| 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 | ||||
| 216.228.954 $ | +117.823.804 $ | +593,1 % | 6 | 186.479.924 $ | +76.901.794 $ | +72,5 % | 6 | 202.711.525 $ | +85.870.290 $ | +46,6 % | 6 | 224.560.735 $ | +113.748.215 $ | +208,0 % | 7 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 56.690.500 $ | +21.721.600 $ | +62,1 % | 1 | 34.968.900 $ | +21.675.620 $ | +163,1 % | 1 | ||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 54.024.630 $ | +52.397.190 $ | +3.219,6 % | 1 | ||||||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 43.190.070 $ | -3.195.730 $ | -6,9 % | 1 | 46.385.800 $ | +16.528.945 $ | +55,4 % | 1 | 29.856.855 $ | +8.631.805 $ | +40,7 % | 1 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 42.987.200 $ | +42.987.200 $ | 1 | |||||||||||||
| Hut 8 Corp. | HUT | → 0 | Neutral | 37.420.750 $ | +26.260.750 $ | +235,3 % | 1 | ||||||||||||
| Sezzle Inc. | SEZL | → 0 | Neutral | 36.900.450 $ | +17.913.450 $ | +94,3 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 36.050.860 $ | +25.762.240 $ | +250,4 % | 1 | ||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 34.889.050 $ | +213.850 $ | +0,6 % | 1 | ||||||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 33.306.825 $ | +4.858.455 $ | +17,1 % | 1 | 28.448.370 $ | +20.999.070 $ | +281,9 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 32.073.580 $ | +19.604.440 $ | +157,2 % | 1 | ||||||||||||
| Sunrun Inc. | RUN | → 0 | Stark | 27.232.000 $ | -2.593.250 $ | -8,7 % | 1 | 29.825.250 $ | +25.673.900 $ | +618,4 % | 1 | ||||||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 29.649.000 $ | +29.649.000 $ | 1 | |||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 29.487.200 $ | +15.494.140 $ | +110,7 % | 1 | ||||||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 28.069.600 $ | +6.206.600 $ | +28,4 % | 1 | ||||||||||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 24.396.386 $ | +6.052.186 $ | +33,0 % | 1 | ||||||||||||
| TERAWULF INC. | WULF | → 0 | Schwach | 23.686.320 $ | +8.566.320 $ | +56,7 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 23.312.500 $ | +8.594.800 $ | +58,4 % | 1 | ||||||||||||
| BrightSpring Health Services, Inc. | BTSG | → 0 | Neutral | 22.665.500 $ | +7.752.000 $ | +52,0 % | 1 | ||||||||||||
| EBAY INC | EBAY | → 0 | Neutral | 22.261.554 $ | +9.473.244 $ | +74,1 % | 1 | ||||||||||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 22.201.988 $ | +3.116.278 $ | +16,3 % | 1 | ||||||||||||
| 216.228.954 $ | +117.823.804 $ | +593,1 % | 6 | 186.479.924 $ | +76.901.794 $ | +72,5 % | 6 | 202.711.525 $ | +85.870.290 $ | +46,6 % | 6 | 224.560.735 $ | +113.748.215 $ | +208,0 % | 7 | ||||