| 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 | ||||
| 833.712.001 $ | +569.751.305 $ | +575,2 % | 10 | 263.215.724 $ | +58.626.000 $ | +593,0 % | 5 | 259.308.207 $ | +89.377.443 $ | +270,6 % | 4 | 318.429.517 $ | +209.824.996 $ | +118,9 % | 6 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 216.243.696 $ | +161.279.508 $ | +293,4 % | 1 | 54.964.188 $ | +52.973.708 $ | +2.661,4 % | 1 | 44.212.166 $ | +2.301.777 $ | +5,5 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 42.845.880 $ | -71.020.576 $ | -62,4 % | 1 | 113.866.456 $ | +68.626.432 $ | +151,7 % | 1 | 45.240.024 $ | +22.173.057 $ | +96,1 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Stark | 99.393.701 $ | +66.763.529 $ | +204,6 % | 1 | ||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 91.778.098 $ | +53.305.502 $ | +138,6 % | 1 | 38.472.596 $ | -1.058.682 $ | -2,7 % | 1 | 39.531.278 $ | +35.788.948 $ | +956,3 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 88.279.957 $ | +67.974.671 $ | +334,8 % | 1 | ||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Neutral | 86.054.463 $ | +83.782.438 $ | +3.687,6 % | 1 | ||||||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 75.139.588 $ | +38.371.396 $ | +104,4 % | 1 | ||||||||||||
| INTEL CORP | INTC | → 0 | Neutral | 65.533.944 $ | +27.908.706 $ | +74,2 % | 1 | ||||||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 64.977.150 $ | +64.977.150 $ | 1 | |||||||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 51.438.827 $ | +15.662.563 $ | +43,8 % | 1 | 59.527.923 $ | -4.602.399 $ | -7,2 % | 1 | 64.130.322 $ | +37.604.943 $ | +141,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 46.382.550 $ | -10.435.538 $ | -18,4 % | 1 | 56.818.088 $ | +39.716.302 $ | +232,2 % | 1 | ||||||||
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 56.119.060 $ | +56.119.060 $ | 1 | |||||||||||||
| CHEVRON CORP | CVX | → 0 | Stark | 52.612.224 $ | +52.612.224 $ | 1 | |||||||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 43.051.767 $ | +43.051.767 $ | 1 | |||||||||||||
| CELESTICA INC | CLS | → 0 | Schwach | 39.398.400 $ | +13.946.379 $ | +54,8 % | 1 | ||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 38.653.103 $ | +9.756.879 $ | +33,8 % | 1 | ||||||||||||
| 833.712.001 $ | +569.751.305 $ | +575,2 % | 10 | 263.215.724 $ | +58.626.000 $ | +593,0 % | 5 | 259.308.207 $ | +89.377.443 $ | +270,6 % | 4 | 318.429.517 $ | +209.824.996 $ | +118,9 % | 6 | ||||