| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 182.095.864 $ | +35.275.404 $ | +372,0 % | 10 | 129.265.127 $ | -4.616.945 $ | -6,4 % | 4 | 139.543.191 $ | +1.251.839 $ | -0,6 % | 5 | 145.645.778 $ | +12.434.537 $ | +14,6 % | 6 | ||||
| PARADIGM ASSET MANAGEMENT CO LLC | → 0 | 112.613.195 $ | +9.072.767 $ | +8,8 % | 1 | 103.540.428 $ | -2.398.447 $ | -2,3 % | 1 | 105.938.875 $ | +1.106.489 $ | +1,1 % | 1 | 104.832.386 $ | +7.282.825 $ | +7,5 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 12.259.441 $ | +1.697.727 $ | +16,1 % | 1 | 10.561.714 $ | -941.610 $ | -8,2 % | 1 | 11.503.324 $ | +1.986.172 $ | +20,9 % | 1 | 9.517.152 $ | +2.613.791 $ | +37,9 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 10.157.752 $ | +9.853.696 $ | +3.240,8 % | 1 | ||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 6.595.700 $ | -2.049.957 $ | -23,7 % | 1 | 8.645.657 $ | -824.711 $ | -8,7 % | 1 | 9.470.368 $ | -399.752 $ | -4,1 % | 1 | 9.870.120 $ | +798.546 $ | +8,8 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 6.517.328 $ | -452.177 $ | -6,5 % | 1 | 6.969.505 $ | -432.124 $ | -5,8 % | 1 | 7.401.629 $ | +1.134.166 $ | +18,1 % | 1 | ||||
| ORACLE CORP | ORCL | → 0 | Stark | 7.354.426 $ | +1.637.252 $ | +28,6 % | 1 | ||||||||||||
| ASML HOLDING NV | ASML | → 0 | Stark | 7.218.906 $ | +2.488.866 $ | +52,6 % | 1 | ||||||||||||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 6.993.228 $ | +3.812.103 $ | +119,8 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 6.933.280 $ | +3.023.302 $ | +77,3 % | 1 | ||||||||||||
| ROCHE HOLDING LTD | → 0 | 6.689.155 $ | +1.089.777 $ | +19,5 % | 1 | 5.661.119 $ | -1.008.946 $ | -15,1 % | 1 | 6.670.065 $ | -1.032.043 $ | -13,4 % | 1 | ||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 6.648.236 $ | +3.909.309 $ | +142,7 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 5.986.971 $ | +2.377.814 $ | +65,9 % | 1 | ||||||||||||
| 182.095.864 $ | +35.275.404 $ | +372,0 % | 10 | 129.265.127 $ | -4.616.945 $ | -6,4 % | 4 | 139.543.191 $ | +1.251.839 $ | -0,6 % | 5 | 145.645.778 $ | +12.434.537 $ | +14,6 % | 6 | ||||