| 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 | ||||
| 94.595.517 $ | +42.169.338 $ | +97,3 % | 13 | 34.159.807 $ | +769.870 $ | +9,7 % | 6 | 22.802.013 $ | +765.589 $ | +3,8 % | 3 | 22.036.424 $ | +5.594.356 $ | +34,3 % | 3 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 16.421.907 $ | +11.998.321 $ | +271,2 % | 1 | 4.423.586 $ | +872.912 $ | +24,6 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 12.898.671 $ | +7.893.189 $ | +157,7 % | 1 | 5.005.482 $ | +1.084.220 $ | +27,6 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 11.852.089 $ | +3.002.679 $ | +33,9 % | 1 | 8.849.410 $ | -1.044.441 $ | -10,6 % | 1 | 9.893.851 $ | +454.822 $ | +4,8 % | 1 | 9.439.029 $ | +1.980.715 $ | +26,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 8.645.582 $ | +1.327.904 $ | +18,1 % | 1 | 7.317.678 $ | -964.817 $ | -11,6 % | 1 | 8.282.495 $ | +38.626 $ | +0,5 % | 1 | 8.243.869 $ | +2.607.251 $ | +46,3 % | 1 |
| KLA CORP | KLAC | → 0 | Stark | 7.723.178 $ | +4.247.014 $ | +122,2 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.715.365 $ | +1.269.053 $ | +28,5 % | 1 | 4.446.312 $ | -179.355 $ | -3,9 % | 1 | 4.625.667 $ | +272.141 $ | +6,3 % | 1 | 4.353.526 $ | +1.006.390 $ | +30,1 % | 1 |
| Vertiv Holdings Co | VRT | → 0 | Neutral | 5.100.535 $ | +1.678.475 $ | +49,0 % | 1 | ||||||||||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 4.868.318 $ | +3.443.475 $ | +241,7 % | 1 | ||||||||||||
| Palo Alto Networks Inc | PANW | → 0 | Stark | 4.469.067 $ | +2.597.171 $ | +138,7 % | 1 | ||||||||||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Schwach | 4.391.108 $ | +2.383.620 $ | +118,7 % | 1 | ||||||||||||
| CARDINAL HEALTH INC | CAH | → 0 | Stark | 4.384.391 $ | +807.549 $ | +22,6 % | 1 | ||||||||||||
| CHEVRON CORP | CVX | → 0 | Stark | 4.025.580 $ | -91.759 $ | -2,2 % | 1 | 4.117.339 $ | +1.001.351 $ | +32,1 % | 1 | ||||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 4.099.726 $ | +1.612.647 $ | +64,8 % | 1 | ||||||||||||
| 94.595.517 $ | +42.169.338 $ | +97,3 % | 13 | 34.159.807 $ | +769.870 $ | +9,7 % | 6 | 22.802.013 $ | +765.589 $ | +3,8 % | 3 | 22.036.424 $ | +5.594.356 $ | +34,3 % | 3 | ||||