| 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 | ||||
| 301.425.057 $ | +159.000.530 $ | -59,4 % | 4 | 1.377.283.958 $ | +1.096.327.441 $ | +628,6 % | 15 | 429.492.625 $ | +218.740.000 $ | +102,7 % | 6 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 162.791.300 $ | +154.987.790 $ | +1.986,1 % | 1 | ||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 154.585.264 $ | +118.109.496 $ | +323,8 % | 1 | ||||||||
| On Holding AG | ONON | → 0 | 57.817.670 $ | -84.606.857 $ | -59,4 % | 1 | 142.424.527 $ | +142.424.527 $ | 1 | ||||||
| MKS INC | MKSI | → 0 | Stark | 104.868.967 $ | +104.868.967 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 102.476.946 $ | +91.593.546 $ | +841,6 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 99.912.148 $ | +99.912.148 $ | 1 | |||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 95.707.117 $ | -3.133.614 $ | -3,2 % | 1 | 98.840.731 $ | +76.169.082 $ | +336,0 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 91.686.393 $ | +10.377.693 $ | +12,8 % | 1 | ||||||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 90.662.957 $ | +90.662.957 $ | 1 | |||||||||
| ALNYLAM PHARMACEUTICALS, INC. | ALNY | → 0 | Neutral | 86.966.055 $ | +86.966.055 $ | 1 | |||||||||
| BWX Technologies, Inc. | BWXT | → 0 | Neutral | 80.405.468 $ | +80.405.468 $ | 1 | |||||||||
| L3HARRIS TECHNOLOGIES, INC. /DE/ | LHX | → 0 | Stark | 79.410.685 $ | +79.410.685 $ | 1 | |||||||||
| Unity Software Inc. | U | → 0 | Neutral | 76.502.528 $ | +58.580.544 $ | +326,9 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 70.842.998 $ | -928.383 $ | -1,3 % | 1 | 71.771.381 $ | +71.771.381 $ | 1 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 63.439.200 $ | -43.333.076 $ | -40,6 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Schwach | 63.345.818 $ | +59.390.255 $ | +1.501,4 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 58.332.952 $ | +58.332.952 $ | 1 | |||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 55.131.084 $ | +55.131.084 $ | 1 | |||||||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Stark | 54.148.090 $ | +54.148.090 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 51.178.820 $ | +17.874.640 $ | +53,7 % | 1 | ||||||||
| ANALOG DEVICES INC | ADI | → 0 | Stark | 49.606.830 $ | +49.606.830 $ | 1 | |||||||||
| SITIME Corp | SITM | → 0 | Schwach | 45.345.711 $ | +45.345.711 $ | 1 | |||||||||
| 301.425.057 $ | +159.000.530 $ | -59,4 % | 4 | 1.377.283.958 $ | +1.096.327.441 $ | +628,6 % | 15 | 429.492.625 $ | +218.740.000 $ | +102,7 % | 6 | ||||