| 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 | ||||
| 703.438.544 $ | +239.767.536 $ | +54,7 % | 25 | 585.262.322 $ | +315.743.362 $ | +43,4 % | 23 | 565.083.337 $ | +159.620.557 $ | +17,9 % | 24 | 519.543.500 $ | +255.899.010 $ | +34,4 % | 20 | ||||
| Arista Networks, Inc. | ANET | → 0 | Neutral | 94.682.278 $ | +9.645.922 $ | +11,3 % | 1 | 85.036.356 $ | +42.516.320 $ | +100,0 % | 1 | ||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 60.872.200 $ | +52.921.411 $ | +665,6 % | 1 | 7.950.789 $ | -3.215.075 $ | -28,8 % | 1 | 11.165.864 $ | +11.165.864 $ | 1 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 57.788.996 $ | +57.788.996 $ | 1 | |||||||||||||
| WESTERN DIGITAL CORP | WDC | → 0 | Stark | 47.008.998 $ | +11.377.705 $ | +31,9 % | 1 | 35.631.293 $ | -18.164.351 $ | -33,8 % | 1 | 53.795.644 $ | +24.936.154 $ | +86,4 % | 1 | ||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 47.515.376 $ | +36.505.139 $ | +331,6 % | 1 | 11.010.237 $ | -6.062.007 $ | -35,5 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 17.069.395 $ | -24.367.684 $ | -58,8 % | 1 | 41.437.079 $ | +331.988 $ | +0,8 % | 1 | 41.105.091 $ | -2.749.386 $ | -6,3 % | 1 | 43.854.477 $ | +43.854.477 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 40.824.850 $ | +7.100.328 $ | +21,1 % | 1 | 33.724.522 $ | -11.207.834 $ | -24,9 % | 1 | ||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 37.335.720 $ | -3.037.152 $ | -7,5 % | 1 | 40.372.872 $ | +11.586.428 $ | +40,2 % | 1 | 28.786.444 $ | +28.786.444 $ | 1 | |||||
| ONTO INNOVATION INC. | ONTO | → 0 | Neutral | 40.256.862 $ | +6.343.821 $ | +18,7 % | 1 | 33.913.041 $ | +33.913.041 $ | 1 | |||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 40.198.972 $ | +21.979.012 $ | +120,6 % | 1 | ||||||||||||
| JABIL INC | JBL | → 0 | Stark | 39.025.449 $ | +15.514.269 $ | +66,0 % | 1 | ||||||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 37.591.248 $ | +4.310.658 $ | +13,0 % | 1 | 33.280.590 $ | +22.212.489 $ | +200,7 % | 1 | 11.068.101 $ | -11.454.399 $ | -50,9 % | 1 | 22.522.500 $ | +6.100.375 $ | +37,1 % | 1 |
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 36.887.970 $ | +18.438.318 $ | +99,9 % | 1 | 18.449.652 $ | +18.449.652 $ | 1 | |||||||||
| F5, INC. | FFIV | → 0 | Stark | 34.708.895 $ | +16.493.541 $ | +90,5 % | 1 | 18.215.354 $ | +18.215.354 $ | 1 | |||||||||
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 33.775.000 $ | +4.638.738 $ | +15,9 % | 1 | 29.136.262 $ | +2.603.118 $ | +9,8 % | 1 | 26.533.144 $ | +3.858.901 $ | +17,0 % | 1 | ||||
| Sandisk Corp | SNDK | → 0 | Sehr stark | 33.288.004 $ | +5.462.404 $ | +19,6 % | 1 | 27.825.600 $ | +13.558.490 $ | +95,0 % | 1 | ||||||||
| STMicroelectronics N.V. | STM | → 0 | Stark | 31.011.949 $ | +10.547.984 $ | +51,5 % | 1 | 20.463.965 $ | +20.463.965 $ | 1 | |||||||||
| Everpure, Inc. | PSTG | → 0 | 30.799.011 $ | +30.799.011 $ | 1 | ||||||||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 19.652.968 $ | +4.991.134 $ | +34,0 % | 1 | 14.661.834 $ | -15.750.706 $ | -51,8 % | 1 | 30.412.540 $ | +2.731.846 $ | +9,9 % | 1 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 29.961.703 $ | +59.741 $ | +0,2 % | 1 | 29.901.962 $ | +11.578.631 $ | +63,2 % | 1 | 18.323.331 $ | +5.922.639 $ | +47,8 % | 1 | 12.400.692 $ | +12.400.692 $ | 1 | |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 29.846.940 $ | +11.513.820 $ | +62,8 % | 1 | 18.333.120 $ | +18.333.120 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 28.559.628 $ | +33.749 $ | +0,1 % | 1 | ||||||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 27.663.854 $ | +644.840 $ | +2,4 % | 1 | 27.019.014 $ | +5.510.682 $ | +25,6 % | 1 | 21.508.332 $ | +21.508.332 $ | 1 | |||||
