| 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 | ||||
| 4.258.320.950 $ | +1.661.249.580 $ | +75,5 % | 11 | 3.757.807.333 $ | +2.706.777.641 $ | +318,8 % | 10 | 783.816.644 $ | +333.697.997 $ | +30,7 % | 3 | 334.560.703 $ | +129.023.612 $ | +62,8 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 494.687.893 $ | -475.222.104 $ | -49,0 % | 1 | 969.909.997 $ | +786.198.106 $ | +428,0 % | 1 | 183.711.891 $ | +68.153.947 $ | +59,0 % | 1 | ||||
| COHERENT CORP. | COHR | → 0 | Sehr stark | 637.480.689 $ | +546.604.696 $ | +601,5 % | 1 | ||||||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 561.472.612 $ | +34.916.797 $ | +6,6 % | 1 | 526.555.815 $ | +476.539.849 $ | +952,8 % | 1 | ||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 544.950.940 $ | +353.072.768 $ | +184,0 % | 1 | 191.878.172 $ | +133.715.804 $ | +229,9 % | 1 | ||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 500.891.889 $ | +279.980.813 $ | +126,7 % | 1 | 220.911.076 $ | +150.029.206 $ | +211,7 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 495.536.697 $ | +230.776.219 $ | +87,2 % | 1 | 264.760.478 $ | +7.424.262 $ | +2,9 % | 1 | 257.336.216 $ | +257.336.216 $ | 1 | |||||
| STMicroelectronics N.V. | STM | → 0 | Neutral | 431.058.752 $ | +431.058.752 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 342.768.537 $ | +8.207.834 $ | +2,5 % | 1 | 334.560.703 $ | +129.023.612 $ | +62,8 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 319.429.233 $ | +155.422.818 $ | +94,8 % | 1 | ||||||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 268.950.428 $ | +182.960.729 $ | +212,8 % | 1 | ||||||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 268.809.954 $ | +268.809.954 $ | 1 | |||||||||||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Stark | 257.482.155 $ | +178.515.444 $ | +226,1 % | 1 | ||||||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 252.033.730 $ | +182.778.488 $ | +263,9 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 218.204.598 $ | +120.688.728 $ | +123,8 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 213.732.656 $ | +213.732.656 $ | 1 | |||||||||||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 209.545.726 $ | +48.012.179 $ | +29,7 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 167.844.793 $ | +62.011.057 $ | +58,6 % | 1 | ||||||||||||
| 4.258.320.950 $ | +1.661.249.580 $ | +75,5 % | 11 | 3.757.807.333 $ | +2.706.777.641 $ | +318,8 % | 10 | 783.816.644 $ | +333.697.997 $ | +30,7 % | 3 | 334.560.703 $ | +129.023.612 $ | +62,8 % | 1 | ||||