| 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 | ||||
| 222.898.324 $ | +120.078.841 $ | +87,0 % | 62 | 93.718.361 $ | -2.510.039 $ | -9,9 % | 26 | 168.333.616 $ | +168.333.616 $ | 73 | |||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 13.433.183 $ | +6.157.640 $ | +84,6 % | 1 | 7.275.543 $ | +1.438.684 $ | +24,6 % | 1 | 5.836.859 $ | +5.836.859 $ | 1 | |
| AppLovin Corp | APP | → 0 | Neutral | 13.100.238 $ | +5.190.784 $ | +65,6 % | 1 | 7.909.454 $ | +2.295.186 $ | +40,9 % | 1 | 5.614.268 $ | +5.614.268 $ | 1 | |
| TransMedics Group, Inc. | TMDX | → 0 | Neutral | 12.702.161 $ | +348.679 $ | +2,8 % | 1 | 12.353.482 $ | +3.283.015 $ | +36,2 % | 1 | 9.070.467 $ | +9.070.467 $ | 1 | |
| Nebius Group N.V. | NBIS | → 0 | Neutral | 12.329.610 $ | +3.053.570 $ | +32,9 % | 1 | 9.276.040 $ | +2.088.532 $ | +29,1 % | 1 | 7.187.508 $ | +7.187.508 $ | 1 | |
| Hims & Hers Health, Inc. | HIMS | → 0 | Neutral | 11.787.037 $ | +6.384.309 $ | +118,2 % | 1 | 5.402.728 $ | -690.495 $ | -11,3 % | 1 | 6.093.223 $ | +6.093.223 $ | 1 | |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Neutral | 11.100.727 $ | +6.532.825 $ | +143,0 % | 1 | 4.567.902 $ | -378.748 $ | -7,7 % | 1 | 4.946.650 $ | +4.946.650 $ | 1 | |
| HARROW, INC. | HROW | → 0 | Neutral | 9.002.833 $ | +3.928.108 $ | +77,4 % | 1 | 5.074.725 $ | +471.028 $ | +10,2 % | 1 | 4.603.697 $ | +4.603.697 $ | 1 | |
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 8.634.320 $ | +6.988.706 $ | +424,7 % | 1 | 1.645.614 $ | +1.645.614 $ | 1 | |||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 7.549.991 $ | +3.007.855 $ | +66,2 % | 1 | 4.542.136 $ | +2.070.639 $ | +83,8 % | 1 | 2.471.497 $ | +2.471.497 $ | 1 | |
| Nu Holdings Ltd. | NU | → 0 | Neutral | 6.924.849 $ | +2.761.113 $ | +66,3 % | 1 | 4.163.736 $ | +1.509.843 $ | +56,9 % | 1 | 2.653.893 $ | +2.653.893 $ | 1 | |
| Coupang, Inc. | CPNG | → 0 | Schwach | 1.377.736 $ | -3.916.877 $ | -74,0 % | 1 | 5.294.613 $ | -1.440.639 $ | -21,4 % | 1 | 6.735.252 $ | +6.735.252 $ | 1 | |
| IREN Ltd | IREN | → 0 | Neutral | 5.645.643 $ | +1.579.555 $ | +38,8 % | 1 | 4.066.088 $ | -2.010.501 $ | -33,1 % | 1 | 6.076.589 $ | +6.076.589 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 5.323.585 $ | +4.275.267 $ | +407,8 % | 1 | 1.048.318 $ | +1.048.318 $ | 1 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 5.290.518 $ | +2.299.534 $ | +76,9 % | 1 | 2.990.984 $ | -1.994.659 $ | -40,0 % | 1 | 4.985.643 $ | +4.985.643 $ | 1 | |
| Shift4 Payments, Inc. | FOUR | → 0 | Neutral | 5.218.387 $ | +5.218.387 $ | 1 | |||||||||
| Sea Ltd | SE | → 0 | 4.323.850 $ | +1.197.690 $ | +38,3 % | 1 | 3.126.160 $ | -1.923.826 $ | -38,1 % | 1 | 5.049.986 $ | +5.049.986 $ | 1 | ||
| VS Trust | SVIX | → 0 | 5.031.229 $ | +5.031.229 $ | 1 | ||||||||||
| ClearPoint Neuro, Inc. | CLPT | → 0 | Schwach | 2.062.304 $ | +1.190.160 $ | +136,5 % | 1 | 872.144 $ | -4.099.291 $ | -82,5 % | 1 | 4.971.435 $ | +4.971.435 $ | 1 | |
