| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 134.295.456 $ | +4.541.894 $ | -47,5 % | 26 | 142.693.212 $ | +142.693.212 $ | 21 | |||||
| Astera Labs, Inc. | ALAB | → 0 | Neutral | 5.072.507 $ | -10.714.225 $ | -67,9 % | 1 | 15.786.732 $ | +15.786.732 $ | 1 | |
| COHERENT CORP. | COHR | → 0 | Neutral | 12.318.316 $ | -1.592.725 $ | -11,4 % | 1 | 13.911.041 $ | +13.911.041 $ | 1 | |
| Credo Technology Group Holding Ltd | CRDO | → 0 | Neutral | 2.473.287 $ | -9.232.021 $ | -78,9 % | 1 | 11.705.308 $ | +11.705.308 $ | 1 | |
| Karman Holdings Inc. | KRMN | → 0 | Schwach | 10.244.319 $ | +10.244.319 $ | 1 | |||||
| KLA CORP | KLAC | → 0 | Stark | 10.140.488 $ | +10.140.488 $ | 1 | |||||
| Marvell Technology, Inc. | MRVL | → 0 | Neutral | 3.546.188 $ | -6.519.693 $ | -64,8 % | 1 | 10.065.881 $ | +10.065.881 $ | 1 | |
| TERAWULF INC. | WULF | → 0 | Schwach | 9.728.793 $ | +3.103.682 $ | +46,8 % | 1 | 6.625.111 $ | +6.625.111 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 8.113.088 $ | -969.649 $ | -10,7 % | 1 | 9.082.737 $ | +9.082.737 $ | 1 | |
| Rocket Lab Corp | RKLB | → 0 | Sehr schwach | 5.023.545 $ | -3.809.745 $ | -43,1 % | 1 | 8.833.290 $ | +8.833.290 $ | 1 | |
| AeroVironment Inc | AVAV | → 0 | Sehr schwach | 8.365.385 $ | +8.365.385 $ | 1 | |||||
| MKS INC | MKSI | → 0 | Neutral | 8.192.956 $ | +8.192.956 $ | 1 | |||||
| Applied Digital Corp. | APLD | → 0 | Neutral | 5.979.774 $ | -1.210.863 $ | -16,8 % | 1 | 7.190.637 $ | +7.190.637 $ | 1 | |
| CIENA CORP | CIEN | → 0 | Neutral | 1.528.850 $ | -5.418.258 $ | -78,0 % | 1 | 6.947.108 $ | +6.947.108 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 6.812.976 $ | +6.812.976 $ | 1 | |||||
| AST SpaceMobile, Inc. | ASTS | → 0 | Neutral | 5.743.388 $ | -569.176 $ | -9,0 % | 1 | 6.312.564 $ | +6.312.564 $ | 1 | |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Neutral | 6.306.344 $ | +6.306.344 $ | 1 | |||||
| EchoStar CORP | SATS | → 0 | Schwach | 5.346.470 $ | -925.085 $ | -14,8 % | 1 | 6.271.555 $ | +6.271.555 $ | 1 | |
| Constellation Energy Corp | CEG | → 0 | Neutral | 4.468 $ | -5.887.722 $ | -99,9 % | 1 | 5.892.190 $ | +5.892.190 $ | 1 | |
| Cloudflare, Inc. | NET | → 0 | Neutral | 552.785 $ | -5.290.741 $ | -90,5 % | 1 | 5.843.526 $ | +5.843.526 $ | 1 | |
| SHOPIFY INC. | SHOP | → 0 | Neutral | 5.565.216 $ | +5.565.216 $ | 1 | |||||
| Arista Networks, Inc. | ANET | → 0 | Neutral | 5.392.375 $ | +596.677 $ | +12,4 % | 1 | 4.795.698 $ | +4.795.698 $ | 1 | |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 471.144 $ | -4.123.873 $ | -89,7 % | 1 | 4.595.017 $ | +4.595.017 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 4.567.940 $ | +4.567.940 $ | 1 | |||||
| Intuitive Machines, Inc. | LUNR | → 0 | Schwach | 4.290.868 $ | +4.290.868 $ | 1 | |||||
| TERADYNE, INC | TER | → 0 | Stark | 3.746.661 $ | +3.746.661 $ | 1 | |||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 332.239 $ | -3.181.117 $ | -90,5 % | 1 | 3.513.356 $ | +3.513.356 $ | 1 | |
| Zscaler, Inc. | ZS | → 0 | Neutral | 3.459.719 $ | +3.459.719 $ | 1 | |||||
| Snowflake Inc. | SNOW | → 0 | Schwach | 302 $ | -2.381.509 $ | -100,0 % | 1 | 2.381.811 $ | +2.381.811 $ | 1 | |
| Rigetti Computing, Inc. | RGTI | → 0 | Schwach | 2.061.988 $ | +2.061.988 $ | 1 | |||||
| IonQ, Inc. | IONQ | → 0 | Schwach | 1.852.727 $ | +1.852.727 $ | 1 | |||||
| 134.295.456 $ | +4.541.894 $ | -47,5 % | 26 | 142.693.212 $ | +142.693.212 $ | 21 | |||||