| 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 | ||||
| 1.303.996.596 $ | +398.575.632 $ | +140,2 % | 76 | 1.085.857.074 $ | +168.963.064 $ | +48,5 % | 77 | 1.161.304.419 $ | +290.452.877 $ | +26,9 % | 84 | 1.081.627.360 $ | +323.639.658 $ | +44,2 % | 82 | ||||
| UNIVERSAL DISPLAY CORP \PA\ | OLED | → 0 | Stark | 60.713.704 $ | +54.755.804 $ | +919,0 % | 1 | 5.957.900 $ | -15.245.377 $ | -71,9 % | 1 | 21.203.277 $ | +1.642.307 $ | +8,4 % | 1 | 19.560.970 $ | -630.041 $ | -3,1 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 57.502.774 $ | +8.278.082 $ | +16,8 % | 1 | 49.224.692 $ | -2.836.835 $ | -5,4 % | 1 | 52.061.527 $ | +14.259.549 $ | +37,7 % | 1 | 37.801.978 $ | +1.854.027 $ | +5,2 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 39.963.125 $ | -2.339.162 $ | -5,5 % | 1 | 42.302.287 $ | -14.371.206 $ | -25,4 % | 1 | 56.673.493 $ | +21.159.215 $ | +59,6 % | 1 | 35.514.278 $ | +4.247.085 $ | +13,6 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 15.868.968 $ | -36.703.990 $ | -69,8 % | 1 | 52.572.958 $ | +10.462.444 $ | +24,8 % | 1 | 42.110.514 $ | +42.110.514 $ | 1 | |||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 52.188.004 $ | +13.376.318 $ | +34,5 % | 1 | 38.811.686 $ | +2.061.389 $ | +5,6 % | 1 | 36.750.297 $ | +31.538.228 $ | +605,1 % | 1 | 5.212.069 $ | +2.731.669 $ | +110,1 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 17.870.038 $ | -19.913.930 $ | -52,7 % | 1 | 37.783.968 $ | -13.812.305 $ | -26,8 % | 1 | 51.596.273 $ | +12.993.470 $ | +33,7 % | 1 | ||||
| MKS INC | MKSI | → 0 | Neutral | 47.814.221 $ | +10.409.886 $ | +27,8 % | 1 | 37.404.335 $ | +33.201.601 $ | +790,0 % | 1 | 4.202.734 $ | -1.528.251 $ | -26,7 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 46.103.775 $ | +2.248.778 $ | +5,1 % | 1 | 43.854.997 $ | -3.647.067 $ | -7,7 % | 1 | 47.502.064 $ | +12.998.395 $ | +37,7 % | 1 | 34.503.669 $ | -3.105.701 $ | -8,3 % | 1 |
| QUALCOMM INC/DE | QCOM | → 0 | Stark | 46.887.136 $ | +46.887.136 $ | 1 | |||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 43.005.656 $ | +37.767.431 $ | +721,0 % | 1 | 5.238.225 $ | +5.238.225 $ | 1 | |||||||||
| Mastercard Inc | MA | → 0 | Neutral | 29.348.131 $ | +6.508.173 $ | +28,5 % | 1 | 22.839.958 $ | -18.412.402 $ | -44,6 % | 1 | 41.252.360 $ | +17.167.612 $ | +71,3 % | 1 | ||||
| MAXLINEAR, INC | MXL | → 0 | Schwach | 40.869.353 $ | +26.155.587 $ | +177,8 % | 1 | 14.713.766 $ | +14.713.766 $ | 1 | |||||||||
| INTEL CORP | INTC | → 0 | Neutral | 40.742.777 $ | +40.742.777 $ | 1 | |||||||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 39.994.190 $ | +3.709.926 $ | +10,2 % | 1 | 36.284.264 $ | +13.800.646 $ | +61,4 % | 1 | 22.483.618 $ | +16.857.985 $ | +299,7 % | 1 | 5.625.633 $ | +2.805.893 $ | +99,5 % | 1 |
