| 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 | ||||
| 12.724.356.763 $ | +1.272.009.692 $ | +11,4 % | 6 | 20.594.810.952 $ | +923.687.561 $ | +5,4 % | 9 | 21.465.568.685 $ | +3.438.211.281 $ | +62,3 % | 10 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 3.137.374.709 $ | +514.948.660 $ | +19,6 % | 1 | 2.622.426.049 $ | +367.847.470 $ | +16,3 % | 1 | 2.254.578.579 $ | +427.211.733 $ | +23,4 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Stark | 2.496.426.714 $ | -467.323.136 $ | -15,8 % | 1 | 2.963.749.850 $ | +247.115.868 $ | +9,1 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.769.137.664 $ | +504.281.758 $ | +22,3 % | 1 | 2.264.855.906 $ | +1.910.513.593 $ | +539,2 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 2.501.271.034 $ | +96.403.286 $ | +4,0 % | 1 | 2.404.867.748 $ | +448.854.156 $ | +22,9 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 2.292.565.408 $ | +372.844.038 $ | +19,4 % | 1 | 1.919.721.370 $ | -308.759.759 $ | -13,9 % | 1 | ||||
| GE Vernova Inc. | GEV | → 0 | Stark | 2.245.411.301 $ | +42.766.681 $ | +1,9 % | 1 | 2.202.644.620 $ | -32.004.055 $ | -1,4 % | 1 | 2.234.648.675 $ | +247.552.845 $ | +12,5 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 2.145.895.279 $ | +467.378.662 $ | +27,8 % | 1 | ||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 2.086.827.360 $ | +202.584.715 $ | +10,8 % | 1 | 1.884.242.645 $ | -27.882.485 $ | -1,5 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Stark | 1.703.497.233 $ | -203.592.332 $ | -10,7 % | 1 | 1.907.089.565 $ | +4.314.176 $ | +0,2 % | 1 | 1.902.775.389 $ | +346.040.085 $ | +22,2 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 1.716.422.538 $ | -125.260.691 $ | -6,8 % | 1 | 1.841.683.229 $ | +26.610.533 $ | +1,5 % | 1 | ||||
| Eaton Corp plc | ETN | → 0 | Neutral | 1.698.395.280 $ | +194.638.541 $ | +12,9 % | 1 | 1.794.445.294 $ | +120.954.712 $ | +7,2 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 1.793.782.961 $ | +255.869.480 $ | +16,6 % | 1 | ||||||||
| 12.724.356.763 $ | +1.272.009.692 $ | +11,4 % | 6 | 20.594.810.952 $ | +923.687.561 $ | +5,4 % | 9 | 21.465.568.685 $ | +3.438.211.281 $ | +62,3 % | 10 | ||||