| 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 | ||||
| 1.348.165.287 $ | +208.659.506 $ | +19,3 % | 5 | 986.749.894 $ | -59.056.065 $ | -4,7 % | 4 | 1.799.869.019 $ | -146.891.082 $ | -5,9 % | 7 | 2.427.320.713 $ | +185.177.504 $ | +12,5 % | 9 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 336.505.959 $ | +30.594.756 $ | +10,0 % | 1 | 305.911.203 $ | +12.782.999 $ | +4,4 % | 1 | 293.128.204 $ | -57.378.558 $ | -16,4 % | 1 | 350.506.762 $ | +43.243.387 $ | +14,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 238.184.784 $ | -68.565.407 $ | -22,4 % | 1 | 306.750.191 $ | -67.375.249 $ | -18,0 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 284.847.834 $ | +45.472.250 $ | +19,0 % | 1 | 239.375.584 $ | -64.605.634 $ | -21,3 % | 1 | 303.981.218 $ | +21.469.603 $ | +7,6 % | 1 | 282.511.615 $ | +70.708.708 $ | +33,4 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 264.910.960 $ | -34.493.593 $ | -11,5 % | 1 | 299.404.553 $ | -9.265.769 $ | -3,0 % | 1 | ||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 286.082.046 $ | +55.295.198 $ | +24,0 % | 1 | 230.786.848 $ | -16.412.121 $ | -6,6 % | 1 | 247.198.969 $ | +45.492.289 $ | +22,6 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 230.948.077 $ | +58.463.466 $ | +33,9 % | 1 | 218.946.667 $ | -36.032.534 $ | -14,1 % | 1 | 254.979.201 $ | +39.896.370 $ | +18,5 % | 1 | ||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Schwach | 233.518.217 $ | -17.382.882 $ | -6,9 % | 1 | 250.901.099 $ | +51.931.364 $ | +26,1 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 238.160.902 $ | -24.839.755 $ | -9,4 % | 1 | ||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 222.321.688 $ | +11.162.262 $ | +5,3 % | 1 | ||||||||||||
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 221.784.702 $ | +69.716.186 $ | +45,8 % | 1 | ||||||||||||
| ISHARES TR | → 0 | 210.676.259 $ | +9.178.691 $ | +4,6 % | 1 | ||||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 209.781.371 $ | +18.833.836 $ | +9,9 % | 1 | ||||||||||||
| 1.348.165.287 $ | +208.659.506 $ | +19,3 % | 5 | 986.749.894 $ | -59.056.065 $ | -4,7 % | 4 | 1.799.869.019 $ | -146.891.082 $ | -5,9 % | 7 | 2.427.320.713 $ | +185.177.504 $ | +12,5 % | 9 | ||||