| 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 | ||||
| 856.371.054 $ | +389.954.864 $ | +62,6 % | 5 | 1.615.044.819 $ | +271.178.095 $ | +269,0 % | 8 | 2.519.223.613 $ | +1.239.432.971 $ | +765,4 % | 12 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 253.640.000 $ | -183.024.369 $ | -41,9 % | 1 | 436.664.369 $ | +224.900.893 $ | +106,2 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 355.650.100 $ | +63.554.305 $ | +21,8 % | 1 | 292.095.795 $ | +221.689.704 $ | +314,9 % | 1 | ||||
| Bloom Energy Corp | BE | → 0 | Stark | 132.780.200 $ | +35.028.950 $ | +35,8 % | 1 | 289.229.400 $ | +283.990.920 $ | +5.421,2 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 264.900.344 $ | +90.229.424 $ | +51,7 % | 1 | 174.670.920 $ | +141.393.420 $ | +424,9 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 184.742.840 $ | -69.415.225 $ | -27,3 % | 1 | 254.158.065 $ | +229.287.565 $ | +921,9 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Stark | 252.653.000 $ | +63.779.525 $ | +33,8 % | 1 | 188.873.475 $ | +33.131.225 $ | +21,3 % | 1 | ||||
| Alibaba Group Holding Ltd | BABA | → 0 | Neutral | 202.125.757 $ | +202.125.757 $ | 1 | |||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 174.282.462 $ | +45.897.462 $ | +35,7 % | 1 | 128.385.000 $ | +118.342.500 $ | +1.178,4 % | 1 | ||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 170.435.320 $ | +170.435.320 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 165.006.855 $ | -104.074.980 $ | -38,7 % | 1 | ||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 150.736.250 $ | +40.281.050 $ | +36,5 % | 1 | 110.455.200 $ | +100.005.633 $ | +957,0 % | 1 | ||||
| ORACLE CORP | ORCL | → 0 | Stark | 149.215.257 $ | -1.639.443 $ | -1,1 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 149.079.140 $ | -114.492.799 $ | -43,4 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 148.985.120 $ | +83.376.100 $ | +127,1 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 135.422.928 $ | +135.422.928 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 114.566.709 $ | +96.266.889 $ | +526,1 % | 1 | ||||||||
| Sea Ltd | SE | → 0 | Neutral | 111.884.980 $ | -5.926.824 $ | -5,0 % | 1 | ||||||||
| 856.371.054 $ | +389.954.864 $ | +62,6 % | 5 | 1.615.044.819 $ | +271.178.095 $ | +269,0 % | 8 | 2.519.223.613 $ | +1.239.432.971 $ | +765,4 % | 12 | ||||