| 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 | ||||
| 187.484.886 $ | +99.537.298 $ | +249,5 % | 19 | 137.414.893 $ | +70.244.891 $ | +154,9 % | 19 | 86.123.327 $ | +3.508.785 $ | +131,7 % | 18 | 96.038.875 $ | +81.268.738 $ | +386,9 % | 20 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 25.524.946 $ | +23.572.426 $ | +1.207,3 % | 1 | 1.952.520 $ | +1.952.520 $ | 1 | |||||||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 24.996.956 $ | +21.919.211 $ | +712,2 % | 1 | 3.077.745 $ | -20.779.997 $ | -87,1 % | 1 | 23.857.742 $ | +19.995.788 $ | +517,8 % | 1 | ||||
| Baidu, Inc. | BIDU | → 0 | Sehr schwach | 17.864.441 $ | +10.671.389 $ | +148,4 % | 1 | 7.193.052 $ | -5.500.567 $ | -43,3 % | 1 | 12.693.619 $ | +1.130.801 $ | +9,8 % | 1 | 11.562.818 $ | +11.562.818 $ | 1 | |
| Sandisk Corp | SNDK | → 0 | Stark | 16.825.602 $ | +3.394.514 $ | +25,3 % | 1 | 13.431.088 $ | +13.431.088 $ | 1 | |||||||||
| STAAR SURGICAL CO | STAA | → 0 | Neutral | 15.562.030 $ | +10.548.859 $ | +210,4 % | 1 | 5.013.171 $ | +5.013.171 $ | 1 | |||||||||
| JD.com, Inc. | JD | → 0 | Schwach | 12.992.252 $ | +10.693.188 $ | +465,1 % | 1 | ||||||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Sehr schwach | 12.692.011 $ | +11.976.889 $ | +1.674,8 % | 1 | 715.122 $ | -3.328.823 $ | -82,3 % | 1 | 4.043.945 $ | -1.898.739 $ | -32,0 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 6.117.737 $ | -6.512.074 $ | -51,6 % | 1 | 12.629.811 $ | +11.031.515 $ | +690,2 % | 1 | 1.598.296 $ | +1.598.296 $ | 1 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 4.414.916 $ | -6.956.821 $ | -61,2 % | 1 | 11.371.737 $ | +3.404.985 $ | +42,7 % | 1 | 7.966.752 $ | +6.154.704 $ | +339,7 % | 1 | 1.812.048 $ | +1.812.048 $ | 1 | |
| Atour Lifestyle Holdings Ltd | ATAT | → 0 | Neutral | 9.603.091 $ | -1.281.037 $ | -11,8 % | 1 | 10.884.128 $ | +5.249.928 $ | +93,2 % | 1 | 5.634.200 $ | -423.729 $ | -7,0 % | 1 | 6.057.929 $ | +1.428.700 $ | +30,9 % | 1 |
| QUALCOMM INC/DE | QCOM | → 0 | Stark | 10.715.972 $ | +10.715.972 $ | 1 | |||||||||||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 9.213.584 $ | +9.213.584 $ | 1 | |||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 8.500.746 $ | +3.970.526 $ | +87,6 % | 1 | 4.530.220 $ | -4.452.768 $ | -49,6 % | 1 | 8.982.988 $ | +3.888.095 $ | +76,3 % | 1 | ||||
| VNET Group, Inc. | VNET | → 0 | Neutral | 8.253.060 $ | +3.098.244 $ | +60,1 % | 1 | 5.154.816 $ | +1.419.125 $ | +38,0 % | 1 | 3.735.691 $ | -161.611 $ | -4,1 % | 1 | 3.897.302 $ | +3.897.302 $ | 1 | |
| ONTO INNOVATION INC. | ONTO | → 0 | Neutral | 7.791.966 $ | +7.791.966 $ | 1 | |||||||||||||
| Canadian Solar Inc. | CSIQ | → 0 | Sehr schwach | 7.078.706 $ | +7.078.706 $ | 1 | |||||||||||||
| DigitalOcean Holdings, Inc. | DOCN | → 0 | Stark | 6.991.070 $ | +6.991.070 $ | 1 | |||||||||||||