| Celsius Holdings, Inc. | CELH | → 0 | Schwach | 1.168.498 $ | -3.431.985 $ | -74,6 % | 1 | 4.600.483 $ | +4.600.483 $ | 1 | |||||
| On Holding AG | ONON | → 0 | 1.997.859 $ | -2.453.717 $ | -55,1 % | 1 | 4.451.576 $ | +4.451.576 $ | 1 | ||||||
| Forgent Power Solutions, Inc. | FPS | → 0 | 4.335.686 $ | +4.335.686 $ | 1 | ||||||||||
| PROCEPT BioRobotics Corp | PRCT | → 0 | Schwach | 3.260.733 $ | +1.251.455 $ | +62,3 % | 1 | 2.009.278 $ | -1.750.916 $ | -46,6 % | 1 | 3.760.194 $ | +3.760.194 $ | 1 | |
| SharonAI Holdings Inc. | SHAZ | → 0 | Sehr schwach | 3.529.814 $ | +3.529.814 $ | 1 | |||||||||
| MP Materials Corp. / DE | MP | → 0 | Schwach | 3.443.103 $ | +1.046.849 $ | +43,7 % | 1 | 2.396.254 $ | -552.902 $ | -18,7 % | 1 | 2.949.156 $ | +2.949.156 $ | 1 | |
| Boost Run Inc. | BRUN | → 0 | 3.439.769 $ | +3.439.769 $ | 1 | ||||||||||
| Zeta Global Holdings Corp. | ZETA | → 0 | Neutral | 3.319.859 $ | +242.227 $ | +7,9 % | 1 | 3.077.632 $ | +3.077.632 $ | 1 | |||||
| Ouster, Inc. | OUST | → 0 | Sehr schwach | 2.878.608 $ | +2.878.608 $ | 1 | |||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 2.794.257 $ | +2.794.257 $ | 1 | |||||||||
| Ondas Inc. | ONDS | → 0 | Sehr schwach | 2.720.148 $ | +1.281.938 $ | +89,1 % | 1 | 1.438.210 $ | -651.396 $ | -31,2 % | 1 | 2.089.606 $ | +2.089.606 $ | 1 | |
| Rubrik, Inc. | RBRK | → 0 | Neutral | 2.714.026 $ | +1.071.924 $ | +65,3 % | 1 | 1.642.102 $ | +1.642.102 $ | 1 | |||||
| Zscaler, Inc. | ZS | → 0 | Neutral | 1.884.494 $ | -716.256 $ | -27,5 % | 1 | 2.600.750 $ | +2.600.750 $ | 1 | |||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Sehr schwach | 2.538.442 $ | +2.538.442 $ | 1 | |||||||||
| Bloom Energy Corp | BE | → 0 | Neutral | 2.524.518 $ | +2.524.518 $ | 1 | |||||||||
| Cipher Digital Inc. | CIFR | → 0 | Sehr schwach | 2.410.334 $ | +1.286.744 $ | +114,5 % | 1 | 1.123.590 $ | +1.123.590 $ | 1 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 2.348.510 $ | +1.356.916 $ | +136,8 % | 1 | 991.594 $ | -200.426 $ | -16,8 % | 1 | 1.192.020 $ | +1.192.020 $ | 1 | |
| AMBARELLA INC | AMBA | → 0 | Schwach | 2.343.033 $ | +2.343.033 $ | 1 | |||||||||
| CoreWeave, Inc. | CRWV | → 0 | Neutral | 2.326.548 $ | +2.326.548 $ | 1 | |||||||||
| FTAI Finance Holdco Ltd. | → 0 | 2.242.909 $ | +2.242.909 $ | 1 | |||||||||||
| Rocket Companies, Inc. | RKT | → 0 | Schwach | 2.222.489 $ | +2.222.489 $ | 1 | |||||||||
| Planet Labs PBC | PL | → 0 | Neutral | 2.181.577 $ | +2.181.577 $ | 1 | |||||||||
| MongoDB, Inc. | MDB | → 0 | Schwach | 2.131.957 $ | +1.009.286 $ | +89,9 % | 1 | 1.122.671 $ | +1.122.671 $ | 1 | |||||
| COHERENT CORP. | COHR | → 0 | Neutral | 2.092.269 $ | +1.206.604 $ | +136,2 % | 1 | 885.665 $ | +885.665 $ | 1 | |||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 2.078.975 $ | +1.070.201 $ | +106,1 % | 1 | 1.008.774 $ | +1.008.774 $ | 1 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 2.022.148 $ | +1.196.347 $ | +144,9 % | 1 | 825.801 $ | +825.801 $ | 1 | |||||
