| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 129.942.000 $ | +27.189.373 $ | +37,7 % | 46 | 112.135.397 $ | +112.135.397 $ | 42 | |||||
| STERIS plc | STE | → 0 | Neutral | 54.241.000 $ | -2.720.542 $ | -4,8 % | 1 | 56.961.542 $ | +56.961.542 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 7.552.000 $ | +3.483.400 $ | +85,6 % | 1 | 4.068.600 $ | +4.068.600 $ | 1 | |
| Nebius Group N.V. | NBIS | → 0 | Neutral | 7.180.000 $ | +3.029.600 $ | +73,0 % | 1 | 4.150.400 $ | +4.150.400 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 5.577.000 $ | -1.450.600 $ | -20,6 % | 1 | 7.027.600 $ | +7.027.600 $ | 1 | |
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 5.174.000 $ | +2.472.200 $ | +91,5 % | 1 | 2.701.800 $ | +2.701.800 $ | 1 | |
| COHERENT CORP. | COHR | → 0 | Neutral | 5.128.000 $ | +363.800 $ | +7,6 % | 1 | 4.764.200 $ | +4.764.200 $ | 1 | |
| SEMTECH CORP | SMTC | → 0 | Schwach | 4.673.000 $ | +3.006.409 $ | +180,4 % | 1 | 1.666.591 $ | +1.666.591 $ | 1 | |
| Ultra Clean Holdings, Inc. | UCTT | → 0 | Neutral | 3.850.000 $ | +2.171.140 $ | +129,3 % | 1 | 1.678.860 $ | +1.678.860 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 3.790.000 $ | +466.112 $ | +14,0 % | 1 | 3.323.888 $ | +3.323.888 $ | 1 | |
| ICHOR HOLDINGS, LTD. | ICHR | → 0 | Stark | 3.652.000 $ | +2.253.700 $ | +161,2 % | 1 | 1.398.300 $ | +1.398.300 $ | 1 | |
| SHOPIFY INC. | SHOP | → 0 | Neutral | 3.558.600 $ | +3.558.600 $ | 1 | |||||
| SharkNinja, Inc. | SN | → 0 | Schwach | 3.045.000 $ | +927.000 $ | +43,8 % | 1 | 2.118.000 $ | +2.118.000 $ | 1 | |
| Navitas Semiconductor Corp | NVTS | → 0 | Sehr schwach | 2.752.000 $ | +2.752.000 $ | 1 | |||||
| JFrog Ltd | FROG | → 0 | Schwach | 2.726.000 $ | +1.318.100 $ | +93,6 % | 1 | 1.407.900 $ | +1.407.900 $ | 1 | |
| CELESTICA INC | CLS | → 0 | Sehr schwach | 2.253.440 $ | +2.253.440 $ | 1 | |||||
| ENTEGRIS INC | ENTG | → 0 | Schwach | 1.799.000 $ | +1.799.000 $ | 1 | |||||
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 1.423.000 $ | +973.460 $ | +216,5 % | 1 | 449.540 $ | +449.540 $ | 1 | |
| IREN Ltd | IREN | → 0 | Neutral | 1.371.200 $ | +1.371.200 $ | 1 | |||||
| ZEBRA TECHNOLOGIES CORP | ZBRA | → 0 | Schwach | 1.316.000 $ | +1.316.000 $ | 1 | |||||
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 1.263.500 $ | +1.263.500 $ | 1 | |||||
| F5, INC. | FFIV | → 0 | Stark | 1.225.000 $ | +1.225.000 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.200.000 $ | -7.865 $ | -0,7 % | 1 | 1.207.865 $ | +1.207.865 $ | 1 | |
| ThredUp Inc. | TDUP | → 0 | Neutral | 1.100.000 $ | +573.380 $ | +108,9 % | 1 | 526.620 $ | +526.620 $ | 1 | |
| Toll Brothers, Inc. | TOL | → 0 | Neutral | 1.054.000 $ | +180.592 $ | +20,7 % | 1 | 873.408 $ | +873.408 $ | 1 | |
| CoreWeave, Inc. | CRWV | → 0 | Stark | 995.000 $ | +220.300 $ | +28,4 % | 1 | 774.700 $ | +774.700 $ | 1 | |
