| 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 | ||||
| 667.937.432 $ | +391.938.261 $ | +16,7 % | 8 | 546.982.186 $ | +220.928.219 $ | +2,8 % | 7 | 833.961.073 $ | +686.333.465 $ | +153,9 % | 10 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 149.621.674 $ | +149.621.674 $ | 1 | |||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 145.870.384 $ | +145.870.384 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 137.516.780 $ | +137.516.780 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 110.064.885 $ | -13.138.681 $ | -10,7 % | 1 | 123.203.566 $ | +46.593.389 $ | +60,8 % | 1 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 122.464.962 $ | +58.731.043 $ | +92,2 % | 1 | 63.733.919 $ | -7.792.459 $ | -10,9 % | 1 | 71.526.378 $ | +71.526.378 $ | 1 | |
| CIENA CORP | CIEN | → 0 | Neutral | 121.688.752 $ | +4.380.028 $ | +3,7 % | 1 | 117.308.724 $ | +41.023.093 $ | +53,8 % | 1 | 76.285.631 $ | +76.285.631 $ | 1 | |
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 115.664.780 $ | +115.664.780 $ | 1 | |||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 96.212.346 $ | +96.212.346 $ | 1 | |||||||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 51.388.877 $ | -43.567.651 $ | -45,9 % | 1 | 94.956.528 $ | +94.956.528 $ | 1 | |||||
| JFrog Ltd | FROG | → 0 | Neutral | 86.556.756 $ | +86.556.756 $ | 1 | |||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 43.362.540 $ | -11.675.852 $ | -21,2 % | 1 | 55.038.392 $ | +19.533.896 $ | +55,0 % | 1 | ||||
| CENTRUS ENERGY CORP | LEU | → 0 | Schwach | 50.231.340 $ | +21.050.766 $ | +72,1 % | 1 | ||||||||
| SOLAREDGE TECHNOLOGIES, INC. | SEDG | → 0 | Neutral | 47.793.776 $ | +47.793.776 $ | 1 | |||||||||
| Venture Global, Inc. | VG | → 0 | Neutral | 41.467.696 $ | +41.467.696 $ | 1 | |||||||||
| Sharplink, Inc. | SBET | → 0 | Schwach | 33.399.084 $ | +27.066.723 $ | +427,4 % | 1 | ||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 32.572.278 $ | +32.572.278 $ | 1 | |||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 30.998.834 $ | +30.998.834 $ | 1 | |||||||||
| STAAR SURGICAL CO | STAA | → 0 | Sehr schwach | 29.951.809 $ | +29.951.809 $ | 1 | |||||||||
| 667.937.432 $ | +391.938.261 $ | +16,7 % | 8 | 546.982.186 $ | +220.928.219 $ | +2,8 % | 7 | 833.961.073 $ | +686.333.465 $ | +153,9 % | 10 | ||||