| 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 | ||||
| 47.406.712 $ | -14.547.342 $ | +20,4 % | 16 | 59.334.819 $ | +41.911.012 $ | +172,7 % | 10 | 92.903.070 $ | +57.055.191 $ | +225,4 % | 16 | 46.282.324 $ | +44.053.456 $ | +439,8 % | 17 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 13.732.480 $ | +13.732.480 $ | 1 | |||||||||||||
| Bloom Energy Corp | BE | → 0 | Neutral | 13.565.701 $ | +13.565.701 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 13.126.400 $ | +13.126.400 $ | 1 | |||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 285.588 $ | -12.362.490 $ | -97,7 % | 1 | 12.648.078 $ | +12.648.078 $ | 1 | |||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 5.151.584 $ | -7.339.519 $ | -58,8 % | 1 | 12.491.103 $ | +10.772.943 $ | +627,0 % | 1 | 1.718.160 $ | +1.718.160 $ | 1 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 5.294.728 $ | -6.022.912 $ | -53,2 % | 1 | 11.317.640 $ | +10.033.295 $ | +781,2 % | 1 | 1.284.345 $ | +988.545 $ | +334,2 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 297.925 $ | -9.692.370 $ | -97,0 % | 1 | 9.990.295 $ | +3.842.335 $ | +62,5 % | 1 | 6.147.960 $ | +6.147.960 $ | 1 | |||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 9.444.120 $ | -1.419.852 $ | -13,1 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 9.417.600 $ | +9.417.600 $ | 1 | |||||||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 1.972.350 $ | -7.043.184 $ | -78,1 % | 1 | 9.015.534 $ | +9.015.534 $ | 1 | |||||||||
| Unity Software Inc. | U | → 0 | Schwach | 8.243.515 $ | +8.243.515 $ | 1 | |||||||||||||
| CELESTICA INC | CLS | → 0 | Schwach | 8.055.373 $ | +5.566.935 $ | +223,7 % | 1 | 2.488.438 $ | +2.488.438 $ | 1 | |||||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 7.556.118 $ | +5.587.438 $ | +283,8 % | 1 | 1.968.680 $ | +1.968.680 $ | 1 | |||||||||
| Core Scientific, Inc./tx | CORZ | → 0 | Schwach | 976.484 $ | -6.522.528 $ | -87,0 % | 1 | 7.499.012 $ | +728.060 $ | +10,8 % | 1 | ||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 7.016.100 $ | +5.122.390 $ | +270,5 % | 1 | 1.893.710 $ | +1.893.710 $ | 1 | |||||||||
| ETSY INC | ETSY | → 0 | Neutral | 5.975.100 $ | +5.481.024 $ | +1.109,3 % | 1 | ||||||||||||
| Roblox Corp | RBLX | → 0 | Schwach | 2.384.713 $ | -3.239.060 $ | -57,6 % | 1 | 5.623.773 $ | +5.623.773 $ | 1 | |||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 5.154.750 $ | +1.405.950 $ | +37,5 % | 1 | ||||||||||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 4.335.919 $ | +4.335.919 $ | 1 | |||||||||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 3.926.240 $ | +3.079.156 $ | +363,5 % | 1 | 847.084 $ | -1.645.406 $ | -66,0 % | 1 | 2.492.490 $ | +2.492.490 $ | 1 | |||||
| CoreWeave, Inc. | CRWV | → 0 | Neutral | 3.222.450 $ | +2.896.330 $ | +888,1 % | 1 | ||||||||||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 2.495.392 $ | +2.495.392 $ | 1 | |||||||||||||
| IREN Ltd | IREN | → 0 | Neutral | 2.446.555 $ | +2.446.555 $ | 1 | |||||||||||||
| Hut 8 Corp. | HUT | → 0 | Sehr schwach | 702.606 $ | -1.415.548 $ | -66,8 % | 1 | 2.118.154 $ | +616.241 $ | +41,0 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 2.016.441 $ | -91.839 $ | -4,4 % | 1 | 2.108.280 $ | +2.108.280 $ | 1 | |||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 2.094.375 $ | +2.094.375 $ | 1 | |||||||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 1.857.625 $ | +1.857.625 $ | 1 | |||||||||||||
| Talen Energy Corp | TLN | → 0 | Schwach | 1.609.638 $ | +1.609.638 $ | 1 | |||||||||||||
| Vistra Corp. | VST | → 0 | Schwach | 396.575 $ | -1.170.785 $ | -74,7 % | 1 | 1.567.360 $ | +1.567.360 $ | 1 | |||||||||
| NUSCALE POWER Corp | SMR | → 0 | Schwach | 1.484.137 $ | +1.484.137 $ | 1 | |||||||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 1.341.350 $ | +1.341.350 $ | 1 | |||||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Neutral | 1.038.147 $ | +1.038.147 $ | 1 | |||||||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 943.100 $ | +943.100 $ | 1 | |||||||||||||
| INTEL CORP | INTC | → 0 | Neutral | 919.449 $ | +919.449 $ | 1 | |||||||||||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 794.240 $ | +794.240 $ | 1 | |||||||||||||
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 768.870 $ | +768.870 $ | 1 | ||||||||||||||
| DraftKings Inc. | DKNG | → 0 | Neutral | 643.851 $ | +643.851 $ | 1 | |||||||||||||
| MongoDB, Inc. | MDB | → 0 | Schwach | 626.347 $ | +393.468 $ | +169,0 % | 1 | ||||||||||||
| RH | RH | → 0 | Neutral | 609.480 $ | +609.480 $ | 1 | |||||||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 395.892 $ | +395.892 $ | 1 | |||||||||||||
| PROSHARES TR II | → 0 | 387.521 $ | +387.521 $ | 1 | |||||||||||||||
| 47.406.712 $ | -14.547.342 $ | +20,4 % | 16 | 59.334.819 $ | +41.911.012 $ | +172,7 % | 10 | 92.903.070 $ | +57.055.191 $ | +225,4 % | 16 | 46.282.324 $ | +44.053.456 $ | +439,8 % | 17 | ||||