| AST SpaceMobile, Inc. | ASTS | → 0 | Neutral | 1.945.590 $ | +1.945.590 $ | 1 | |||||||||
| Oscar Health, Inc. | OSCR | → 0 | Neutral | 1.890.819 $ | +1.890.819 $ | 1 | |||||||||
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 1.879.712 $ | +1.879.712 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 1.821.982 $ | +1.821.982 $ | 1 | |||||||||
| MGM Resorts International | MGM | → 0 | Neutral | 1.816.876 $ | +1.816.876 $ | 1 | |||||||||
| INTEL CORP | INTC | → 0 | Neutral | 1.808.208 $ | +1.808.208 $ | 1 | |||||||||
| Fluence Energy, Inc. | FLNC | → 0 | Schwach | 1.756.895 $ | +662.942 $ | +60,6 % | 1 | 1.093.953 $ | +1.093.953 $ | 1 | |||||
| T1 Energy Inc. | TE | → 0 | Neutral | 1.737.602 $ | +1.737.602 $ | 1 | |||||||||
| Destiny Tech100 Inc. | DXYZ | → 0 | 1.728.599 $ | +1.728.599 $ | 1 | ||||||||||
| LIGHTPATH TECHNOLOGIES INC | LPTH | → 0 | Schwach | 1.700.318 $ | +1.700.318 $ | 1 | |||||||||
| Global-E Online Ltd. | GLBE | → 0 | 1.660.612 $ | +1.660.612 $ | 1 | ||||||||||
| Root, Inc. | ROOT | → 0 | Neutral | 1.640.921 $ | +1.640.921 $ | 1 | |||||||||
| New ERA Energy & Digital, Inc. | NUAI | → 0 | Sehr schwach | 1.608.194 $ | +1.608.194 $ | 1 | |||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 1.564.240 $ | +1.564.240 $ | 1 | |||||||||
| LENNAR CORP /NEW/ | LEN | → 0 | Neutral | 1.481.140 $ | +1.481.140 $ | 1 | |||||||||
| Keel Infrastructure Corp. | BITF | → 0 | 1.478.067 $ | +1.478.067 $ | 1 | ||||||||||
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 1.459.841 $ | +1.459.841 $ | 1 | |||||||||
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 1.451.606 $ | +1.451.606 $ | 1 | |||||||||
| HARMONIC INC. | HLIT | → 0 | Neutral | 1.385.992 $ | +1.385.992 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 1.378.837 $ | +1.378.837 $ | 1 | |||||||||
| SPROTT FUNDS TRUST | → 0 | 1.359.839 $ | +1.359.839 $ | 1 | |||||||||||
| ASE Technology Holding Co., Ltd. | ASX | → 0 | 1.358.518 $ | +1.358.518 $ | 1 | ||||||||||
| AeroVironment Inc | AVAV | → 0 | Sehr schwach | 1.355.068 $ | +1.355.068 $ | 1 | |||||||||
| Fastly, Inc. | FSLY | → 0 | Neutral | 1.344.448 $ | +1.344.448 $ | 1 | |||||||||
| Solaris Energy Infrastructure, Inc. | SEI | → 0 | Schwach | 1.294.101 $ | +1.294.101 $ | 1 | |||||||||
| MONEY CONCEPTS CAPITAL CORP | → 0 | 1.286.000 $ | +1.286.000 $ | 1 | |||||||||||
| MKS INC | MKSI | → 0 | Neutral | 1.281.756 $ | +1.281.756 $ | 1 | |||||||||
| Tempus AI, Inc. | TEM | → 0 | Sehr schwach | 1.277.547 $ | +1.277.547 $ | 1 | |||||||||
| Galaxy Digital Inc. | GLXY | → 0 | Sehr schwach | 1.261.796 $ | +275.675 $ | +28,0 % | 1 | 986.121 $ | +986.121 $ | 1 | |||||
| Alphatec Holdings, Inc. | ATEC | → 0 | Neutral | 1.244.311 $ | +134.956 $ | +12,2 % | 1 | 1.109.355 $ | +1.109.355 $ | 1 | |||||
| TWILIO INC | TWLO | → 0 | Neutral | 1.243.138 $ | +1.243.138 $ | 1 | |||||||||
| Butterfly Network, Inc. | BFLY | → 0 | Sehr schwach | 1.224.251 $ | +1.224.251 $ | 1 | |||||||||
