| 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 | ||||
| 3.799.508.856 $ | +1.757.177.450 $ | +149,0 % | 9 | 1.632.838.493 $ | -258.019.711 $ | -13,5 % | 5 | 1.890.858.204 $ | +90.970.479 $ | +6,6 % | 5 | 2.073.079.598 $ | +347.036.689 $ | +22,5 % | 6 | ||||
| Sandisk Corp | SNDK | → 0 | Stark | 740.512.933 $ | +531.573.750 $ | +254,4 % | 1 | ||||||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 517.208.491 $ | +365.430.492 $ | +240,8 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 467.558.707 $ | +55.887.332 $ | +13,6 % | 1 | 411.671.375 $ | -49.339.654 $ | -10,7 % | 1 | 461.011.029 $ | -1.589.079 $ | -0,3 % | 1 | 462.600.108 $ | +77.761.114 $ | +20,2 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 437.775.554 $ | +83.351.654 $ | +23,5 % | 1 | 354.423.900 $ | -56.547.394 $ | -13,8 % | 1 | 410.971.294 $ | +108.976.086 $ | +36,1 % | 1 | 301.995.208 $ | +103.743.231 $ | +52,3 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 412.026.359 $ | +42.416.754 $ | +11,5 % | 1 | 369.609.605 $ | -35.633.883 $ | -8,8 % | 1 | 405.243.488 $ | +17.812.485 $ | +4,6 % | 1 | 387.431.003 $ | +79.188.929 $ | +25,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 240.280.678 $ | -106.576.422 $ | -30,7 % | 1 | 346.857.100 $ | -44.553.572 $ | -11,4 % | 1 | 391.410.672 $ | +18.737.172 $ | +5,0 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 359.683.206 $ | +292.524.657 $ | +435,6 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 298.312.607 $ | +157.268.590 $ | +111,5 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 295.835.235 $ | +38.982.300 $ | +15,2 % | 1 | 256.852.935 $ | -9.922.358 $ | -3,7 % | 1 | 266.775.293 $ | +10.324.559 $ | +4,0 % | 1 | 256.450.734 $ | +4.082.029 $ | +1,6 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 273.191.873 $ | +63.524.214 $ | +30,3 % | 1 | ||||||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 270.595.764 $ | +189.741.921 $ | +234,7 % | 1 | ||||||||||||
| 3.799.508.856 $ | +1.757.177.450 $ | +149,0 % | 9 | 1.632.838.493 $ | -258.019.711 $ | -13,5 % | 5 | 1.890.858.204 $ | +90.970.479 $ | +6,6 % | 5 | 2.073.079.598 $ | +347.036.689 $ | +22,5 % | 6 | ||||