| Everpure, Inc. | PSTG | → 0 | 38.849.300 $ | +32.439.268 $ | +506,1 % | 1 | 6.410.032 $ | +6.410.032 $ | 1 | ||||||||||
| Fox Corp | FOXA | → 0 | Neutral | 37.586.861 $ | +37.586.861 $ | 1 | |||||||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Schwach | 13.535.138 $ | -5.289.778 $ | -28,1 % | 1 | 18.824.916 $ | +3.438.469 $ | +22,3 % | 1 | 15.386.447 $ | -19.789.632 $ | -56,3 % | 1 | 35.176.079 $ | +6.548.585 $ | +22,9 % | 1 |
| S&P Global Inc. | SPGI | → 0 | Neutral | 1.745.109 $ | -25.602.552 $ | -93,6 % | 1 | 27.347.661 $ | -7.302.669 $ | -21,1 % | 1 | 34.650.330 $ | +7.533.282 $ | +27,8 % | 1 | 27.117.048 $ | +6.392.969 $ | +30,8 % | 1 |
| EQUINIX INC | EQIX | → 0 | Neutral | 33.067.738 $ | +14.588.254 $ | +78,9 % | 1 | 18.479.484 $ | -10.306.680 $ | -35,8 % | 1 | 28.786.164 $ | +9.206.730 $ | +47,0 % | 1 | 19.579.434 $ | -3.149.530 $ | -13,9 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 31.707.594 $ | +4.326.596 $ | +15,8 % | 1 | 27.380.998 $ | +10.969.180 $ | +66,8 % | 1 | 16.411.818 $ | -5.620.316 $ | -25,5 % | 1 | 22.032.134 $ | +1.998.157 $ | +10,0 % | 1 |
| INTUIT INC. | INTU | → 0 | Neutral | 1.308.393 $ | -30.244.970 $ | -95,9 % | 1 | 31.553.363 $ | +13.777.985 $ | +77,5 % | 1 | 17.775.378 $ | +6.558.581 $ | +58,5 % | 1 | 11.216.797 $ | +11.216.797 $ | 1 | |
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Neutral | 30.955.625 $ | +30.955.625 $ | 1 | |||||||||||||
| Arista Networks, Inc. | ANET | → 0 | Neutral | 29.964.284 $ | +1.608.737 $ | +5,7 % | 1 | 28.355.547 $ | +28.355.547 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 21.906.497 $ | +1.428.536 $ | +7,0 % | 1 | 20.477.961 $ | +2.836.391 $ | +16,1 % | 1 | 17.641.570 $ | -12.141.610 $ | -40,8 % | 1 | 29.783.180 $ | +7.207.787 $ | +31,9 % | 1 |
| VERISIGN INC/CA | VRSN | → 0 | Stark | 28.735.500 $ | +13.317.893 $ | +86,4 % | 1 | 15.417.607 $ | -6.548.487 $ | -29,8 % | 1 | 21.966.094 $ | +13.714.500 $ | +166,2 % | 1 | ||||
| Motorola Solutions, Inc. | MSI | → 0 | Neutral | 28.066.959 $ | +9.930.051 $ | +54,8 % | 1 | 18.136.908 $ | +18.136.908 $ | 1 | |||||||||
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Schwach | 17.231.146 $ | +1.671.232 $ | +10,7 % | 1 | 15.559.914 $ | -11.607.329 $ | -42,7 % | 1 | 27.167.243 $ | +6.831.298 $ | +33,6 % | 1 | ||||
| Booking Holdings Inc. | BKNG | → 0 | Schwach | 27.033.706 $ | +27.033.706 $ | 1 | |||||||||||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Neutral | 26.880.010 $ | +13.492.166 $ | +100,8 % | 1 | 13.387.844 $ | +13.387.844 $ | 1 | |||||||||
