| 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 | ||||
| 1.089.344.384 $ | +507.945.069 $ | +101,2 % | 7 | 581.399.315 $ | +102.552.956 $ | +13,1 % | 6 | 698.370.148 $ | -3.247.287 $ | +6,2 % | 9 | 749.063.524 $ | +357.245.988 $ | +86,1 % | 8 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 316.278.261 $ | +40.607.669 $ | +14,7 % | 1 | 275.670.592 $ | +34.324.672 $ | +14,2 % | 1 | 241.345.920 $ | -16.261.354 $ | -6,3 % | 1 | 257.607.274 $ | +102.669.641 $ | +66,3 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 207.238.339 $ | +105.056.299 $ | +102,8 % | 1 | 102.182.040 $ | +20.315.890 $ | +24,8 % | 1 | 81.866.150 $ | +17.829.011 $ | +27,8 % | 1 | 64.037.139 $ | +31.326.908 $ | +95,8 % | 1 |
| Sandisk Corp | SNDK | → 0 | Sehr stark | 191.768.662 $ | +148.176.714 $ | +339,9 % | 1 | 43.591.948 $ | +43.591.948 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 47.407.818 $ | -103.371.053 $ | -68,6 % | 1 | 150.778.871 $ | +109.741.054 $ | +267,4 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 134.312.030 $ | +134.312.030 $ | 1 | |||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 113.213.029 $ | +41.490.676 $ | +57,8 % | 1 | 71.722.353 $ | -6.345.168 $ | -8,1 % | 1 | 78.067.521 $ | -31.185.752 $ | -28,5 % | 1 | 109.253.273 $ | +31.657.089 $ | +40,8 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 97.549.841 $ | +48.668.509 $ | +99,6 % | 1 | 48.881.332 $ | +7.615.170 $ | +18,5 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 96.600.949 $ | +28.241.775 $ | +41,3 % | 1 | 68.359.174 $ | +6.889.520 $ | +11,2 % | 1 | 61.469.654 $ | +4.975.990 $ | +8,8 % | 1 | 56.493.664 $ | +12.224.155 $ | +27,6 % | 1 |
| D-Wave Quantum Inc. | QBTS | → 0 | Schwach | 50.650.510 $ | +50.650.510 $ | 1 | |||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 47.446.089 $ | +47.446.089 $ | 1 | |||||||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 29.933.114 $ | +10.059.906 $ | +50,6 % | 1 | 19.873.208 $ | +3.776.094 $ | +23,5 % | 1 | 16.097.114 $ | +1.531.232 $ | +10,5 % | 1 | 14.565.882 $ | +14.565.882 $ | 1 | |
| IonQ, Inc. | IONQ | → 0 | Schwach | 23.915.620 $ | +23.915.620 $ | 1 | |||||||||||||
| 1.089.344.384 $ | +507.945.069 $ | +101,2 % | 7 | 581.399.315 $ | +102.552.956 $ | +13,1 % | 6 | 698.370.148 $ | -3.247.287 $ | +6,2 % | 9 | 749.063.524 $ | +357.245.988 $ | +86,1 % | 8 | ||||