| MKS INC | MKSI | → 0 | Neutral | 16.506.973 $ | -9.693.895 $ | -37,0 % | 1 | 26.200.868 $ | +26.200.868 $ | 1 | |||||||||
| Qnity Electronics, Inc. | Q | → 0 | Neutral | 25.104.496 $ | +25.104.496 $ | 1 | |||||||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 25.024.205 $ | +6.790.853 $ | +37,2 % | 1 | 18.233.352 $ | -141.588 $ | -0,8 % | 1 | 18.374.940 $ | +18.374.940 $ | 1 | |||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 23.831.344 $ | +23.831.344 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 22.813.388 $ | +11.698 $ | +0,1 % | 1 | 22.801.690 $ | +22.801.690 $ | 1 | |||||||||
| Cerebras Systems Inc. | CBRS | → 0 | Sehr schwach | 22.100.000 $ | +22.100.000 $ | 1 | |||||||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 21.798.530 $ | +21.798.530 $ | 1 | |||||||||||||
| NOKIA CORP | NOK | → 0 | Schwach | 16.696.944 $ | -4.736.088 $ | -22,1 % | 1 | 21.433.032 $ | +21.433.032 $ | 1 | |||||||||
| Motorola Solutions, Inc. | MSI | → 0 | Neutral | 11.030.102 $ | -9.646.399 $ | -46,7 % | 1 | 20.676.501 $ | +20.676.501 $ | 1 | |||||||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Schwach | 20.003.861 $ | +20.003.861 $ | 1 | |||||||||||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Neutral | 18.622.185 $ | +13.844.046 $ | +289,7 % | 1 | 4.778.139 $ | +4.778.139 $ | 1 | |||||||||
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Schwach | 10.781.923 $ | -7.671.389 $ | -41,6 % | 1 | 18.453.312 $ | +362.538 $ | +2,0 % | 1 | 18.090.774 $ | -7.882.793 $ | -30,3 % | 1 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 18.335.136 $ | +18.335.136 $ | 1 | |||||||||||||
| CoreWeave, Inc. | CRWV | → 0 | Stark | 12.800.844 $ | -4.743.326 $ | -27,0 % | 1 | 17.544.170 $ | +17.544.170 $ | 1 | |||||||||
| ALLEGRO MICROSYSTEMS, INC. | ALGM | → 0 | Neutral | 12.712.612 $ | -2.837.133 $ | -18,2 % | 1 | 15.549.745 $ | +771.669 $ | +5,2 % | 1 | 14.778.076 $ | +14.778.076 $ | 1 | |||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 14.846.006 $ | +14.846.006 $ | 1 | |||||||||||||
| Qorvo, Inc. | QRVO | → 0 | Stark | 14.727.636 $ | -2.076.053 $ | -12,4 % | 1 | ||||||||||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 14.649.549 $ | +14.649.549 $ | 1 | |||||||||||||
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 11.070.192 $ | +11.070.192 $ | 1 | |||||||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 10.900.213 $ | +819.849 $ | +8,1 % | 1 | 10.080.364 $ | +10.080.364 $ | 1 | |||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Schwach | 10.889.840 $ | +10.889.840 $ | 1 | |||||||||||||
| KLA CORP | KLAC | → 0 | Stark | 10.786.000 $ | +10.786.000 $ | 1 | |||||||||||||
| HP INC | HPQ | → 0 | Stark | 10.018.015 $ | +10.018.015 $ | 1 | |||||||||||||
| SEMTECH CORP | SMTC | → 0 | Schwach | 9.921.405 $ | +9.921.405 $ | 1 | |||||||||||||
| Nutanix, Inc. | NTNX | → 0 | Neutral | 9.600.813 $ | +9.600.813 $ | 1 | |||||||||||||
| GLOBALFOUNDRIES Inc. | GFS | → 0 | Sehr stark | 6.594.560 $ | +6.594.560 $ | 1 | |||||||||||||
| 703.438.544 $ | +239.767.536 $ | +54,7 % | 25 | 585.262.322 $ | +315.743.362 $ | +43,4 % | 23 | 565.083.337 $ | +159.620.557 $ | +17,9 % | 24 | 519.543.500 $ | +255.899.010 $ | +34,4 % | 20 | ||||