| VISA INC. | V | → 0 | Stark | 21.588.399 $ | -5.244.410 $ | -19,5 % | 1 | 26.832.809 $ | +24.586.763 $ | +1.094,7 % | 1 | ||||||||
| SEMTECH CORP | SMTC | → 0 | Schwach | 26.453.774 $ | +1.584.062 $ | +6,4 % | 1 | 24.869.712 $ | +11.633.957 $ | +87,9 % | 1 | 13.235.755 $ | +10.527.355 $ | +388,7 % | 1 | ||||
| SBA COMMUNICATIONS CORP | SBAC | → 0 | Schwach | 26.115.198 $ | +12.591.999 $ | +93,1 % | 1 | 13.523.199 $ | +10.411.877 $ | +334,6 % | 1 | 3.111.322 $ | -13.461.673 $ | -81,2 % | 1 | 16.572.995 $ | +16.572.995 $ | 1 | |
| Enphase Energy, Inc. | ENPH | → 0 | Neutral | 25.997.710 $ | +25.997.710 $ | 1 | |||||||||||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 15.401.996 $ | -10.016.526 $ | -39,4 % | 1 | 25.418.522 $ | +25.418.522 $ | 1 | |||||||||
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | → 0 | Neutral | 24.723.066 $ | +18.555.159 $ | +300,8 % | 1 | 6.167.907 $ | -5.898.678 $ | -48,9 % | 1 | 12.066.585 $ | +6.039.499 $ | +100,2 % | 1 | ||||
| Walt Disney Co | DIS | → 0 | Neutral | 14.332.972 $ | -9.716.494 $ | -40,4 % | 1 | 24.049.466 $ | -7.687.421 $ | -24,2 % | 1 | ||||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Sehr stark | 24.023.571 $ | -12.912.815 $ | -35,0 % | 1 | ||||||||||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 19.641.679 $ | -4.340.549 $ | -18,1 % | 1 | 23.982.228 $ | +23.982.228 $ | 1 | |||||||||
| T-Mobile US, Inc. | TMUS | → 0 | Neutral | 5.990.309 $ | -16.513.775 $ | -73,4 % | 1 | 22.504.084 $ | -1.266.111 $ | -5,3 % | 1 | 23.770.195 $ | +23.770.195 $ | 1 | |||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 23.639.582 $ | +23.639.582 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 16.015.774 $ | +8.245.454 $ | +106,1 % | 1 | 7.770.320 $ | -15.049.351 $ | -65,9 % | 1 | 22.819.671 $ | +22.819.671 $ | 1 | |||||
| NETFLIX INC | NFLX | → 0 | Neutral | 18.750.875 $ | -3.514.268 $ | -15,8 % | 1 | 22.265.143 $ | +22.265.143 $ | 1 | |||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 21.364.330 $ | +16.495.116 $ | +338,8 % | 1 | 4.869.214 $ | +3.150.910 $ | +183,4 % | 1 | 1.718.304 $ | -9.943.267 $ | -85,3 % | 1 | 11.661.571 $ | -10.176.750 $ | -46,6 % | 1 |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 13.586.116 $ | +3.089.754 $ | +29,4 % | 1 | 10.496.362 $ | -10.795.370 $ | -50,7 % | 1 | 21.291.732 $ | +1.349.174 $ | +6,8 % | 1 | 19.942.558 $ | +13.364.152 $ | +203,2 % | 1 |
| Wix.com Ltd. | WIX | → 0 | 20.300.800 $ | +20.300.800 $ | 1 | ||||||||||||||
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Sehr stark | 20.101.762 $ | +20.101.762 $ | 1 | |||||||||||||
| CROWN CASTLE INC. | CCI | → 0 | Neutral | 19.952.280 $ | +16.745.170 $ | +522,1 % | 1 | 3.207.110 $ | +321.146 $ | +11,1 % | 1 | 2.885.964 $ | -7.249.442 $ | -71,5 % | 1 | 10.135.406 $ | -4.893.582 $ | -32,6 % | 1 |
