| 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 | ||||
| 505.413.482 $ | +48.994.305 $ | +299,2 % | 9 | 462.353.374 $ | -11.488.633 $ | -1,9 % | 8 | 473.842.007 $ | +63.435.266 $ | +16,5 % | 8 | ||||
| ISHARES TR | → 0 | 70.998.441 $ | +68.471.721 $ | +2.709,9 % | 1 | ||||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 56.215.988 $ | -13.080.171 $ | -18,9 % | 1 | 69.296.159 $ | +1.427.893 $ | +2,1 % | 1 | 67.868.266 $ | +5.492.927 $ | +8,8 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 59.735.591 $ | -8.039.261 $ | -11,9 % | 1 | 67.774.852 $ | +14.244.060 $ | +26,6 % | 1 | 53.530.792 $ | +14.220.122 $ | +36,2 % | 1 |
| RAYMOND JAMES FINANCIAL INC | RJF | → 0 | Sehr stark | 47.259.182 $ | -8.932.319 $ | -15,9 % | 1 | 56.191.501 $ | -9.061.446 $ | -13,9 % | 1 | 65.252.947 $ | +7.653.386 $ | +13,3 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 62.252.476 $ | -1.308.362 $ | -2,1 % | 1 | 63.560.838 $ | +3.934.251 $ | +6,6 % | 1 | 59.626.587 $ | +11.332.813 $ | +23,5 % | 1 |
| IDACORP INC | IDA | → 0 | Neutral | 53.778.737 $ | +2.296.787 $ | +4,5 % | 1 | 51.481.950 $ | -8.711.186 $ | -14,5 % | 1 | 60.193.136 $ | +6.748.676 $ | +12,6 % | 1 |
| MUELLER INDUSTRIES INC | MLI | → 0 | Stark | 48.564.305 $ | -4.701.173 $ | -8,8 % | 1 | 53.265.478 $ | -6.513.383 $ | -10,9 % | 1 | 59.778.861 $ | +5.596.533 $ | +10,3 % | 1 |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | AIT | → 0 | Stark | 49.103.856 $ | -2.212.409 $ | -4,3 % | 1 | 51.316.265 $ | -6.932.344 $ | -11,9 % | 1 | 58.248.609 $ | +4.888.782 $ | +9,2 % | 1 |
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 57.504.906 $ | +16.499.492 $ | +40,2 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 49.466.331 $ | +123.522 $ | +0,3 % | 1 | 49.342.809 $ | +7.502.027 $ | +17,9 % | 1 | ||||
| 505.413.482 $ | +48.994.305 $ | +299,2 % | 9 | 462.353.374 $ | -11.488.633 $ | -1,9 % | 8 | 473.842.007 $ | +63.435.266 $ | +16,5 % | 8 | ||||