| 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 | ||||
| 1.120.393.801 $ | +764.775.493 $ | +97,9 % | 37 | 524.080.072 $ | +137.751.754 $ | -5,2 % | 28 | 637.506.153 $ | +126.488.074 $ | +27,1 % | 26 | 621.171.518 $ | +29.573.605 $ | +9,5 % | 20 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | 99.807.657 $ | +11.323.797 $ | +12,8 % | 1 | 88.483.860 $ | +17.702.614 $ | +25,0 % | 1 | 70.781.246 $ | +1.224.091 $ | +1,8 % | 1 | 69.557.155 $ | +5.940.857 $ | +9,3 % | 1 | |
| PEGASYSTEMS INC | PEGA | → 0 | Sehr stark | 62.039.047 $ | -17.553.546 $ | -22,1 % | 1 | 79.592.593 $ | -32.595.350 $ | -29,1 % | 1 | ||||||||
| InterDigital, Inc. | IDCC | → 0 | Stark | 52.205.774 $ | +35.866.366 $ | +219,5 % | 1 | 16.339.408 $ | -690.738 $ | -4,1 % | 1 | 17.030.146 $ | -44.669.360 $ | -72,4 % | 1 | 61.699.506 $ | +8.653.190 $ | +16,3 % | 1 |
| FLEX LTD. | FLEX | → 0 | Neutral | 61.559.696 $ | +41.187.038 $ | +202,2 % | 1 | 20.372.658 $ | +1.444.704 $ | +7,6 % | 1 | 18.927.954 $ | -30.312.691 $ | -61,6 % | 1 | 49.240.645 $ | -15.751.002 $ | -24,2 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 61.431.813 $ | +61.431.813 $ | 1 | |||||||||||||
| Wix.com Ltd. | WIX | → 0 | 4.854.883 $ | -53.777.761 $ | -91,7 % | 1 | 58.632.644 $ | +21.830.626 $ | +59,3 % | 1 | |||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Neutral | 55.821.906 $ | +23.726.320 $ | +73,9 % | 1 | 32.095.586 $ | -3.520.165 $ | -9,9 % | 1 | 35.615.751 $ | -19.351.716 $ | -35,2 % | 1 | ||||
| CELESTICA INC | CLS | → 0 | Schwach | 51.058.867 $ | +35.990.395 $ | +238,8 % | 1 | 15.068.472 $ | -16.600.227 $ | -52,4 % | 1 | 31.668.699 $ | +31.668.699 $ | 1 | |||||
| COHERENT CORP. | COHR | → 0 | Neutral | 50.998.265 $ | +30.058.415 $ | +143,5 % | 1 | 20.939.850 $ | -10.052.776 $ | -32,4 % | 1 | 30.992.626 $ | +21.377.970 $ | +222,3 % | 1 | 9.614.656 $ | -30.123.047 $ | -75,8 % | 1 |
| Unity Software Inc. | U | → 0 | Schwach | 47.061.015 $ | +37.247.092 $ | +379,5 % | 1 | ||||||||||||
| Hinge Health, Inc. | HNGE | → 0 | Neutral | 46.581.592 $ | +30.495.054 $ | +189,6 % | 1 | 16.086.538 $ | +5.247.245 $ | +48,4 % | 1 | 10.839.293 $ | +10.839.293 $ | 1 | |||||
| EXTREME NETWORKS INC | EXTR | → 0 | Schwach | 46.097.955 $ | +26.296.995 $ | +132,8 % | 1 | 19.800.960 $ | -11.909.432 $ | -37,6 % | 1 | 31.710.392 $ | +31.710.392 $ | 1 | |||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Stark | 39.558.535 $ | -5.340.104 $ | -11,9 % | 1 | 44.898.639 $ | +8.499.436 $ | +23,4 % | 1 | 36.399.203 $ | +36.399.203 $ | 1 | |||||
| KULICKE & SOFFA INDUSTRIES INC | KLIC | → 0 | Neutral | 44.780.307 $ | +44.780.307 $ | 1 | |||||||||||||
| nCino, Inc. | NCNO | → 0 | Neutral | 29.125.040 $ | -13.678.830 $ | -32,0 % | 1 | 42.803.870 $ | +8.148.117 $ | +23,5 % | 1 | ||||||||
| TWILIO INC | TWLO | → 0 | Neutral | 41.544.958 $ | +41.544.958 $ | 1 | |||||||||||||
