| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 691.996.982 $ | +294.103.491 $ | +126,2 % | 7 | 483.982.833 $ | +210.600.067 $ | +149,3 % | 5 | 660.808.552 $ | +142.230.880 $ | +59,9 % | 9 | 298.187.045 $ | +30.503.674 $ | +12,1 % | 4 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 150.816.792 $ | +39.986.479 $ | +36,1 % | 1 | 110.830.313 $ | +24.241.483 $ | +28,0 % | 1 | 86.588.830 $ | +24.876.987 $ | +40,3 % | 1 | ||||
| LUMENTUM HLDGS INC | → 0 | 84.112.403 $ | +43.031.636 $ | +104,7 % | 1 | 143.553.199 $ | +105.576.137 $ | +278,0 % | 1 | 85.335.117 $ | +61.425.961 $ | +256,9 % | 1 | ||||||
| ALPHABET INC | → 0 | 135.241.450 $ | +114.608.463 $ | +555,5 % | 1 | ||||||||||||||
| MKS INC | MKSI | → 0 | Neutral | 107.477.663 $ | +47.079.223 $ | +77,9 % | 1 | ||||||||||||
| ADVANCED ENERGY INDS | → 0 | 95.383.178 $ | +77.572.596 $ | +435,5 % | 1 | 73.283.271 $ | +51.229.811 $ | +232,3 % | 1 | ||||||||||
| Cable One, Inc. | CABO | → 0 | Neutral | 81.313.217 $ | -789.931 $ | -1,0 % | 1 | 82.103.148 $ | +9.909.147 $ | +13,7 % | 1 | ||||||||
| Liberty Media Corp | FWONA | → 0 | Stark | 70.134.609 $ | +5.397.598 $ | +8,3 % | 1 | 72.895.768 $ | -4.013.735 $ | -5,2 % | 1 | 76.909.503 $ | -228.794 $ | -0,3 % | 1 | ||||
| Lantheus Holdings, Inc. | LNTH | → 0 | Stark | 74.003.121 $ | +12.806.723 $ | +20,9 % | 1 | 65.100.817 $ | +6.422.556 $ | +10,9 % | 1 | ||||||||
| SEAGATE HDD CAYMAN | → 0 | 73.683.780 $ | +11.907.044 $ | +19,3 % | 1 | ||||||||||||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Schwach | 70.210.944 $ | +31.193.369 $ | +79,9 % | 1 | ||||||||||||
| Mirum Pharmaceuticals, Inc. | MIRM | → 0 | Neutral | 68.958.198 $ | +2.975.343 $ | +4,5 % | 1 | 65.982.855 $ | +2.896.666 $ | +4,6 % | 1 | ||||||||
| QXO, Inc. | QXO | → 0 | Schwach | 65.257.945 $ | +234.508 $ | +0,4 % | 1 | 65.023.437 $ | -467.177 $ | -0,7 % | 1 | 65.490.614 $ | +8.916.277 $ | +15,8 % | 1 | ||||
| Cutler Capital Management, LLC | → 0 | 65.285.240 $ | +649.742 $ | +1,0 % | 1 | ||||||||||||||
| 691.996.982 $ | +294.103.491 $ | +126,2 % | 7 | 483.982.833 $ | +210.600.067 $ | +149,3 % | 5 | 660.808.552 $ | +142.230.880 $ | +59,9 % | 9 | 298.187.045 $ | +30.503.674 $ | +12,1 % | 4 | ||||