| CoreWeave, Inc. | CRWV | → 0 | Stark | 6.934.056 $ | +6.934.056 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 6.843.078 $ | -84.962 $ | -1,2 % | 1 | 6.928.040 $ | +792.190 $ | +12,9 % | 1 | 6.135.850 $ | -8.557.220 $ | -58,2 % | 1 | ||||
| HERTZ GLOBAL HOLDINGS, INC | HTZ | → 0 | Schwach | 5.976.520 $ | +5.976.520 $ | 1 | |||||||||||||
| Cerebras Systems Inc. | CBRS | → 0 | Sehr schwach | 5.944.900 $ | +5.944.900 $ | 1 | |||||||||||||
| GDS Holdings Ltd | GDS | → 0 | Schwach | 4.278.798 $ | -1.540.428 $ | -26,5 % | 1 | 5.819.226 $ | +2.015.790 $ | +53,0 % | 1 | 3.803.436 $ | +3.467.166 $ | +1.031,1 % | 1 | ||||
| UNIVERSAL DISPLAY CORP \PA\ | OLED | → 0 | Stark | 1.901.295 $ | -3.614.097 $ | -65,5 % | 1 | 5.515.392 $ | +5.515.392 $ | 1 | |||||||||
| NOKIA CORP | NOK | → 0 | Schwach | 5.491.280 $ | +5.491.280 $ | 1 | |||||||||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 5.043.385 $ | +5.043.385 $ | 1 | |||||||||||||
| Trip.com Group Ltd | TCOM | → 0 | Sehr schwach | 4.055.712 $ | -663.882 $ | -14,1 % | 1 | 4.719.594 $ | +4.719.594 $ | 1 | |||||||||
| Futu Holdings Ltd | FUTU | → 0 | Sehr stark | 4.617.975 $ | +1.103.881 $ | +31,4 % | 1 | 3.514.094 $ | +3.201.056 $ | +1.022,6 % | 1 | 313.038 $ | +313.038 $ | 1 | |||||
| TERADYNE, INC | TER | → 0 | Neutral | 4.595.130 $ | +4.595.130 $ | 1 | |||||||||||||
| RAMBUS INC | RMBS | → 0 | Stark | 4.265.195 $ | +4.265.195 $ | 1 | |||||||||||||
| Solaris Energy Infrastructure, Inc. | SEI | → 0 | Neutral | 3.930.435 $ | +3.930.435 $ | 1 | |||||||||||||
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 3.876.936 $ | +2.036.616 $ | +110,7 % | 1 | 1.840.320 $ | +1.840.320 $ | 1 | |||||||||
| INTEL CORP | INTC | → 0 | Neutral | 3.664.170 $ | -140.400 $ | -3,7 % | 1 | 3.804.570 $ | +3.804.570 $ | 1 | |||||||||
| Full Truck Alliance Co. Ltd. | YMM | → 0 | 3.614.739 $ | +3.614.739 $ | 1 | ||||||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 3.073.368 $ | +3.073.368 $ | 1 | |||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 2.299.963 $ | -2.792.858 $ | -54,8 % | 1 | ||||||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 2.271.037 $ | +2.271.037 $ | 1 | |||||||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 1.899.348 $ | +1.899.348 $ | 1 | |||||||||||||
| CELESTICA INC | CLS | → 0 | Sehr schwach | 1.872.488 $ | +1.872.488 $ | 1 | |||||||||||||
| JABIL INC | JBL | → 0 | Neutral | 1.759.077 $ | +1.759.077 $ | 1 | |||||||||||||
| iQIYI, Inc. | IQ | → 0 | Schwach | 1.540.608 $ | +1.178.624 $ | +325,6 % | 1 | 361.984 $ | +361.984 $ | 1 | |||||||||
| H World Group Ltd | HTHT | → 0 | 1.157.656 $ | +1.157.656 $ | 1 | ||||||||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 463.462 $ | +463.462 $ | 1 | |||||||||||||
| 187.484.886 $ | +99.537.298 $ | +249,5 % | 19 | 137.414.893 $ | +70.244.891 $ | +154,9 % | 19 | 86.123.327 $ | +3.508.785 $ | +131,7 % | 18 | 96.038.875 $ | +81.268.738 $ | +386,9 % | 20 | ||||