| 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 | ||||
| 331.620.647 $ | +95.372.296 $ | +54,4 % | 8 | 191.350.249 $ | +31.038.239 $ | +24,4 % | 5 | 197.298.096 $ | -10.771.339 $ | -3,1 % | 6 | 211.036.005 $ | +39.098.191 $ | +34,7 % | 6 | ||||
| TERAWULF INC. | WULF | → 0 | Schwach | 54.966.096 $ | +18.868.167 $ | +52,3 % | 1 | 36.097.929 $ | +3.161.338 $ | +9,6 % | 1 | 32.936.591 $ | -10.296.251 $ | -23,8 % | 1 | 43.232.842 $ | +25.439.180 $ | +143,0 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 52.960.564 $ | +31.834.891 $ | +150,7 % | 1 | ||||||||||||
| Texas Pacific Land Corp | TPL | → 0 | Stark | 44.254.457 $ | -5.723.643 $ | -11,5 % | 1 | 49.978.100 $ | +20.030.484 $ | +66,9 % | 1 | 29.947.616 $ | -3.635.835 $ | -10,8 % | 1 | 33.583.451 $ | -6.057.498 $ | -15,3 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 42.740.309 $ | +5.578.212 $ | +15,0 % | 1 | 37.162.097 $ | -2.884.842 $ | -7,2 % | 1 | 40.046.939 $ | +553.942 $ | +1,4 % | 1 | 39.492.997 $ | +5.269.215 $ | +15,4 % | 1 |
| SharkNinja, Inc. | SN | → 0 | Neutral | 42.117.425 $ | +12.372.233 $ | +41,6 % | 1 | 29.745.192 $ | -4.454.357 $ | -13,0 % | 1 | 34.199.549 $ | +7.562.196 $ | +28,4 % | 1 | ||||
| Matador Resources Co | MTDR | → 0 | Stark | 38.366.931 $ | +15.185.616 $ | +65,5 % | 1 | ||||||||||||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 29.620.038 $ | -5.844.514 $ | -16,5 % | 1 | 35.464.552 $ | +1.267.956 $ | +3,7 % | 1 | ||||||||
| EAGLE MATERIALS INC | EXP | → 0 | Stark | 33.371.258 $ | +5.142.266 $ | +18,2 % | 1 | ||||||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 32.243.885 $ | +17.311.990 $ | +115,9 % | 1 | ||||||||||||
| CLEVELAND-CLIFFS INC. | CLF | → 0 | Neutral | 30.547.363 $ | +889.123 $ | +3,0 % | 1 | 29.658.240 $ | +9.564.020 $ | +47,6 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 29.603.923 $ | +3.615.318 $ | +13,9 % | 1 | ||||||||||||
| GEO GROUP INC | GEO | → 0 | Stark | 28.966.653 $ | +9.988.180 $ | +52,6 % | 1 | ||||||||||||
| 331.620.647 $ | +95.372.296 $ | +54,4 % | 8 | 191.350.249 $ | +31.038.239 $ | +24,4 % | 5 | 197.298.096 $ | -10.771.339 $ | -3,1 % | 6 | 211.036.005 $ | +39.098.191 $ | +34,7 % | 6 | ||||