| 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 | ||||
| 1.288.040.360 $ | +166.968.030 $ | +13,4 % | 8 | 1.130.871.804 $ | +103.016.232 $ | +15,0 % | 8 | 1.065.699.822 $ | +173.891.082 $ | +12,8 % | 9 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 480.605.522 $ | +71.351.117 $ | +17,4 % | 1 | 409.254.405 $ | +48.867.911 $ | +13,6 % | 1 | 360.386.494 $ | +98.399.778 $ | +37,6 % | 1 |
| KLA CORP | KLAC | → 0 | Stark | 457.533.739 $ | +79.962.210 $ | +21,2 % | 1 | 377.571.529 $ | +22.846.954 $ | +6,4 % | 1 | 354.724.575 $ | +49.278.131 $ | +16,1 % | 1 |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 148.315.596 $ | +21.883.241 $ | +17,3 % | 1 | 126.432.355 $ | +11.887.998 $ | +10,4 % | 1 | 114.544.357 $ | +3.580.385 $ | +3,2 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 112.277.847 $ | -13.273.389 $ | -10,6 % | 1 | 125.551.236 $ | +5.873.085 $ | +4,9 % | 1 | 119.678.151 $ | +19.683.357 $ | +19,7 % | 1 |
| ASPEN AEROGELS INC | ASPN | → 0 | Schwach | 17.676.865 $ | +5.240.359 $ | +42,1 % | 1 | 30.585.894 $ | +4.570.306 $ | +17,6 % | 1 | ||||
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Stark | 29.111.454 $ | +3.220.739 $ | +12,4 % | 1 | 25.890.715 $ | +4.243.121 $ | +19,6 % | 1 | 21.647.594 $ | -571.189 $ | -2,6 % | 1 |
| EGAIN Corp | EGAN | → 0 | Stark | 21.080.841 $ | -6.412.423 $ | -23,3 % | 1 | 27.493.264 $ | +4.221.512 $ | +18,1 % | 1 | 23.271.752 $ | +6.572.733 $ | +39,4 % | 1 |
| PROGRESS SOFTWARE CORP /MA | PRGS | → 0 | Neutral | 21.849.800 $ | -493.349 $ | -2,2 % | 1 | 22.343.149 $ | -10.126.386 $ | -31,2 % | 1 | ||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 21.438.496 $ | +4.996.176 $ | +30,4 % | 1 | 18.517.856 $ | +2.503.967 $ | +15,6 % | 1 | ||||
| PINTEREST, INC. | PINS | → 0 | Stark | 16.828.500 $ | +5.569.000 $ | +49,5 % | 1 | ||||||||
| 1.288.040.360 $ | +166.968.030 $ | +13,4 % | 8 | 1.130.871.804 $ | +103.016.232 $ | +15,0 % | 8 | 1.065.699.822 $ | +173.891.082 $ | +12,8 % | 9 | ||||