| Dave Inc./DE | DAVE | → 0 | Neutral | 1.171.923 $ | +1.171.923 $ | 1 | |||||||||
| ACM Research, Inc. | ACMR | → 0 | Schwach | 1.163.420 $ | +1.163.420 $ | 1 | |||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Stark | 1.143.280 $ | +1.143.280 $ | 1 | |||||||||
| PHOTRONICS INC | PLAB | → 0 | Stark | 1.136.096 $ | +1.136.096 $ | 1 | |||||||||
| Eos Energy Enterprises, Inc. | EOSE | → 0 | Sehr schwach | 1.115.356 $ | +1.115.356 $ | 1 | |||||||||
| Churchill Capital Corp XI | CCXI | → 0 | Neutral | 1.112.978 $ | +1.112.978 $ | 1 | |||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 1.087.124 $ | +1.087.124 $ | 1 | |||||||||
| CLEANSPARK, INC. | CLSK | → 0 | Schwach | 1.085.750 $ | +1.085.750 $ | 1 | |||||||||
| Blue Moon Metals Inc. | BMM | → 0 | 1.077.066 $ | +1.077.066 $ | 1 | ||||||||||
| ASPEN AEROGELS INC | ASPN | → 0 | Neutral | 1.052.763 $ | +1.052.763 $ | 1 | |||||||||
| dLocal Ltd | DLO | → 0 | 1.040.308 $ | +1.040.308 $ | 1 | ||||||||||
| CORBYN INVESTMENT MANAGEMENT INC/MD | → 0 | 1.023.464 $ | +1.023.464 $ | 1 | |||||||||||
| CAMECO CORP | CCJ | → 0 | 977.143 $ | +79.077 $ | +8,8 % | 1 | 898.066 $ | +898.066 $ | 1 | ||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 974.550 $ | +974.550 $ | 1 | |||||||||
| Gitlab Inc. | GTLB | → 0 | Schwach | 917.196 $ | +917.196 $ | 1 | |||||||||
| RAMBUS INC | RMBS | → 0 | Neutral | 912.743 $ | +912.743 $ | 1 | |||||||||
| Samsara Inc. | IOT | → 0 | Schwach | 911.561 $ | +911.561 $ | 1 | |||||||||
| Fiverr International Ltd. | FVRR | → 0 | 909.335 $ | +909.335 $ | 1 | ||||||||||
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 906.597 $ | +906.597 $ | 1 | |||||||||
| Roblox Corp | RBLX | → 0 | Schwach | 906.077 $ | +906.077 $ | 1 | |||||||||
| Talen Energy Corp | TLN | → 0 | Schwach | 901.865 $ | +901.865 $ | 1 | |||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 770.436 $ | -117.962 $ | -13,3 % | 1 | 888.398 $ | +888.398 $ | 1 | |||||
| SoFi Technologies, Inc. | SOFI | → 0 | Schwach | 886.660 $ | +886.660 $ | 1 | |||||||||
| Riot Platforms, Inc. | RIOT | → 0 | Sehr schwach | 872.076 $ | +872.076 $ | 1 | |||||||||
| LITHIUM AMERICAS CORP. | LAC | → 0 | Sehr schwach | 820.116 $ | +820.116 $ | 1 | |||||||||
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 789.480 $ | +789.480 $ | 1 | |||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 782.710 $ | +782.710 $ | 1 | |||||||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 771.465 $ | +771.465 $ | 1 | |||||||||
| Duolingo, Inc. | DUOL | → 0 | Neutral | 762.548 $ | +762.548 $ | 1 | |||||||||
| AXT INC | AXTI | → 0 | Schwach | 728.278 $ | +728.278 $ | 1 | |||||||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 522.403 $ | +522.403 $ | 1 | |||||||||
| iSHARES TRUST | → 0 | 154.063 $ | +154.063 $ | 1 | |||||||||||
| 222.898.324 $ | +120.078.841 $ | +87,0 % | 62 | 93.718.361 $ | -2.510.039 $ | -9,9 % | 26 | 168.333.616 $ | +168.333.616 $ | 73 | |||||