| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 44.284.439 $ | +40.632.029 $ | +616,5 % | 22 | 33.115.576 $ | +17.094.062 $ | +31,6 % | 29 | 23.666.561 $ | +23.666.561 $ | 29 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 7.022.875 $ | -835.976 $ | -10,6 % | 1 | 7.858.851 $ | +7.858.851 $ | 1 | |||||
| Red Cat Holdings, Inc. | RCAT | → 0 | Neutral | 6.583.595 $ | +6.583.595 $ | 1 | |||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 3.837.789 $ | -1.030.901 $ | -21,2 % | 1 | 4.868.690 $ | +4.868.690 $ | 1 | |||||
| FUELCELL ENERGY INC | FCEL | → 0 | Sehr schwach | 4.523.640 $ | +4.523.640 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 2.643.633 $ | +2.643.633 $ | 1 | |||||||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 2.564.924 $ | +1.817.884 $ | +243,3 % | 1 | 747.040 $ | +747.040 $ | 1 | |||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 2.393.272 $ | +2.393.272 $ | 1 | |||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 2.372.090 $ | +2.372.090 $ | 1 | |||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 2.258.933 $ | +2.258.933 $ | 1 | |||||||||
| Intuitive Machines, Inc. | LUNR | → 0 | Schwach | 2.240.149 $ | +2.165.872 $ | +2.915,9 % | 1 | 74.277 $ | -393.919 $ | -84,1 % | 1 | 468.196 $ | +468.196 $ | 1 | |
| Dell Technologies Inc. | DELL | → 0 | Stark | 2.233.070 $ | +2.233.070 $ | 1 | |||||||||
| INTEL CORP | INTC | → 0 | Neutral | 2.207.100 $ | +2.207.100 $ | 1 | |||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 2.084.067 $ | +1.656.075 $ | +386,9 % | 1 | 427.992 $ | +427.992 $ | 1 | |||||
| Moderna, Inc. | MRNA | → 0 | Neutral | 2.081.551 $ | +2.081.551 $ | 1 | |||||||||
| Enphase Energy, Inc. | ENPH | → 0 | Neutral | 2.068.340 $ | +1.648.508 $ | +392,7 % | 1 | 419.832 $ | +419.832 $ | 1 | |||||
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 2.016.148 $ | +2.016.148 $ | 1 | ||||||||||
| Tempus AI, Inc. | TEM | → 0 | Sehr schwach | 2.004.128 $ | +2.004.128 $ | 1 | |||||||||
| Hims & Hers Health, Inc. | HIMS | → 0 | Neutral | 1.959.876 $ | +1.959.876 $ | 1 | |||||||||
| Sunrun Inc. | RUN | → 0 | Schwach | 1.924.962 $ | +1.487.917 $ | +340,4 % | 1 | 437.045 $ | +437.045 $ | 1 | |||||
| Core Scientific, Inc./tx | CORZ | → 0 | Schwach | 1.862.206 $ | +1.427.006 $ | +327,9 % | 1 | 435.200 $ | +435.200 $ | 1 | |||||
| HECLA MINING CO/DE/ | HL | → 0 | Neutral | 1.853.946 $ | +1.432.954 $ | +340,4 % | 1 | 420.992 $ | +420.992 $ | 1 | |||||
| CLEANSPARK, INC. | CLSK | → 0 | Schwach | 1.825.414 $ | +1.825.414 $ | 1 | |||||||||
| Firefly Aerospace Inc. | FLY | → 0 | Schwach | 1.037.232 $ | +1.037.232 $ | 1 | |||||||||
| Affirm Holdings, Inc. | AFRM | → 0 | Sehr schwach | 848.360 $ | +848.360 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 832.161 $ | +832.161 $ | 1 | |||||||||
| Fastly, Inc. | FSLY | → 0 | Neutral | 820.440 $ | +820.440 $ | 1 | |||||||||
| Lemonade, Inc. | LMND | → 0 | Schwach | 777.316 $ | +777.316 $ | 1 | |||||||||
| Upstart Holdings, Inc. | UPST | → 0 | Sehr schwach | 775.137 $ | +775.137 $ | 1 | |||||||||
| Sable Offshore Corp. | SOC | → 0 | Schwach | 762.929 $ | +762.929 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 760.786 $ | +760.786 $ | 1 | |||||||||
