| 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 | ||||
| 235.479.386 $ | +132.167.792 $ | +171,7 % | 15 | 23.100.703 $ | +1.092.323 $ | +5,6 % | 2 | 37.903.908 $ | -1.724.064 $ | +10,0 % | 3 | 69.254.530 $ | +809.302 $ | +4,9 % | 5 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 25.327.676 $ | +16.388.758 $ | +183,3 % | 1 | ||||||||||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 21.314.555 $ | +13.257.742 $ | +164,6 % | 1 | ||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 20.756.443 $ | +14.949.987 $ | +257,5 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 13.941.980 $ | +2.847.965 $ | +25,7 % | 1 | 11.094.015 $ | -577.243 $ | -4,9 % | 1 | 11.671.258 $ | -8.550.552 $ | -42,3 % | 1 | 20.221.810 $ | -1.079.941 $ | -5,1 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 17.764.297 $ | +9.869.632 $ | +125,0 % | 1 | ||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 17.590.107 $ | +14.749.970 $ | +519,3 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 17.268.454 $ | +5.261.766 $ | +43,8 % | 1 | 12.006.688 $ | +1.669.566 $ | +16,2 % | 1 | ||||||||
| ISHARES INC | → 0 | 15.864.653 $ | +13.511.978 $ | +574,3 % | 1 | ||||||||||||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 14.501.689 $ | +4.984.670 $ | +52,4 % | 1 | ||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 13.653.002 $ | -94.049 $ | -0,7 % | 1 | ||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 13.381.146 $ | -1.622.467 $ | -10,8 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.205.940 $ | +4.306.049 $ | +48,4 % | 1 | ||||||||||||
| KLA CORP | KLAC | → 0 | Stark | 13.112.317 $ | +13.112.317 $ | 1 | |||||||||||||
| SPDR GOLD TRUST | GLD | → 0 | 13.026.710 $ | +2.520.439 $ | +24,0 % | 1 | 10.506.271 $ | +2.333.169 $ | +28,5 % | 1 | |||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 12.213.850 $ | +3.098.153 $ | +34,0 % | 1 | ||||||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 12.079.870 $ | +7.956.596 $ | +193,0 % | 1 | ||||||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 11.779.970 $ | +2.377.469 $ | +25,3 % | 1 | ||||||||||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 11.552.467 $ | +7.357.658 $ | +175,4 % | 1 | ||||||||||||
| HSBC HOLDINGS PLC | HSBC | → 0 | 11.492.301 $ | +1.272.590 $ | +12,5 % | 1 | |||||||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 10.411.058 $ | +2.443.131 $ | +30,7 % | 1 | ||||||||||||
| 235.479.386 $ | +132.167.792 $ | +171,7 % | 15 | 23.100.703 $ | +1.092.323 $ | +5,6 % | 2 | 37.903.908 $ | -1.724.064 $ | +10,0 % | 3 | 69.254.530 $ | +809.302 $ | +4,9 % | 5 | ||||