| 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 | ||||
| 2.676.599.812 $ | +300.285.461 $ | +12,7 % | 7 | 2.413.105.649 $ | -37.429.171 $ | +2,5 % | 7 | 2.337.681.287 $ | +468.297.369 $ | +5,3 % | 6 | 2.005.419.727 $ | +276.077.855 $ | +20,8 % | 5 | ||||
| LAM RESEARCH ORD | → 0 | 642.962.054 $ | +208.213.096 $ | +47,9 % | 1 | 434.748.958 $ | +101.055.429 $ | +30,3 % | 1 | 333.693.529 $ | +91.111.542 $ | +37,6 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 441.654.561 $ | +3.374.392 $ | +0,8 % | 1 | 438.280.169 $ | -134.324.460 $ | -23,5 % | 1 | 572.604.629 $ | -40.646.617 $ | -6,6 % | 1 | 613.251.246 $ | +24.319.298 $ | +4,1 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 438.287.669 $ | -6.537.847 $ | -1,5 % | 1 | 444.825.516 $ | -42.432.024 $ | -8,7 % | 1 | 487.257.540 $ | +10.267.764 $ | +2,2 % | 1 | 476.989.776 $ | +38.591.063 $ | +8,8 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 426.599.390 $ | +426.599.390 $ | 1 | |||||||||||||
| AbbVie Inc. | ABBV | → 0 | Neutral | 353.604.528 $ | +47.987.580 $ | +15,7 % | 1 | 305.616.948 $ | -15.457.200 $ | -4,8 % | 1 | 321.074.148 $ | -4.285.860 $ | -1,3 % | 1 | 325.360.008 $ | +64.526.784 $ | +24,7 % | 1 |
| CUMMINS INC | CMI | → 0 | Stark | 305.111.238 $ | -7.532.184 $ | -2,4 % | 1 | 312.643.422 $ | +3.106.542 $ | +1,0 % | 1 | 309.536.880 $ | +53.411.712 $ | +20,9 % | 1 | 256.125.168 $ | +57.529.168 $ | +29,0 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 270.732.020 $ | +10.158.980 $ | +3,9 % | 1 | 260.573.040 $ | +39.964.340 $ | +18,1 % | 1 | 220.608.700 $ | +22.950.980 $ | +11,6 % | 1 | ||||
| ANALOG DEVICES INC | ADI | → 0 | Neutral | 224.247.742 $ | +44.621.444 $ | +24,8 % | 1 | ||||||||||||
| RTX Corp | RTX | → 0 | Stark | 216.417.596 $ | +10.658.202 $ | +5,2 % | 1 | ||||||||||||
| 2.676.599.812 $ | +300.285.461 $ | +12,7 % | 7 | 2.413.105.649 $ | -37.429.171 $ | +2,5 % | 7 | 2.337.681.287 $ | +468.297.369 $ | +5,3 % | 6 | 2.005.419.727 $ | +276.077.855 $ | +20,8 % | 5 | ||||