| ENTEGRIS INC | ENTG | → 0 | Schwach | 19.920.692 $ | +13.141.253 $ | +193,8 % | 1 | ||||||||||||
| GLOBAL PAYMENTS INC | GPN | → 0 | Neutral | 18.019.844 $ | -1.555.545 $ | -7,9 % | 1 | 19.575.389 $ | +14.827.865 $ | +312,3 % | 1 | 4.747.524 $ | +4.747.524 $ | 1 | |||||
| ORACLE CORP | ORCL | → 0 | Stark | 19.149.323 $ | +7.096.220 $ | +58,9 % | 1 | 12.053.103 $ | +12.053.103 $ | 1 | |||||||||
| TERADATA CORP /DE/ | TDC | → 0 | Neutral | 18.800.432 $ | +17.647.082 $ | +1.530,1 % | 1 | 1.153.350 $ | -232.401 $ | -16,8 % | 1 | 1.385.751 $ | -125.821 $ | -8,3 % | 1 | 1.511.572 $ | +284.522 $ | +23,2 % | 1 |
| Aurora Innovation, Inc. | AUR | → 0 | Neutral | 18.562.444 $ | +12.782.690 $ | +221,2 % | 1 | 5.779.754 $ | +5.779.754 $ | 1 | |||||||||
| TransUnion | TRU | → 0 | Schwach | 17.791.586 $ | -301.710 $ | -1,7 % | 1 | 18.093.296 $ | -4.355.680 $ | -19,4 % | 1 | ||||||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 17.580.984 $ | +17.580.984 $ | 1 | |||||||||||||
| FISERV INC | FISV | → 0 | Stark | 17.473.335 $ | +11.345.550 $ | +185,1 % | 1 | 6.127.785 $ | -23.950.174 $ | -79,6 % | 1 | ||||||||
| F5, INC. | FFIV | → 0 | Stark | 2.954.564 $ | -14.070.481 $ | -82,6 % | 1 | 17.025.045 $ | +17.025.045 $ | 1 | |||||||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 16.927.488 $ | -5.130.133 $ | -23,3 % | 1 | ||||||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Schwach | 4.638.000 $ | -12.289.373 $ | -72,6 % | 1 | 16.927.373 $ | +10.778.736 $ | +175,3 % | 1 | ||||||||
| TWILIO INC | TWLO | → 0 | Neutral | 633.227 $ | -15.915.544 $ | -96,2 % | 1 | 16.548.771 $ | +10.829.328 $ | +189,3 % | 1 | 5.719.443 $ | +5.719.443 $ | 1 | |||||
| MongoDB, Inc. | MDB | → 0 | Neutral | 3.368.741 $ | -11.039.156 $ | -76,6 % | 1 | 14.407.897 $ | -2.119.495 $ | -12,8 % | 1 | 16.527.392 $ | +5.442.170 $ | +49,1 % | 1 | 11.085.222 $ | +3.285.563 $ | +42,1 % | 1 |
| ServiceNow, Inc. | NOW | → 0 | Schwach | 1.653.409 $ | -14.540.459 $ | -89,8 % | 1 | 16.193.868 $ | +16.193.868 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 6.129.123 $ | -9.931.051 $ | -61,8 % | 1 | 16.060.174 $ | +10.954.787 $ | +214,6 % | 1 | ||||||||
| Sandisk Corp | SNDK | → 0 | Sehr stark | 15.916.110 $ | +682.563 $ | +4,5 % | 1 | 15.233.547 $ | +8.273.565 $ | +118,9 % | 1 | 6.959.982 $ | +2.091.175 $ | +43,0 % | 1 | 4.868.807 $ | -2.408.689 $ | -33,1 % | 1 |
| Accenture plc | ACN | → 0 | Neutral | 5.816.476 $ | -9.684.307 $ | -62,5 % | 1 | 15.500.783 $ | +15.500.783 $ | 1 | |||||||||
| Workday, Inc. | WDAY | → 0 | Neutral | 15.421.125 $ | +2.352.615 $ | +18,0 % | 1 | 13.068.510 $ | -7.502.850 $ | -36,5 % | 1 | ||||||||
