| 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 | ||||
| 2.458.442.810 $ | +411.540.040 $ | +64,0 % | 10 | 2.657.378.557 $ | +1.034.268.306 $ | +108,6 % | 9 | 1.807.110.383 $ | +302.628.846 $ | +86,1 % | 6 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 405.249.475 $ | -208.632.934 $ | -34,0 % | 1 | 613.882.409 $ | +92.143.029 $ | +17,7 % | 1 | 521.739.380 $ | +437.744.163 $ | +521,2 % | 1 |
| SPDR SERIES TRUST | → 0 | 217.632.327 $ | -197.851.455 $ | -47,6 % | 1 | 415.483.782 $ | +415.483.782 $ | 1 | |||||||
| Cutler Capital Management, LLC | → 0 | 394.404.761 $ | +141.281.793 $ | +55,8 % | 1 | 253.122.968 $ | +37.190.355 $ | +17,2 % | 1 | ||||||
| Smurfit Westrock plc | SW | → 0 | Stark | 329.793.621 $ | +7.006.292 $ | +2,2 % | 1 | ||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 303.744.754 $ | +123.906.268 $ | +68,9 % | 1 | 179.838.486 $ | +76.574.486 $ | +74,2 % | 1 | ||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 303.248.618 $ | +196.930.270 $ | +185,2 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 269.862.800 $ | -216.060.900 $ | -44,5 % | 1 | ||||||||||
| Confluent, Inc. | CFLT | → 0 | 266.763.204 $ | +140.276.287 $ | +110,9 % | 1 | |||||||||
| CoreWeave, Inc. | CRWV | → 0 | Schwach | 254.059.766 $ | +130.883.405 $ | +106,3 % | 1 | ||||||||
| DROPBOX, INC. | DBX | → 0 | Schwach | 230.961.573 $ | +12.945.661 $ | +5,9 % | 1 | 218.015.912 $ | +1.603.078 $ | +0,7 % | 1 | ||||
| GLOBAL PAYMENTS INC | GPN | → 0 | Stark | 218.206.755 $ | +42.520.291 $ | +24,2 % | 1 | 175.686.464 $ | -38.889.238 $ | -18,1 % | 1 | 214.575.702 $ | +35.145.858 $ | +19,6 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 200.027.971 $ | +39.978.953 $ | +25,0 % | 1 | ||||||||
| ELECTRONIC ARTS INC. | EA | → 0 | Neutral | 196.896.219 $ | +109.360.838 $ | +124,9 % | 1 | ||||||||
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 190.657.421 $ | +107.319.191 $ | +128,8 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 187.167.126 $ | +63.018.552 $ | +50,8 % | 1 | ||||||||
| PG&E Corp | PCG | → 0 | Neutral | 181.580.349 $ | +44.085.614 $ | +32,1 % | 1 | ||||||||
| RIVIAN AUTOMOTIVE INC | → 0 | 180.329.907 $ | +154.473.553 $ | +597,4 % | 1 | ||||||||||
| 2.458.442.810 $ | +411.540.040 $ | +64,0 % | 10 | 2.657.378.557 $ | +1.034.268.306 $ | +108,6 % | 9 | 1.807.110.383 $ | +302.628.846 $ | +86,1 % | 6 | ||||