INC | TER | 8.514.511 $ | +8.514.511 $ | ||||
| Alphabet Inc. | GOOGL | 7.430.620 $ | +7.430.620 $ | ||||
| MICROSOFT CORP | MSFT | 7.429.854 $ | +7.429.854 $ | ||||
| Grab Holdings Ltd | GRAB | 5.582.214 $ | +5.582.214 $ | ||||
| Sandisk Corp | SNDK | 5.578.286 $ | +5.578.286 $ | ||||
| AMAZON COM INC | AMZN | 5.379.615 $ | +4.141.958 $ | +334,7 % | 1.237.657 $ | +1.237.657 $ | |
| CORNING INC /NY | GLW | 4.852.362 $ | +4.852.362 $ | ||||
| INTEL CORP | INTC | 4.415.075 $ | +972.305 $ | +28,2 % | 3.442.770 $ | +3.442.770 $ | |
| ENTEGRIS INC | ENTG | 4.284.654 $ | +4.284.654 $ | ||||
| CISCO SYSTEMS, INC. | CSCO | 3.572.574 $ | +3.572.574 $ | ||||
| Vertiv Holdings Co | VRT | 2.885.560 $ | +2.885.560 $ | ||||
| BANK OF AMERICA CORP /DE/ | BAC | 1.740.382 $ | -691.943 $ | -28,4 % | 2.432.325 $ | +2.432.325 $ | |
| COHERENT CORP. | COHR | 2.155.086 $ | +2.155.086 $ | ||||
| Snowflake Inc. | SNOW | 1.768.042 $ | +1.768.042 $ | ||||
| Bloom Energy Corp | BE | 1.556.461 $ | +1.556.461 $ | ||||
| Robinhood Markets, Inc. | HOOD | 1.305.966 $ | +1.305.966 $ | ||||
| Accenture plc | ACN | 1.270.937 $ | +1.270.937 $ | ||||
| Baidu, Inc. | BIDU | 1.224.284 $ | +1.224.284 $ | ||||
| MICRON TECHNOLOGY INC | MU | 802.002 $ | +802.002 $ | ||||
| 100.133.218 $ | +54.004.846 $ | +85,0 % | 94.106.686 $ | +94.106.686 $ | |||