| SOLAREDGE TECHNOLOGIES, INC. | SEDG | → 0 | Neutral | 753.637 $ | +753.637 $ | 1 | |||||||||
| TERAWULF INC. | WULF | → 0 | Schwach | 747.114 $ | +747.114 $ | 1 | |||||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 736.862 $ | +736.862 $ | 1 | |||||||||
| Applied Digital Corp. | APLD | → 0 | Neutral | 736.358 $ | +736.358 $ | 1 | |||||||||
| Venture Global, Inc. | VG | → 0 | Neutral | 733.901 $ | +733.901 $ | 1 | |||||||||
| Planet Labs PBC | PL | → 0 | Neutral | 716.646 $ | +716.646 $ | 1 | |||||||||
| Walmart Inc. | WMT | → 0 | Stark | 582.820 $ | -107.212 $ | -15,5 % | 1 | 690.032 $ | +515.035 $ | +294,3 % | 1 | 174.997 $ | +174.997 $ | 1 | |
| Coinbase Global, Inc. | COIN | → 0 | Neutral | 676.394 $ | +149.298 $ | +28,3 % | 1 | 527.096 $ | +527.096 $ | 1 | |||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 613.484 $ | +366.961 $ | +148,9 % | 1 | 246.523 $ | +246.523 $ | 1 | |||||
| Strategy Inc | MSTR | → 0 | Schwach | 594.096 $ | +33.804 $ | +6,0 % | 1 | 560.292 $ | +560.292 $ | 1 | |||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 451.877 $ | +451.877 $ | 1 | |||||||||
| AST SpaceMobile, Inc. | ASTS | → 0 | Neutral | 62.033 $ | -379.405 $ | -85,9 % | 1 | 441.438 $ | +441.438 $ | 1 | |||||
| Oklo Inc. | OKLO | → 0 | Schwach | 429.990 $ | +429.990 $ | 1 | |||||||||
| Unity Software Inc. | U | → 0 | Schwach | 425.500 $ | +425.500 $ | 1 | |||||||||
| IonQ, Inc. | IONQ | → 0 | Schwach | 425.430 $ | +425.430 $ | 1 | |||||||||
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 425.024 $ | +425.024 $ | 1 | |||||||||
| Viking Therapeutics, Inc. | VKTX | → 0 | Neutral | 423.863 $ | +423.863 $ | 1 | |||||||||
| Bloom Energy Corp | BE | → 0 | Neutral | 422.602 $ | +422.602 $ | 1 | |||||||||
| Joby Aviation, Inc. | JOBY | → 0 | Sehr schwach | 418.840 $ | +418.840 $ | 1 | |||||||||
| Rivian Automotive, Inc. / DE | RIVN | → 0 | Schwach | 418.696 $ | +418.696 $ | 1 | |||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 417.703 $ | +417.703 $ | 1 | |||||||||
| Coeur Mining, Inc. | CDE | → 0 | Stark | 415.989 $ | +415.989 $ | 1 | |||||||||
| Riot Platforms, Inc. | RIOT | → 0 | Sehr schwach | 414.352 $ | +414.352 $ | 1 | |||||||||
| URANIUM ENERGY CORP | UEC | → 0 | Neutral | 414.120 $ | +414.120 $ | 1 | |||||||||
| CoreWeave, Inc. | CRWV | → 0 | Neutral | 375.508 $ | +146.711 $ | +64,1 % | 1 | 228.797 $ | +228.797 $ | 1 | |||||
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 275.955 $ | -93.475 $ | -25,3 % | 1 | 369.430 $ | +369.430 $ | 1 | |||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 369.309 $ | +92.105 $ | +33,2 % | 1 | 277.204 $ | +277.204 $ | 1 | |||||
| CORBYN INVESTMENT MANAGEMENT INC/MD | → 0 | 311.166 $ | +311.166 $ | 1 | |||||||||||
| Bitdeer Technologies Group | BTDR | → 0 | 273.004 $ | +273.004 $ | 1 | ||||||||||
| Unusual Machines, Inc. | UMAC | → 0 | Schwach | 82.460 $ | +82.460 $ | 1 | |||||||||
| Babcock & Wilcox Enterprises, Inc. | BW | → 0 | Sehr schwach | 71.850 $ | +71.850 $ | 1 | |||||||||
| 44.284.439 $ | +40.632.029 $ | +616,5 % | 22 | 33.115.576 $ | +17.094.062 $ | +31,6 % | 29 | 23.666.561 $ | +23.666.561 $ | 29 | |||||