| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.037.741.807 $ | +816.858.514 $ | +455,7 % | 19 | 196.852.824 $ | +196.852.824 $ | 6 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 131.177.884 $ | +121.445.265 $ | +1.247,8 % | 1 | ||||
| AXT INC | AXTI | → 0 | Neutral | 117.865.979 $ | +68.124.685 $ | +137,0 % | 1 | 49.741.294 $ | +49.741.294 $ | 1 | |
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Stark | 107.707.518 $ | +107.707.518 $ | 1 | |||||
| INTEL CORP | INTC | → 0 | Neutral | 99.356.444 $ | +65.430.732 $ | +192,9 % | 1 | 33.925.712 $ | +33.925.712 $ | 1 | |
| Sandisk Corp | SNDK | → 0 | Stark | 81.097.974 $ | +38.700.007 $ | +91,3 % | 1 | 42.397.967 $ | +42.397.967 $ | 1 | |
| CORNING INC /NY | GLW | → 0 | Neutral | 72.849.463 $ | +68.279.969 $ | +1.494,3 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 61.963.622 $ | +31.843.685 $ | +105,7 % | 1 | 30.119.937 $ | +30.119.937 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 44.624.272 $ | +29.015.485 $ | +185,9 % | 1 | 15.608.787 $ | +15.608.787 $ | 1 | |
| CIENA CORP | CIEN | → 0 | Neutral | 41.676.102 $ | +41.676.102 $ | 1 | |||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 38.271.824 $ | +33.455.167 $ | +694,6 % | 1 | ||||
| Astera Labs, Inc. | ALAB | → 0 | Stark | 33.310.180 $ | +33.310.180 $ | 1 | |||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 30.385.616 $ | +30.385.616 $ | 1 | |||||
| TERADYNE, INC | TER | → 0 | Neutral | 29.981.296 $ | +29.981.296 $ | 1 | |||||
| COHERENT CORP. | COHR | → 0 | Sehr stark | 28.794.348 $ | +28.794.348 $ | 1 | |||||
| TE Connectivity plc | TEL | → 0 | Stark | 25.645.082 $ | +25.645.082 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 25.173.399 $ | +114.272 $ | +0,5 % | 1 | 25.059.127 $ | +25.059.127 $ | 1 | |
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 24.924.467 $ | +20.012.768 $ | +407,5 % | 1 | ||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 21.809.310 $ | +21.809.310 $ | 1 | |||||
| Qorvo, Inc. | QRVO | → 0 | Neutral | 21.127.027 $ | +21.127.027 $ | 1 | |||||
| 1.037.741.807 $ | +816.858.514 $ | +455,7 % | 19 | 196.852.824 $ | +196.852.824 $ | 6 | |||||