| 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 | ||||
| 220.171.729 $ | +112.550.468 $ | +1.085,5 % | 11 | 70.883.956 $ | +13.715.388 $ | +1.065,8 % | 4 | 90.361.382 $ | +16.649.782 $ | +134,5 % | 5 | 93.389.320 $ | +29.317.169 $ | +1.399,1 % | 5 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 28.205.186 $ | +11.694.246 $ | +70,8 % | 1 | 16.510.940 $ | +3.006.923 $ | +22,3 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 22.436.157 $ | -111.148 $ | -0,5 % | 1 | 22.547.305 $ | -4.503.627 $ | -16,6 % | 1 | 27.050.932 $ | +1.676.027 $ | +6,6 % | 1 | 25.374.905 $ | +4.477.788 $ | +21,4 % | 1 |
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 25.567.072 $ | +11.890.677 $ | +86,9 % | 1 | ||||||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 21.129.772 $ | +20.853.399 $ | +7.545,4 % | 1 | ||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 20.711.435 $ | +19.987.426 $ | +2.760,7 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 18.675.731 $ | +10.245.340 $ | +121,5 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 18.325.418 $ | +6.384.944 $ | +53,5 % | 1 | ||||||||||||
| KLA CORP | KLAC | → 0 | Neutral | 17.890.198 $ | +9.516.603 $ | +113,7 % | 1 | ||||||||||||
| iSHARES TRUST | → 0 | 16.973.799 $ | +862.404 $ | +5,4 % | 1 | 16.111.395 $ | -141.691 $ | -0,9 % | 1 | 16.253.086 $ | -1.162.308 $ | -6,7 % | 1 | 17.415.394 $ | +2.350.953 $ | +15,6 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 15.679.682 $ | -1.254.037 $ | -7,4 % | 1 | 16.933.719 $ | +982.778 $ | +6,2 % | 1 | ||||||||
| VICOR CORP | VICR | → 0 | Neutral | 16.786.276 $ | +9.670.076 $ | +135,9 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 15.976.935 $ | +2.122.277 $ | +15,3 % | 1 | 15.676.314 $ | +3.787.125 $ | +31,9 % | 1 | ||||||||
| FLEX LTD. | FLEX | → 0 | Schwach | 15.819.168 $ | +15.819.168 $ | 1 | |||||||||||||
| ISHARES TR | → 0 | 15.714.316 $ | +15.353.783 $ | +4.258,6 % | 1 | 15.701.368 $ | +13.602.975 $ | +648,3 % | 1 | 15.339.884 $ | +15.120.706 $ | +6.898,8 % | 1 | ||||||
| 220.171.729 $ | +112.550.468 $ | +1.085,5 % | 11 | 70.883.956 $ | +13.715.388 $ | +1.065,8 % | 4 | 90.361.382 $ | +16.649.782 $ | +134,5 % | 5 | 93.389.320 $ | +29.317.169 $ | +1.399,1 % | 5 | ||||