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Der Investitionsfokus soll grundsätzlich hinsichtlich Technologie und Wertschöpfung offen gestaltet werden. \r\n Es soll insbesondere in Aktien von Unternehmen der ganzen Wertschöpfungskette investiert werden. Hierzu sollen insbesondere Unternehmen aus den Bereichen der Rohstoffproduzenten, Technologieanbieter, Infrastruktur, Antriebs- und Batterietechnik, Software bis Autohersteller/ Mobilitätsanbieter ausgewählt werden. \r\n Zudem soll in alle aus meiner Sicht zukunftsgerichteten Technologien wie Wasserstoff, E-Mobilität, Erdgas und weitere investiert werden. \r\n Die Einzeltitel sollen grundsätzlich auf Basis von Fundamentaldaten ausgewählt werden. Zudem sollen Branchenaussichten eine Rolle spielen. Bei der Auswahl sollen Kennzahlen wie beispielsweise Gewinnentwicklung, EK-Quote und weitere Bilanzrelationen einfließen, um die aus meiner Sicht attraktivsten Werte zu selektieren.\r\n Das Portfolio kann neben Aktien auch in Fonds bzw. 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