| JFrog Ltd | FROG | → 0 | Schwach | 40.889.523 $ | +31.377.041 $ | +329,9 % | 1 | ||||||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 39.881.547 $ | +39.881.547 $ | 1 | |||||||||||||
| RAMBUS INC | RMBS | → 0 | Neutral | 38.721.984 $ | +10.003.708 $ | +34,8 % | 1 | 28.718.276 $ | +28.718.276 $ | 1 | |||||||||
| Quantinuum Inc. | QNT | → 0 | 38.365.078 $ | +38.365.078 $ | 1 | ||||||||||||||
| UNIVERSAL TECHNICAL INSTITUTE INC | UTI | → 0 | Neutral | 38.070.133 $ | +38.070.133 $ | 1 | |||||||||||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 35.465.332 $ | +4.273.414 $ | +13,7 % | 1 | 31.191.918 $ | +31.191.918 $ | 1 | |||||||||
| FORMFACTOR INC | FORM | → 0 | Neutral | 35.260.424 $ | +35.260.424 $ | 1 | |||||||||||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 34.504.489 $ | +34.504.489 $ | 1 | |||||||||||||
| Clearwater Analytics Holdings, Inc. | CWAN | → 0 | 29.822.258 $ | +17.610.231 $ | +144,2 % | 1 | 12.212.027 $ | -2.421.445 $ | -16,5 % | 1 | |||||||||
| Guidewire Software, Inc. | GWRE | → 0 | Neutral | 13.932.952 $ | +4.531.162 $ | +48,2 % | 1 | 9.401.790 $ | -15.936.927 $ | -62,9 % | 1 | 25.338.717 $ | -3.636.745 $ | -12,6 % | 1 | 28.975.462 $ | -6.508.737 $ | -18,3 % | 1 |
| Ouster, Inc. | OUST | → 0 | Sehr schwach | 28.087.985 $ | +28.087.985 $ | 1 | |||||||||||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 5.194.383 $ | -22.694.374 $ | -81,4 % | 1 | 27.888.757 $ | +27.888.757 $ | 1 | |||||||||
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 26.907.332 $ | +26.907.332 $ | 1 | |||||||||||||
| PDF SOLUTIONS INC | PDFS | → 0 | Neutral | 26.176.443 $ | +26.176.443 $ | 1 | |||||||||||||
| NOKIA CORP | NOK | → 0 | Neutral | 25.323.659 $ | +25.323.659 $ | 1 | |||||||||||||
| Klaviyo, Inc. | KVYO | → 0 | Neutral | 23.693.457 $ | +23.693.457 $ | 1 | |||||||||||||
| ALLIENT INC | ALNT | → 0 | Neutral | 22.668.994 $ | +22.668.994 $ | 1 | |||||||||||||
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 22.479.186 $ | +22.479.186 $ | 1 | |||||||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Neutral | 21.578.608 $ | +8.973.587 $ | +71,2 % | 1 | 12.605.021 $ | -5.016.708 $ | -28,5 % | 1 | ||||||||
| AMBARELLA INC | AMBA | → 0 | Schwach | 5.916.536 $ | -15.412.892 $ | -72,3 % | 1 | 21.329.428 $ | +21.329.428 $ | 1 | |||||||||
| F5, INC. | FFIV | → 0 | Neutral | 21.321.278 $ | +6.798.069 $ | +46,8 % | 1 | 14.523.209 $ | +14.523.209 $ | 1 | |||||||||
| DOCUSIGN, INC. | DOCU | → 0 | Neutral | 10.726.009 $ | -9.712.587 $ | -47,5 % | 1 | 20.438.596 $ | -4.946.924 $ | -19,5 % | 1 | ||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Sehr schwach | 20.148.143 $ | +8.382.905 $ | +71,3 % | 1 | 11.765.238 $ | +11.765.238 $ | 1 | |||||||||
| DYCOM INDUSTRIES INC | DY | → 0 | Neutral | 19.957.154 $ | +19.957.154 $ | 1 | |||||||||||||
| Toast, Inc. | TOST | → 0 | Neutral | 19.406.036 $ | +19.406.036 $ | 1 | |||||||||||||
