| 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 | ||||
| 773.886.422 $ | +220.339.687 $ | +23,7 % | 9 | 577.894.330 $ | +336.215.434 $ | +300,0 % | 12 | 153.134.143 $ | +6.556.726 $ | +5,0 % | 4 | ||||
| iSHARES TRUST | → 0 | 347.200.000 $ | +216.862.840 $ | +166,4 % | 1 | ||||||||||
| Core Scientific, Inc./tx | CORZ | → 0 | Schwach | 121.764.167 $ | +53.485.877 $ | +78,3 % | 1 | 68.278.290 $ | +45.793.801 $ | +203,7 % | 1 | ||||
| EchoStar CORP | SATS | → 0 | Schwach | 40.477.655 $ | -55.557.491 $ | -57,9 % | 1 | 96.035.146 $ | +65.052.076 $ | +210,0 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 52.261.402 $ | +15.096.055 $ | +40,6 % | 1 | 37.165.347 $ | +20.699.102 $ | +125,7 % | 1 | ||||
| ROGERS CORP | ROG | → 0 | Neutral | 50.275.841 $ | +6.977.791 $ | +16,1 % | 1 | 43.298.050 $ | +15.442.396 $ | +55,4 % | 1 | ||||
| Talen Energy Corp | TLN | → 0 | Schwach | 36.135.559 $ | -14.028.154 $ | -28,0 % | 1 | 50.163.713 $ | +38.657.609 $ | +336,0 % | 1 | ||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 49.938.906 $ | +14.525.132 $ | +41,0 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 39.638.092 $ | -8.573.365 $ | -17,8 % | 1 | 48.211.457 $ | +13.874.716 $ | +40,4 % | 1 | 34.336.741 $ | -1.206.834 $ | -3,4 % | 1 |
| Vistra Corp. | VST | → 0 | Neutral | 43.138.546 $ | +3.863.564 $ | +9,8 % | 1 | 39.274.982 $ | +19.327.387 $ | +96,9 % | 1 | ||||
| Primo Brands Corp | PRMB | → 0 | Stark | 42.995.160 $ | +2.212.570 $ | +5,4 % | 1 | 40.782.590 $ | +38.927.560 $ | +2.098,5 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 39.805.601 $ | +19.171.949 $ | +92,9 % | 1 | ||||||||
| GOLAR LNG LTD | GLNG | → 0 | Sehr stark | 39.708.763 $ | +23.891.925 $ | +151,1 % | 1 | ||||||||
| NOVANTA INC | NOVT | → 0 | Schwach | 38.358.687 $ | +14.886.331 $ | +63,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.811.704 $ | +20.490.582 $ | +125,5 % | 1 | ||||||||
| NCR Voyix Corp | VYX | → 0 | Sehr schwach | 34.727.205 $ | -3.972.188 $ | -10,3 % | 1 | ||||||||
| FLOWSERVE CORP | FLS | → 0 | Stark | 34.131.291 $ | -2.789.384 $ | -7,6 % | 1 | ||||||||
| 773.886.422 $ | +220.339.687 $ | +23,7 % | 9 | 577.894.330 $ | +336.215.434 $ | +300,0 % | 12 | 153.134.143 $ | +6.556.726 $ | +5,0 % | 4 | ||||