| 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 | ||||
| 166.548.678 $ | +53.381.988 $ | +23,0 % | 15 | 165.169.790 $ | +57.489.070 $ | +106,0 % | 13 | 137.408.631 $ | -8.970.768 $ | +37,8 % | 11 | 161.717.499 $ | +87.527.953 $ | +80,6 % | 8 | ||||
| Broadcom Inc. | AVGO | → 0 | Stark | 14.856.480 $ | -7.190.090 $ | -32,6 % | 1 | 22.046.570 $ | -22.920.163 $ | -51,0 % | 1 | 44.966.733 $ | +6.775.425 $ | +17,7 % | 1 | ||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 6.455.101 $ | -36.251.229 $ | -84,9 % | 1 | 42.706.330 $ | +42.706.330 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 26.835.827 $ | -10.410.453 $ | -28,0 % | 1 | 37.246.280 $ | +31.348.840 $ | +531,6 % | 1 | 5.897.440 $ | +5.897.440 $ | 1 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 19.622.930 $ | +12.528.290 $ | +176,6 % | 1 | 7.094.640 $ | -28.010.790 $ | -79,8 % | 1 | 35.105.430 $ | +13.688.470 $ | +63,9 % | 1 | 21.416.960 $ | +14.021.960 $ | +189,6 % | 1 |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 25.324.640 $ | -2.050.040 $ | -7,5 % | 1 | 27.374.680 $ | +18.486.040 $ | +208,0 % | 1 | ||||||||
| CELESTICA INC | CLS | → 0 | Sehr schwach | 25.069.520 $ | +20.339.760 $ | +430,0 % | 1 | 4.729.760 $ | +4.729.760 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Sehr stark | 21.054.740 $ | +723.860 $ | +3,6 % | 1 | 20.330.880 $ | +20.330.880 $ | 1 | |||||||||
| NOKIA CORP | NOK | → 0 | Schwach | 18.990.400 $ | +18.990.400 $ | 1 | |||||||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 13.231.274 $ | +6.160.834 $ | +87,1 % | 1 | 7.070.440 $ | +7.070.440 $ | 1 | |||||||||
| On Holding AG | ONON | → 0 | 12.077.100 $ | +1.386.700 $ | +13,0 % | 1 | 10.690.400 $ | +10.690.400 $ | 1 | ||||||||||
| FORMFACTOR INC | FORM | → 0 | Stark | 11.938.775 $ | +11.938.775 $ | 1 | |||||||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 10.219.520 $ | +481.880 $ | +4,9 % | 1 | 9.737.640 $ | +951.870 $ | +10,8 % | 1 | 8.785.770 $ | +6.744.750 $ | +330,5 % | 1 | 2.041.020 $ | +2.041.020 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 6.499.950 $ | -3.114.750 $ | -32,4 % | 1 | 9.614.700 $ | +9.614.700 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 8.658.617 $ | +1.512.317 $ | +21,2 % | 1 | 7.146.300 $ | +5.094.470 $ | +248,3 % | 1 | ||||||||
| Dell Technologies Inc. | DELL | → 0 | Stark | 8.506.200 $ | -4.857.200 $ | -36,3 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 2.020.909 $ | -4.274.931 $ | -67,9 % | 1 | 6.295.840 $ | +309.190 $ | +5,2 % | 1 | 5.986.650 $ | -1.887.026 $ | -24,0 % | 1 | 7.873.676 $ | +1.522.478 $ | +24,0 % | 1 |
| TERADYNE, INC | TER | → 0 | Neutral | 7.257.600 $ | +7.257.600 $ | 1 | |||||||||||||
| Bloom Energy Corp | BE | → 0 | Stark | 3.027.000 $ | -3.070.050 $ | -50,4 % | 1 | 6.097.050 $ | -1.114.820 $ | -15,5 % | 1 | 7.211.870 $ | +7.211.870 $ | 1 | |||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 6.831.900 $ | +6.831.900 $ | 1 | |||||||||||||
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Neutral | 6.169.300 $ | +6.169.300 $ | 1 | |||||||||||||
| VISHAY INTERTECHNOLOGY INC | VSH | → 0 | Schwach | 5.560.852 $ | +5.560.852 $ | 1 | |||||||||||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Neutral | 5.460.984 $ | +2.928.064 $ | +115,6 % | 1 | 2.532.920 $ | -2.642.080 $ | -51,1 % | 1 | 5.175.000 $ | +5.175.000 $ | 1 | |||||
| 166.548.678 $ | +53.381.988 $ | +23,0 % | 15 | 165.169.790 $ | +57.489.070 $ | +106,0 % | 13 | 137.408.631 $ | -8.970.768 $ | +37,8 % | 11 | 161.717.499 $ | +87.527.953 $ | +80,6 % | 8 | ||||