| Legence Corp. | LGN | → 0 | Stark | 19.063.042 $ | +4.650.538 $ | +32,3 % | 1 | 14.412.504 $ | +14.412.504 $ | 1 | |||||||||
| Cipher Digital Inc. | CIFR | → 0 | Sehr schwach | 16.364.310 $ | +16.364.310 $ | 1 | |||||||||||||
| Lionsgate Studios Corp. | LION | → 0 | Neutral | 16.082.313 $ | +6.099.756 $ | +61,1 % | 1 | 9.982.557 $ | +9.982.557 $ | 1 | |||||||||
| DIGITAL REALTY TRUST, INC. | DLR | → 0 | Neutral | 15.940.239 $ | +10.563.133 $ | +196,4 % | 1 | 5.377.106 $ | +5.377.106 $ | 1 | |||||||||
| ADTRAN Holdings, Inc. | ADTN | → 0 | Neutral | 15.347.298 $ | +15.347.298 $ | 1 | |||||||||||||
| Sphere Entertainment Co. | SPHR | → 0 | Neutral | 12.783.110 $ | +4.172.407 $ | +48,5 % | 1 | 8.610.703 $ | +8.610.703 $ | 1 | |||||||||
| Stride, Inc. | LRN | → 0 | Stark | 12.351.297 $ | +12.351.297 $ | 1 | |||||||||||||
| Global-E Online Ltd. | GLBE | → 0 | 12.266.636 $ | +12.266.636 $ | 1 | ||||||||||||||
| Amprius Technologies, Inc. | AMPX | → 0 | Neutral | 11.626.974 $ | +11.626.974 $ | 1 | |||||||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 4.264.062 $ | -884.467 $ | -17,2 % | 1 | 5.148.529 $ | -5.269.477 $ | -50,6 % | 1 | 10.418.006 $ | -8.395.244 $ | -44,6 % | 1 | ||||
| Applied Digital Corp. | APLD | → 0 | Neutral | 9.902.180 $ | +9.902.180 $ | 1 | |||||||||||||
| CCC Intelligent Solutions Holdings Inc. | CCC | → 0 | Neutral | 8.550.591 $ | -1.247.633 $ | -12,7 % | 1 | 9.798.224 $ | -343.892 $ | -3,4 % | 1 | ||||||||
| ENERGY FUELS INC | UUUU | → 0 | Neutral | 9.262.879 $ | +9.262.879 $ | 1 | |||||||||||||
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 7.904.563 $ | +7.904.563 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 5.175.836 $ | -646.528 $ | -11,1 % | 1 | 5.822.364 $ | +5.822.364 $ | 1 | |||||||||
| Cloudflare, Inc. | NET | → 0 | Neutral | 5.785.910 $ | +5.785.910 $ | 1 | |||||||||||||
| AppLovin Corp | APP | → 0 | Neutral | 5.763.040 $ | +5.763.040 $ | 1 | |||||||||||||
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 5.682.126 $ | +5.682.126 $ | 1 | |||||||||||||
| OSI SYSTEMS INC | OSIS | → 0 | Neutral | 5.117.440 $ | +5.117.440 $ | 1 | |||||||||||||
| EQUINIX INC | EQIX | → 0 | Neutral | 5.001.184 $ | +5.001.184 $ | 1 | |||||||||||||
| Babcock & Wilcox Enterprises, Inc. | BW | → 0 | Sehr schwach | 4.697.457 $ | +4.697.457 $ | 1 | |||||||||||||
| Snowflake Inc. | SNOW | → 0 | Schwach | 3.978.179 $ | +3.978.179 $ | 1 | |||||||||||||
| MAXLINEAR, INC | MXL | → 0 | Schwach | 3.505.077 $ | +3.505.077 $ | 1 | |||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 2.430.102 $ | +2.430.102 $ | 1 | |||||||||||||
| Backblaze, Inc. | BLZE | → 0 | Schwach | 2.128.684 $ | +2.128.684 $ | 1 | |||||||||||||
| 1.120.393.801 $ | +764.775.493 $ | +97,9 % | 37 | 524.080.072 $ | +137.751.754 $ | -5,2 % | 28 | 637.506.153 $ | +126.488.074 $ | +27,1 % | 26 | 621.171.518 $ | +29.573.605 $ | +9,5 % | 20 | ||||