| ZEBRA TECHNOLOGIES CORP | ZBRA | → 0 | Schwach | 1.447.930 $ | -1.008.437 $ | -41,1 % | 1 | 2.456.367 $ | -12.944.544 $ | -84,1 % | 1 | 15.400.911 $ | +15.400.911 $ | 1 | |||||
| SANMINA CORP | SANM | → 0 | Neutral | 15.313.112 $ | +14.794.552 $ | +2.853,0 % | 1 | 518.560 $ | -999.698 $ | -65,8 % | 1 | 1.518.258 $ | -221.975 $ | -12,8 % | 1 | 1.740.233 $ | -412.027 $ | -19,1 % | 1 |
| SHOPIFY INC. | SHOP | → 0 | Neutral | 15.305.350 $ | +15.305.350 $ | 1 | |||||||||||||
| FLEX LTD. | FLEX | → 0 | Neutral | 810.350 $ | -14.454.726 $ | -94,7 % | 1 | 15.265.076 $ | +7.642.912 $ | +100,3 % | 1 | 7.622.164 $ | -6.421.648 $ | -45,7 % | 1 | 14.043.812 $ | +11.248.292 $ | +402,4 % | 1 |
| EchoStar CORP | SATS | → 0 | Schwach | 15.225.000 $ | +15.225.000 $ | 1 | |||||||||||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 15.021.850 $ | +15.021.850 $ | 1 | |||||||||||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 14.914.258 $ | +1.012.884 $ | +7,3 % | 1 | 13.901.374 $ | +6.502.034 $ | +87,9 % | 1 | ||||||||
| Toast, Inc. | TOST | → 0 | Neutral | 4.371.607 $ | +584.468 $ | +15,4 % | 1 | 3.787.139 $ | -11.095.209 $ | -74,6 % | 1 | 14.882.348 $ | +6.656.986 $ | +80,9 % | 1 | ||||
| PLEXUS CORP | PLXS | → 0 | Neutral | 14.823.332 $ | +4.613.493 $ | +45,2 % | 1 | 10.209.839 $ | +10.209.839 $ | 1 | |||||||||
| COMCAST CORP | CMCSA | → 0 | Stark | 14.812.299 $ | -21.387.604 $ | -59,1 % | 1 | ||||||||||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 14.392.643 $ | -363.078 $ | -2,5 % | 1 | 14.755.721 $ | +14.755.721 $ | 1 | |||||||||
| HUBSPOT INC | HUBS | → 0 | Neutral | 949.052 $ | -5.535.555 $ | -85,4 % | 1 | 6.484.607 $ | -8.217.411 $ | -55,9 % | 1 | 14.702.018 $ | +14.702.018 $ | 1 | |||||
| JABIL INC | JBL | → 0 | Neutral | 11.852.739 $ | +7.650.738 $ | +182,1 % | 1 | 4.202.001 $ | +1.664.594 $ | +65,6 % | 1 | 2.537.407 $ | -11.869.216 $ | -82,4 % | 1 | 14.406.623 $ | +14.406.623 $ | 1 | |
| Snowflake Inc. | SNOW | → 0 | Neutral | 14.262.180 $ | +10.144.040 $ | +246,3 % | 1 | 4.118.140 $ | -8.123.464 $ | -66,4 % | 1 | 12.241.604 $ | +12.241.604 $ | 1 | |||||
| Sunrun Inc. | RUN | → 0 | Schwach | 13.738.409 $ | +2.065.449 $ | +17,7 % | 1 | 11.672.960 $ | +1.227.777 $ | +11,8 % | 1 | 10.445.183 $ | +10.445.183 $ | 1 | |||||
| ETSY INC | ETSY | → 0 | Neutral | 13.451.753 $ | +5.105.468 $ | +61,2 % | 1 | 8.346.285 $ | +8.346.285 $ | 1 | |||||||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Neutral | 12.331.897 $ | -575.003 $ | -4,5 % | 1 | 12.906.900 $ | +9.065.634 $ | +236,0 % | 1 | 3.841.266 $ | +3.841.266 $ | 1 | |||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 12.858.800 $ | +12.858.800 $ | 1 | |||||||||||||
