| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 724.723.897 $ | -79.069.392 $ | -7,8 % | 8 | 810.420.057 $ | -36.255.528 $ | -2,6 % | 8 | 924.475.714 $ | +181.354.325 $ | +31,7 % | 9 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 90.836.032 $ | -24.558.856 $ | -21,3 % | 1 | 115.394.888 $ | -38.263.063 $ | -24,9 % | 1 | 153.657.951 $ | +178.894 $ | +0,1 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 114.790.074 $ | -11.042.432 $ | -8,8 % | 1 | 125.832.506 $ | +1.686.285 $ | +1,4 % | 1 | 124.146.221 $ | +47.477.821 $ | +61,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 102.897.525 $ | -16.462.989 $ | -13,8 % | 1 | 119.360.514 $ | +2.360.389 $ | +2,0 % | 1 | 117.000.125 $ | +28.551.775 $ | +32,3 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 94.969.901 $ | -13.171.357 $ | -12,2 % | 1 | 108.141.258 $ | -7.379.525 $ | -6,4 % | 1 | 115.520.783 $ | +19.054.850 $ | +19,8 % | 1 |
| VALMONT INDUSTRIES INC | VMI | → 0 | Neutral | 88.803.633 $ | -23.608.598 $ | -21,0 % | 1 | 112.412.231 $ | +791.743 $ | +0,7 % | 1 | 111.620.488 $ | +13.629.567 $ | +13,9 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 73.246.268 $ | -6.490.732 $ | -8,1 % | 1 | 79.737.000 $ | -2.063.364 $ | -2,5 % | 1 | 81.800.364 $ | -2.145.929 $ | -2,6 % | 1 |
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 80.182.975 $ | +9.369.740 $ | +13,2 % | 1 | 77.800.129 $ | +27.425.711 $ | +54,4 % | 1 | ||||
| Ingevity Corp | NGVT | → 0 | Neutral | 78.997.489 $ | +6.895.832 $ | +9,6 % | 1 | 72.101.657 $ | +428.556 $ | +0,6 % | 1 | 71.673.101 $ | +16.379.582 $ | +29,6 % | 1 |
| V F CORP | VFC | → 0 | Stark | 77.440.003 $ | +6.183.451 $ | +8,7 % | 1 | 71.256.552 $ | +30.802.054 $ | +76,1 % | 1 | ||||
| 724.723.897 $ | -79.069.392 $ | -7,8 % | 8 | 810.420.057 $ | -36.255.528 $ | -2,6 % | 8 | 924.475.714 $ | +181.354.325 $ | +31,7 % | 9 | ||||