| 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 | ||||
| 55.834.480 $ | +20.895.286 $ | -12,4 % | 6 | 87.538.021 $ | +47.284.744 $ | +113,4 % | 10 | 72.608.108 $ | +72.608.108 $ | 9 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 16.592.591 $ | +11.522.588 $ | +227,3 % | 1 | 5.070.003 $ | +5.070.003 $ | 1 | |||||
| MKS INC | MKSI | → 0 | Neutral | 13.280.838 $ | -3.042.107 $ | -18,6 % | 1 | 16.322.945 $ | +9.366.691 $ | +134,7 % | 1 | 6.956.254 $ | +6.956.254 $ | 1 | |
| Kanzhun Ltd | BZ | → 0 | Stark | 11.472.859 $ | +1.371.121 $ | +13,6 % | 1 | 10.101.738 $ | +496.440 $ | +5,2 % | 1 | 9.605.298 $ | +9.605.298 $ | 1 | |
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 10.217.503 $ | +10.217.503 $ | 1 | |||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 4.791.065 $ | -5.348.781 $ | -52,8 % | 1 | 10.139.846 $ | +10.139.846 $ | 1 | |||||
| ANALOG DEVICES INC | ADI | → 0 | Stark | 9.943.151 $ | +9.943.151 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 9.531.980 $ | +2.287.761 $ | +31,6 % | 1 | 7.244.219 $ | +7.244.219 $ | 1 | |||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 9.462.322 $ | +9.462.322 $ | 1 | |||||||||
| Qnity Electronics, Inc. | Q | → 0 | Stark | 8.805.225 $ | +8.805.225 $ | 1 | |||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 5.769.308 $ | -2.745.203 $ | -32,2 % | 1 | 8.514.511 $ | +8.514.511 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 7.430.620 $ | +7.430.620 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 7.429.854 $ | +7.429.854 $ | 1 | |||||||||
| INNIO N.V. | INIO | → 0 | 5.906.002 $ | +5.906.002 $ | 1 | ||||||||||
| Grab Holdings Ltd | GRAB | → 0 | 5.582.214 $ | +5.582.214 $ | 1 | ||||||||||
| Sandisk Corp | SNDK | → 0 | Stark | 5.578.286 $ | +5.578.286 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 5.379.615 $ | +4.141.958 $ | +334,7 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 4.852.362 $ | +4.852.362 $ | 1 | |||||||||
| 55.834.480 $ | +20.895.286 $ | -12,4 % | 6 | 87.538.021 $ | +47.284.744 $ | +113,4 % | 10 | 72.608.108 $ | +72.608.108 $ | 9 | |||||