| 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 | ||||
| 1.649.592.644 $ | +778.886.626 $ | +80,7 % | 13 | 1.107.444.142 $ | +20.936.802 $ | +377,4 % | 10 | 1.283.811.262 $ | +142.562.735 $ | +6,5 % | 9 | 1.282.289.206 $ | +163.825.722 $ | +4,0 % | 16 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 370.873.894 $ | -54.429.066 $ | -12,8 % | 1 | 425.302.960 $ | +19.411.447 $ | +4,8 % | 1 | 405.891.513 $ | +181.749.769 $ | +81,1 % | 1 | 224.141.744 $ | +60.680.052 $ | +37,1 % | 1 |
| INTEL CORP | INTC | → 0 | Neutral | 258.230.325 $ | +258.230.325 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 216.862.944 $ | -7.364.705 $ | -3,3 % | 1 | 224.227.649 $ | -12.911.763 $ | -5,4 % | 1 | 237.139.412 $ | +917.751 $ | +0,4 % | 1 | 236.221.661 $ | +35.945.480 $ | +17,9 % | 1 |
| Sandisk Corp | SNDK | → 0 | Sehr stark | 175.704.759 $ | +175.704.759 $ | 1 | |||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 170.358.198 $ | +145.685.743 $ | +590,5 % | 1 | 24.672.455 $ | +24.672.455 $ | 1 | |||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 146.062.267 $ | +146.062.267 $ | 1 | |||||||||||||
| BANK MONTREAL MEDIUM | → 0 | 105.923.768 $ | -38.708.082 $ | -26,8 % | 1 | 144.631.850 $ | +15.153.921 $ | +11,7 % | 1 | ||||||||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 130.809.158 $ | +130.809.158 $ | 1 | |||||||||||||
| PROSHARES TRUST | → 0 | 81.762.155 $ | -44.852.305 $ | -35,4 % | 1 | 126.614.460 $ | +2.449.672 $ | +2,0 % | 1 | 124.164.788 $ | +19.576.986 $ | +18,7 % | 1 | ||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 135.752 $ | -78.115.612 $ | -99,8 % | 1 | 78.251.364 $ | -12.126.178 $ | -13,4 % | 1 | 90.377.542 $ | -9.068.525 $ | -9,1 % | 1 | 99.446.067 $ | -629.342 $ | -0,6 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 93.593.527 $ | -5.573.698 $ | -5,6 % | 1 | 99.167.225 $ | +3.811.738 $ | +4,0 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 87.373.806 $ | -5.479.433 $ | -5,9 % | 1 | 92.853.239 $ | +6.787.790 $ | +7,9 % | 1 | 86.065.449 $ | +16.629.356 $ | +23,9 % | 1 | ||||
| Tesla, Inc. | TSLA | → 0 | Schwach | 74.144.050 $ | -14.874.426 $ | -16,7 % | 1 | 89.018.476 $ | +989.710 $ | +1,1 % | 1 | 88.028.766 $ | +25.071.095 $ | +39,8 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 65.565.107 $ | -5.309.429 $ | -7,5 % | 1 | 70.874.536 $ | +68.661.163 $ | +3.102,1 % | 1 | 2.213.373 $ | +416.175 $ | +23,2 % | 1 | ||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 53.388.668 $ | +53.388.668 $ | 1 | |||||||||||||
| Coinbase Global, Inc. | COIN | → 0 | Neutral | 52.873.545 $ | -2.106.069 $ | -3,8 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 14.275.850 $ | -23.533.485 $ | -62,2 % | 1 | 37.809.335 $ | -4.589.990 $ | -10,8 % | 1 | 42.399.325 $ | +3.018.348 $ | +7,7 % | 1 | 39.380.977 $ | -39.416.232 $ | -50,0 % | 1 |
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 39.499.866 $ | +39.499.866 $ | 1 | |||||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 24.911.479 $ | +15.343.760 $ | +160,4 % | 1 | 9.567.719 $ | +9.567.719 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 22.414.243 $ | +22.414.243 $ | 1 | |||||||||||||
| NETFLIX INC | NFLX | → 0 | Neutral | 14.607.641 $ | -42.653.558 $ | -74,5 % | 1 | ||||||||||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 12.626.358 $ | +12.626.358 $ | 1 | |||||||||||||
| BITMINE IMMERSION TECHNOLOGIES, INC. | BMNR | → 0 | Neutral | 9.652.177 $ | +9.652.177 $ | 1 | |||||||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 3.025.832 $ | +3.025.832 $ | 1 | |||||||||||||
| 1.649.592.644 $ | +778.886.626 $ | +80,7 % | 13 | 1.107.444.142 $ | +20.936.802 $ | +377,4 % | 10 | 1.283.811.262 $ | +142.562.735 $ | +6,5 % | 9 | 1.282.289.206 $ | +163.825.722 $ | +4,0 % | 16 | ||||