| EPAM Systems, Inc. | EPAM | → 0 | Neutral | 12.829.995 $ | +7.682.477 $ | +149,2 % | 1 | 5.147.518 $ | -2.341.163 $ | -31,3 % | 1 | ||||||||
| AMBARELLA INC | AMBA | → 0 | Schwach | 8.660.223 $ | +5.618.462 $ | +184,7 % | 1 | 3.041.761 $ | -8.486.245 $ | -73,6 % | 1 | 11.528.006 $ | -1.045.319 $ | -8,3 % | 1 | 12.573.325 $ | +7.558.463 $ | +150,7 % | 1 |
| Liberty Media Corp | FWONA | → 0 | Stark | 12.354.214 $ | +7.609.914 $ | +160,4 % | 1 | ||||||||||||
| Atlassian Corp | TEAM | → 0 | Sehr schwach | 12.072.620 $ | +665.249 $ | +5,8 % | 1 | 11.407.371 $ | +1.253.074 $ | +12,3 % | 1 | ||||||||
| Silicon Motion Technology CORP | SIMO | → 0 | 6.531.460 $ | -5.354.627 $ | -45,0 % | 1 | 11.886.087 $ | +5.103.948 $ | +75,3 % | 1 | 6.782.139 $ | -16.177.410 $ | -70,5 % | 1 | |||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 11.266.303 $ | +11.266.303 $ | 1 | |||||||||||||
| Super Micro Computer, Inc. | SMCI | → 0 | Neutral | 11.186.224 $ | +11.186.224 $ | 1 | |||||||||||||
| OMNICOM GROUP INC. | OMC | → 0 | Neutral | 10.758.862 $ | +4.828.340 $ | +81,4 % | 1 | 5.930.522 $ | +5.930.522 $ | 1 | |||||||||
| Uber Technologies, Inc | UBER | → 0 | Schwach | 8.220.592 $ | -2.285.026 $ | -21,8 % | 1 | 10.505.618 $ | +10.505.618 $ | 1 | |||||||||
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 10.410.999 $ | +10.410.999 $ | 1 | |||||||||||||
| Block, Inc. | XYZ | → 0 | Neutral | 6.877.731 $ | -3.445.894 $ | -33,4 % | 1 | 10.323.625 $ | -7.338.243 $ | -41,5 % | 1 | ||||||||
| IRON MOUNTAIN INC | IRM | → 0 | Neutral | 3.927.268 $ | -6.299.251 $ | -61,6 % | 1 | 10.226.519 $ | +382.158 $ | +3,9 % | 1 | ||||||||
| Sea Ltd | SE | → 0 | Neutral | 9.964.444 $ | +9.964.444 $ | 1 | |||||||||||||
| INTERPUBLIC GROUP OF COMPANIES, INC. | IPG | → 0 | 9.517.338 $ | +9.517.338 $ | 1 | ||||||||||||||
| Reddit, Inc. | RDDT | → 0 | Sehr schwach | 7.494.664 $ | -1.544.974 $ | -17,1 % | 1 | 9.039.638 $ | +5.754.461 $ | +175,2 % | 1 | 3.285.177 $ | -7.469.888 $ | -69,5 % | 1 | ||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 8.533.362 $ | -417.617 $ | -4,7 % | 1 | 8.950.979 $ | -4.481.752 $ | -33,4 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 826.291 $ | +345.331 $ | +71,8 % | 1 | 480.960 $ | -6.866.594 $ | -93,5 % | 1 | 7.347.554 $ | -1.378.988 $ | -15,8 % | 1 | 8.726.542 $ | +8.726.542 $ | 1 | |
| DYCOM INDUSTRIES INC | DY | → 0 | Neutral | 8.667.835 $ | +8.667.835 $ | 1 | |||||||||||||
| AVNET INC | AVT | → 0 | Neutral | 8.650.269 $ | +8.650.269 $ | 1 | |||||||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 5.228.222 $ | -3.411.176 $ | -39,5 % | 1 | 8.639.398 $ | +8.639.398 $ | 1 | |||||||||
