| Aktie | Ticker | Breite | GCS | 2026/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 3.824.002.951 $ | +3.824.002.951 $ | 25 | |||||
| Sandisk Corp | SNDK | → 0 | Stark | 565.178.133 $ | +565.178.133 $ | 1 | |
| CORNING INC /NY | GLW | → 0 | Neutral | 408.316.006 $ | +408.316.006 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 370.960.299 $ | +370.960.299 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 340.357.584 $ | +340.357.584 $ | 1 | |
| ASML HOLDING NV | ASML | → 0 | Neutral | 302.924.436 $ | +302.924.436 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 256.140.754 $ | +256.140.754 $ | 1 | |
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Neutral | 255.065.435 $ | +255.065.435 $ | 1 | |
| INTEL CORP | INTC | → 0 | Neutral | 227.297.920 $ | +227.297.920 $ | 1 | |
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 192.695.724 $ | +192.695.724 $ | 1 | |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 156.593.481 $ | +156.593.481 $ | 1 | |
| Seagate Technology Holdings plc | STX | → 0 | Stark | 129.763.840 $ | +129.763.840 $ | 1 | |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 111.039.309 $ | +111.039.309 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 109.694.540 $ | +109.694.540 $ | 1 | |
| TERADYNE, INC | TER | → 0 | Neutral | 75.002.305 $ | +75.002.305 $ | 1 | |
| AXT INC | AXTI | → 0 | Neutral | 74.484.598 $ | +74.484.598 $ | 1 | |
| KLA CORP | KLAC | → 0 | Stark | 70.409.174 $ | +70.409.174 $ | 1 | |
| Nebius Group N.V. | NBIS | → 0 | Neutral | 56.880.402 $ | +56.880.402 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 45.231.578 $ | +45.231.578 $ | 1 | |
| CoreWeave, Inc. | CRWV | → 0 | Schwach | 31.049.976 $ | +31.049.976 $ | 1 | |
| Astera Labs, Inc. | ALAB | → 0 | Stark | 25.341.164 $ | +25.341.164 $ | 1 | |
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Schwach | 14.421.580 $ | +14.421.580 $ | 1 | |
| Baker Hughes Co | BKR | → 0 | Schwach | 2.471.915 $ | +2.471.915 $ | 1 | |
| United States Oil Fund, LP | USO | → 0 | 1.087.988 $ | +1.087.988 $ | 1 | ||
| FTAI Aviation Ltd. | FTAI | → 0 | 1.016.750 $ | +1.016.750 $ | 1 | ||
| FORMFACTOR INC | FORM | → 0 | Schwach | 578.060 $ | +578.060 $ | 1 | |
| 3.824.002.951 $ | +3.824.002.951 $ | 25 | |||||