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 816.000 $ | +816.000 $ | 1 | |||||
| Anika Therapeutics, Inc. | ANIK | → 0 | Neutral | 785.000 $ | +6.901 $ | +0,9 % | 1 | 778.099 $ | +778.099 $ | 1 | |
| Bioventus Inc. | BVS | → 0 | Neutral | 709.000 $ | +23.008 $ | +3,4 % | 1 | 685.992 $ | +685.992 $ | 1 | |
| General Motors Co | GM | → 0 | Sehr stark | 694.000 $ | +23.500 $ | +3,5 % | 1 | 670.500 $ | +670.500 $ | 1 | |
| Lantheus Holdings, Inc. | LNTH | → 0 | Neutral | 635.000 $ | +11.361 $ | +1,8 % | 1 | 623.639 $ | +623.639 $ | 1 | |
| SoFi Technologies, Inc. | SOFI | → 0 | Neutral | 538.000 $ | +538.000 $ | 1 | |||||
| AST SpaceMobile, Inc. | ASTS | → 0 | Schwach | 533.000 $ | +35.780 $ | +7,2 % | 1 | 497.220 $ | +497.220 $ | 1 | |
| PULSE BIOSCIENCES, INC. | PLSE | → 0 | Sehr schwach | 527.000 $ | +116.790 $ | +28,5 % | 1 | 410.210 $ | +410.210 $ | 1 | |
| ARS Pharmaceuticals, Inc. | SPRY | → 0 | Sehr schwach | 525.000 $ | +255.931 $ | +95,1 % | 1 | 269.069 $ | +269.069 $ | 1 | |
| ServiceNow, Inc. | NOW | → 0 | Schwach | 522.750 $ | +522.750 $ | 1 | |||||
| ServiceTitan, Inc. | TTAN | → 0 | Neutral | 495.000 $ | +50.780 $ | +11,4 % | 1 | 444.220 $ | +444.220 $ | 1 | |
| ARTIVION, INC. | AORT | → 0 | Neutral | 303.000 $ | -191.370 $ | -38,7 % | 1 | 494.370 $ | +494.370 $ | 1 | |
| SPDR GOLD TRUST | GLD | → 0 | 419.000 $ | -70.240 $ | -14,4 % | 1 | 489.240 $ | +489.240 $ | 1 | ||
| 3M CO | MMM | → 0 | Stark | 476.000 $ | +48.879 $ | +11,4 % | 1 | 427.121 $ | +427.121 $ | 1 | |
| CHEVRON CORP | CVX | → 0 | Sehr stark | 361.000 $ | -89.214 $ | -19,8 % | 1 | 450.214 $ | +450.214 $ | 1 | |
| Everpure, Inc. | PSTG | → 0 | 413.280 $ | +413.280 $ | 1 | ||||||
| HORTON D R INC /DE/ | DHI | → 0 | Neutral | 407.000 $ | +64.224 $ | +18,7 % | 1 | 342.776 $ | +342.776 $ | 1 | |
| Cloudflare, Inc. | NET | → 0 | Neutral | 368.000 $ | +368.000 $ | 1 | |||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 355.000 $ | +355.000 $ | 1 | |||||
| AMERICAN EAGLE OUTFITTERS INC | AEO | → 0 | Neutral | 344.000 $ | +9.549 $ | +2,9 % | 1 | 334.451 $ | +334.451 $ | 1 | |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 294.000 $ | +11.427 $ | +4,0 % | 1 | 282.573 $ | +282.573 $ | 1 | |
| Birkenstock Holding plc | BIRK | → 0 | 288.000 $ | +47.939 $ | +20,0 % | 1 | 240.061 $ | +240.061 $ | 1 | ||
| Fastly, Inc. | FSLY | → 0 | Stark | 220.000 $ | +220.000 $ | 1 | |||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 201.000 $ | +201.000 $ | 1 | |||||
| Vanda Pharmaceuticals Inc. | VNDA | → 0 | Neutral | 134.000 $ | -17.191 $ | -11,4 % | 1 | 151.191 $ | +151.191 $ | 1 | |
| LEXICON PHARMACEUTICALS, INC. | LXRX | → 0 | Neutral | 48.000 $ | +16.800 $ | +53,8 % | 1 | 31.200 $ | +31.200 $ | 1 | |
| Jasper Therapeutics, Inc. | JSPR | → 0 | Schwach | 15.000 $ | -15.667 $ | -51,1 % | 1 | 30.667 $ | +30.667 $ | 1 | |
| 129.942.000 $ | +27.189.373 $ | +37,7 % | 46 | 112.135.397 $ | +112.135.397 $ | 42 | |||||