| 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 | ||||
| 144.746.466 $ | +67.758.884 $ | +6.307,3 % | 9 | 88.995.193 $ | +32.649.685 $ | +40.898,5 % | 6 | 68.470.885 $ | +35.834.520 $ | +1.265.271,9 % | 5 | 58.784.210 $ | +1.819.975 $ | +27.278,1 % | 5 | ||||
| iSHARES TRUST | → 0 | 87.618.652 $ | +40.275.478 $ | +85,1 % | 1 | 47.343.174 $ | +11.165.336 $ | +30,9 % | 1 | 36.177.838 $ | +9.537.571 $ | +35,8 % | 1 | 26.640.267 $ | -19.472.398 $ | -42,2 % | 1 | ||
| CORBYN INVESTMENT MANAGEMENT INC/MD | → 0 | 12.588.480 $ | +2.843.185 $ | +29,2 % | 1 | 9.745.295 $ | +9.741.321 $ | +245.126,3 % | 1 | ||||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 11.187.089 $ | +10.235.712 $ | +1.075,9 % | 1 | ||||||||||||
| SPDR SERIES TRUST | → 0 | 10.976.631 $ | +5.002.389 $ | +83,7 % | 1 | 5.974.242 $ | -3.917.899 $ | -39,6 % | 1 | ||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 9.927.435 $ | +4.735.542 $ | +91,2 % | 1 | ||||||||||||
| INTEL CORP | INTC | → 0 | Neutral | 8.748.104 $ | +8.748.104 $ | 1 | |||||||||||||
| AppLovin Corp | APP | → 0 | Schwach | 8.713.735 $ | +8.705.683 $ | +108.118,3 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 8.674.382 $ | +4.029.242 $ | +86,7 % | 1 | ||||||||||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 5.543.316 $ | -2.217.915 $ | -28,6 % | 1 | 7.761.231 $ | +2.141.623 $ | +38,1 % | 1 | 5.619.608 $ | +5.597.890 $ | +25.775,3 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 6.988.339 $ | +6.988.339 $ | 1 | |||||||||||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Schwach | 6.948.704 $ | +6.948.566 $ | +5.035.192,8 % | 1 | ||||||||||||
| BlackRock Finance, Inc. | → 0 | 6.935.578 $ | +1.723.963 $ | +33,1 % | 1 | ||||||||||||||
| VANGUARD WHITEHALL FDS | → 0 | 6.908.013 $ | +6.889.759 $ | +37.743,8 % | 1 | 5.543.676 $ | +836.621 $ | +17,8 % | 1 | ||||||||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 6.719.811 $ | +6.719.811 $ | 1 | |||||||||||||
| Coinbase Global, Inc. | COIN | → 0 | Schwach | 6.268.877 $ | +6.268.877 $ | 1 | |||||||||||||
| CEVA INC | CEVA | → 0 | Neutral | 5.819.214 $ | +5.819.214 $ | 1 | |||||||||||||
| ISHARES TR | → 0 | 5.625.063 $ | -1.282.950 $ | -18,6 % | 1 | ||||||||||||||
| 144.746.466 $ | +67.758.884 $ | +6.307,3 % | 9 | 88.995.193 $ | +32.649.685 $ | +40.898,5 % | 6 | 68.470.885 $ | +35.834.520 $ | +1.265.271,9 % | 5 | 58.784.210 $ | +1.819.975 $ | +27.278,1 % | 5 | ||||