| STMicroelectronics N.V. | STM | → 0 | Sehr stark | 8.637.500 $ | +8.637.500 $ | 1 | |||||||||||||
| AT&T INC. | T | → 0 | Stark | 8.489.924 $ | +6.149.127 $ | +262,7 % | 1 | 2.340.797 $ | -12.873.453 $ | -84,6 % | 1 | ||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 8.291.206 $ | +6.107.108 $ | +279,6 % | 1 | 2.184.098 $ | -3.391.024 $ | -60,8 % | 1 | ||||||||
| Six Flags Entertainment Corporation/NEW | FUN | → 0 | Schwach | 8.098.044 $ | +8.098.044 $ | 1 | |||||||||||||
| AppLovin Corp | APP | → 0 | Neutral | 7.902.503 $ | -1.600.069 $ | -16,8 % | 1 | ||||||||||||
| Elastic N.V. | ESTC | → 0 | Neutral | 933.531 $ | -1.876.207 $ | -66,8 % | 1 | 2.809.738 $ | -2.952.369 $ | -51,2 % | 1 | 5.762.107 $ | -1.721.088 $ | -23,0 % | 1 | 7.483.195 $ | +1.218.657 $ | +19,5 % | 1 |
| Array Technologies, Inc. | ARRY | → 0 | Neutral | 5.036.688 $ | -2.056.665 $ | -29,0 % | 1 | 7.093.353 $ | +6.160.621 $ | +660,5 % | 1 | 932.732 $ | +578.732 $ | +163,5 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 6.875.339 $ | +2.512.509 $ | +57,6 % | 1 | 4.362.830 $ | +727.833 $ | +20,0 % | 1 | ||||||||
| GLOBALFOUNDRIES Inc. | GFS | → 0 | Sehr stark | 6.666.662 $ | +3.134.015 $ | +88,7 % | 1 | 3.532.647 $ | +3.532.647 $ | 1 | |||||||||
| Confluent, Inc. | CFLT | → 0 | 6.505.805 $ | +6.505.805 $ | 1 | ||||||||||||||
| GARTNER INC | IT | → 0 | Stark | 6.384.587 $ | +4.543.769 $ | +246,8 % | 1 | ||||||||||||
| POWER INTEGRATIONS INC | POWI | → 0 | Neutral | 6.144.000 $ | +4.142.174 $ | +206,9 % | 1 | 2.001.826 $ | +2.001.826 $ | 1 | |||||||||
| Shoals Technologies Group, Inc. | SHLS | → 0 | Sehr schwach | 6.031.139 $ | +4.925.699 $ | +445,6 % | 1 | 1.105.440 $ | +1.105.440 $ | 1 | |||||||||
| Genpact LTD | G | → 0 | Sehr stark | 5.984.405 $ | +1.042.346 $ | +21,1 % | 1 | ||||||||||||
| TE Connectivity plc | TEL | → 0 | Stark | 5.753.728 $ | +5.753.728 $ | 1 | |||||||||||||
| Globant S.A. | GLOB | → 0 | Schwach | 5.603.124 $ | +706.602 $ | +14,4 % | 1 | 4.896.522 $ | -6.769.423 $ | -58,0 % | 1 | ||||||||
| TEXAS INSTRUMENTS INC | TXN | → 0 | Stark | 5.470.928 $ | +5.470.928 $ | 1 | |||||||||||||
| Sportradar Group AG | SRAD | → 0 | Sehr schwach | 5.404.344 $ | +5.404.344 $ | 1 | |||||||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 2.241.770 $ | -2.577.848 $ | -53,5 % | 1 | 4.819.618 $ | +4.819.618 $ | 1 | |||||||||
| Archer Aviation Inc. | ACHR | → 0 | Sehr schwach | 4.212.481 $ | -583.356 $ | -12,2 % | 1 | 4.795.837 $ | +2.361.417 $ | +97,0 % | 1 | 2.434.420 $ | +518.420 $ | +27,1 % | 1 | 1.916.000 $ | -14.466.404 $ | -88,3 % | 1 |
| Mobileye Global Inc. | MBLY | → 0 | Neutral | 2.006.693 $ | -2.622.634 $ | -56,7 % | 1 | 4.629.327 $ | -11.487.693 $ | -71,3 % | 1 | ||||||||
