Ludwig Marx
Ludwig Marx @LuMarx
Portfolio
Market (16)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 17/04/2026
HOT.DE
HOT.DE
HOCHTIEF AG
Long
5.27%
-1.28%
4.83%
462.40
463.00
FRES.L
FRES.L
Fresnillo
Long
5.25%
2.05%
4.97%
3756.0000
3759.0000
AIXA.DE
AIXA.DE
AIXTRON
Long
5.14%
23.65%
5.90%
44.110
44.160
AMAT.RTH
AMAT.RTH
Applied Materials Inc
Long
5.10%
2.25%
4.84%
393.30
393.47
ALB.RTH
ALB.RTH
Albemarle Corporation
Long
5.09%
11.52%
5.26%
201.43
201.58
LITE
LITE
Lumentum Holdings Inc
Long
5.01%
7.96%
5.02%
886.73
887.50
FIX
FIX
Comfort Systems USA Inc
Long
4.92%
6.18%
4.84%
1647.63
1648.68
COHR
COHR
Coherent Corp
Long
4.80%
21.26%
5.40%
344.14
344.44
LRCX.RTH
LRCX.RTH
Lam Research Corp
Long
4.80%
7.59%
4.79%
266.45
266.61
MU.RTH
MU.RTH
Micron Technology, Inc.
Long
4.79%
10.27%
4.90%
457.73
457.83
WDC.RTH
WDC.RTH
Western Digital Corporation
Long
4.78%
12.63%
5.00%
372.55
372.99
CIEN
CIEN
Ciena Corp
Long
4.77%
21.12%
5.36%
507.96
508.22
STX.RTH
STX.RTH
Seagate Technology PLC
Long
4.72%
15.68%
5.07%
548.01
548.48
GLW.RTH
GLW.RTH
Corning Inc
Long
4.70%
7.57%
4.69%
164.33
164.37
SNDK
SNDK
Sandisk Corp/DE
Long
4.53%
13.49%
4.77%
917.50
917.69
S92.DE
S92.DE
SMA Solar Technology AG
Long
2.70%
-3.14%
2.43%
47.44
47.60
Balance
23.64%
Balance