| 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 | ||||
| 1.427.794.236 $ | +931.022.644 $ | +176,5 % | 17 | 581.753.878 $ | +235.941.673 $ | +75,6 % | 17 | 350.839.842 $ | +350.839.842 $ | 14 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 313.042.294 $ | +234.241.114 $ | +297,3 % | 1 | 78.801.180 $ | +21.719.180 $ | +38,0 % | 1 | 57.082.000 $ | +57.082.000 $ | 1 | |
| INTEL CORP | INTC | → 0 | Neutral | 198.427.914 $ | +133.292.034 $ | +204,6 % | 1 | 65.135.880 $ | +26.390.880 $ | +68,1 % | 1 | 38.745.000 $ | +38.745.000 $ | 1 | |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 181.614.000 $ | +130.563.630 $ | +255,8 % | 1 | 51.050.370 $ | +51.050.370 $ | 1 | |||||
| QUALCOMM INC/DE | QCOM | → 0 | Stark | 147.314.588 $ | +147.314.588 $ | 1 | |||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 93.674.700 $ | +57.111.314 $ | +156,2 % | 1 | 36.563.386 $ | +9.822.696 $ | +36,7 % | 1 | 26.740.690 $ | +26.740.690 $ | 1 | |
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 54.653.774 $ | +10.864.114 $ | +24,8 % | 1 | 43.789.660 $ | -47.309.294 $ | -51,9 % | 1 | 91.098.954 $ | +91.098.954 $ | 1 | |
| TERADYNE, INC | TER | → 0 | Neutral | 86.209.644 $ | +33.586.512 $ | +63,8 % | 1 | 52.623.132 $ | +30.170.172 $ | +134,4 % | 1 | 22.452.960 $ | +22.452.960 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 75.550.001 $ | +75.550.001 $ | 1 | |||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 46.978.636 $ | +16.581.054 $ | +54,5 % | 1 | 30.397.582 $ | +13.868.245 $ | +83,9 % | 1 | 16.529.337 $ | +16.529.337 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 44.930.498 $ | +7.630.498 $ | +20,5 % | 1 | 37.300.000 $ | +37.300.000 $ | 1 | |||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Schwach | 42.974.140 $ | +15.048.205 $ | +53,9 % | 1 | 27.925.935 $ | +27.925.935 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 40.883.128 $ | +27.029.925 $ | +195,1 % | 1 | 13.853.203 $ | +9.784.203 $ | +240,5 % | 1 | 4.069.000 $ | +4.069.000 $ | 1 | |
| PTC INC. | PTC | → 0 | Neutral | 38.075.483 $ | -1.808.751 $ | -4,5 % | 1 | 39.884.234 $ | +13.752.734 $ | +52,6 % | 1 | 26.131.500 $ | +26.131.500 $ | 1 | |
| Autodesk, Inc. | ADSK | → 0 | Neutral | 30.906.540 $ | +30.906.540 $ | 1 | |||||||||
| ENTEGRIS INC | ENTG | → 0 | Schwach | 29.335.166 $ | +14.199.482 $ | +93,8 % | 1 | 15.135.684 $ | +15.135.684 $ | 1 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 24.151.000 $ | -881.640 $ | -3,5 % | 1 | 25.032.640 $ | +14.052.880 $ | +128,0 % | 1 | 10.979.760 $ | +10.979.760 $ | 1 | |
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Schwach | 24.404.768 $ | +9.975.950 $ | +69,1 % | 1 | 14.428.818 $ | +5.599.218 $ | +63,4 % | 1 | 8.829.600 $ | +8.829.600 $ | 1 | |
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Neutral | 23.875.000 $ | +21.725.112 $ | +1.010,5 % | 1 | 2.149.888 $ | -523.112 $ | -19,6 % | 1 | 2.673.000 $ | +2.673.000 $ | 1 | |
| BENTLEY SYSTEMS INC | BSY | → 0 | Schwach | 9.145.248 $ | +5.964.844 $ | +187,5 % | 1 | 3.180.404 $ | +3.180.404 $ | 1 | |||||
| Cerebras Systems Inc. | CBRS | → 0 | Sehr schwach | 6.630.000 $ | +6.630.000 $ | 1 | |||||||||
| Atlassian Corp | TEAM | → 0 | Schwach | 5.027.637 $ | +5.027.637 $ | 1 | |||||||||
| 1.427.794.236 $ | +931.022.644 $ | +176,5 % | 17 | 581.753.878 $ | +235.941.673 $ | +75,6 % | 17 | 350.839.842 $ | +350.839.842 $ | 14 | |||||