| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 964.231.544 $ | +367.801.282 $ | +66,3 % | 12 | 416.957.113 $ | +67.589.200 $ | +21,3 % | 6 | 394.942.737 $ | +88.374.307 $ | +35,4 % | 7 | ||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 198.783.878 $ | +127.681.993 $ | +179,6 % | 1 | 71.101.885 $ | +22.144.982 $ | +45,2 % | 1 | 48.956.903 $ | +453.130 $ | +0,9 % | 1 |
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 187.090.173 $ | +83.542.184 $ | +80,7 % | 1 | 103.547.989 $ | +50.076.602 $ | +93,7 % | 1 | 53.471.387 $ | +27.895.494 $ | +109,1 % | 1 |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 95.932.136 $ | -1.249.443 $ | -1,3 % | 1 | 97.181.579 $ | +3.416.311 $ | +3,6 % | 1 | 93.765.268 $ | +23.529.457 $ | +33,5 % | 1 |
| DigitalOcean Holdings, Inc. | DOCN | → 0 | Neutral | 79.561.379 $ | +42.084.079 $ | +112,3 % | 1 | ||||||||
| SharkNinja, Inc. | SN | → 0 | Neutral | 63.536.823 $ | +4.642.734 $ | +7,9 % | 1 | 58.894.089 $ | +9.092.237 $ | +18,3 % | 1 | 49.801.852 $ | +1.835.258 $ | +3,8 % | 1 |
| NOVA LTD. | NVMI | → 0 | Neutral | 59.911.097 $ | +22.709.436 $ | +61,0 % | 1 | ||||||||
| DANA Inc | DAN | → 0 | Neutral | 54.226.975 $ | +35.302.135 $ | +186,5 % | 1 | ||||||||
| RAMBUS INC | RMBS | → 0 | Schwach | 45.278.965 $ | +2.816.596 $ | +6,6 % | 1 | 42.462.369 $ | -10.460.707 $ | -19,8 % | 1 | 52.923.076 $ | +20.543.040 $ | +63,4 % | 1 |
| AMBARELLA INC | AMBA | → 0 | Neutral | 43.769.202 $ | -6.680.225 $ | -13,2 % | 1 | 50.449.427 $ | +12.570.399 $ | +33,2 % | 1 | ||||
| BrightSpring Health Services, Inc. | BTSG | → 0 | Neutral | 49.383.712 $ | +15.379.112 $ | +45,2 % | 1 | ||||||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 47.941.804 $ | +17.289.535 $ | +56,4 % | 1 | ||||||||
| Encompass Health Corp | EHC | → 0 | Stark | 45.574.824 $ | +1.547.529 $ | +3,5 % | 1 | ||||||||
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 41.390.909 $ | +13.987.231 $ | +51,0 % | 1 | ||||||||
| SITIME Corp | SITM | → 0 | Schwach | 41.193.693 $ | +3.615.690 $ | +9,6 % | 1 | ||||||||
| 964.231.544 $ | +367.801.282 $ | +66,3 % | 12 | 416.957.113 $ | +67.589.200 $ | +21,3 % | 6 | 394.942.737 $ | +88.374.307 $ | +35,4 % | 7 | ||||