| Fabrinet | FN | → 0 | Neutral | 782.280 $ | -3.784.634 $ | -82,9 % | 1 | 4.566.914 $ | +4.566.914 $ | 1 | |||||||||
| Innoviz Technologies Ltd. | INVZ | → 0 | Sehr schwach | 30.106 $ | +5.457 $ | +22,1 % | 1 | 24.649 $ | -841.922 $ | -97,2 % | 1 | 866.571 $ | -3.640.346 $ | -80,8 % | 1 | 4.506.917 $ | +4.506.917 $ | 1 | |
| FORMFACTOR INC | FORM | → 0 | Stark | 3.385.790 $ | -749.264 $ | -18,1 % | 1 | 4.135.054 $ | +275.835 $ | +7,1 % | 1 | ||||||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 3.661.983 $ | +3.661.983 $ | 1 | |||||||||||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 1.791.300 $ | -269.540 $ | -13,1 % | 1 | 2.060.840 $ | -1.531.760 $ | -42,6 % | 1 | 3.592.600 $ | -3.257.757 $ | -47,6 % | 1 | ||||
| Remitly Global, Inc. | RELY | → 0 | Neutral | 3.589.891 $ | +3.589.891 $ | 1 | |||||||||||||
| Versant Media Group, Inc. | VSNT | → 0 | Stark | 3.445.905 $ | +272.773 $ | +8,6 % | 1 | 3.173.132 $ | +3.173.132 $ | 1 | |||||||||
| Gitlab Inc. | GTLB | → 0 | Sehr schwach | 1.879.427 $ | -1.365.747 $ | -42,1 % | 1 | 3.245.174 $ | +1.311.850 $ | +67,9 % | 1 | ||||||||
| DraftKings Inc. | DKNG | → 0 | Schwach | 2.923.072 $ | -7.485.773 $ | -71,9 % | 1 | ||||||||||||
| Paycom Software, Inc. | PAYC | → 0 | Neutral | 968.490 $ | -1.792.048 $ | -64,9 % | 1 | 2.760.538 $ | +2.760.538 $ | 1 | |||||||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 2.733.900 $ | +2.733.900 $ | 1 | |||||||||||||
| Lumen Technologies, Inc. | LUMN | → 0 | Stark | 2.585.595 $ | +2.585.595 $ | 1 | |||||||||||||
| Autodesk, Inc. | ADSK | → 0 | Neutral | 2.274.300 $ | -271.090 $ | -10,7 % | 1 | 2.545.390 $ | +2.545.390 $ | 1 | |||||||||
| IonQ, Inc. | IONQ | → 0 | Sehr schwach | 2.152.438 $ | +2.152.438 $ | 1 | |||||||||||||
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Schwach | 2.071.180 $ | +2.071.180 $ | 1 | |||||||||||||
| Flutter Entertainment plc | FLUT | → 0 | Neutral | 1.990.625 $ | +1.990.625 $ | 1 | |||||||||||||
| Enovix Corp | ENVX | → 0 | Sehr schwach | 849.800 $ | -37.619 $ | -4,2 % | 1 | 887.419 $ | -661.909 $ | -42,7 % | 1 | 1.549.328 $ | -8.273.672 $ | -84,2 % | 1 | ||||
| BETA Technologies, Inc. | BETA | → 0 | Sehr schwach | 1.440.500 $ | +1.440.500 $ | 1 | |||||||||||||
| Cinemark Holdings, Inc. | CNK | → 0 | Neutral | 1.234.300 $ | -8.484.837 $ | -87,3 % | 1 | ||||||||||||
| Zoom Communications, Inc. | ZM | → 0 | Stark | 643.120 $ | +643.120 $ | 1 | |||||||||||||
| 1.303.996.596 $ | +398.575.632 $ | +140,2 % | 76 | 1.085.857.074 $ | +168.963.064 $ | +48,5 % | 77 | 1.161.304.419 $ | +290.452.877 $ | +26,9 % | 84 | 1.081.627.360 $ | +323.639.658 $ | +44,2 % | 82 | ||||