| 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 | ||||
| 711.139.517 $ | +130.949.424 $ | +30,4 % | 7 | 1.137.456.343 $ | +469.931.324 $ | +113,1 % | 10 | 783.397.856 $ | +108.857.798 $ | +1,9 % | 8 | ||||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 258.258.000 $ | +39.448.500 $ | +18,0 % | 1 | 218.809.500 $ | +31.189.500 $ | +16,6 % | 1 | 187.620.000 $ | +29.785.488 $ | +18,9 % | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 165.951.006 $ | +59.020.320 $ | +55,2 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 165.276.300 $ | +128.146.880 $ | +345,1 % | 1 | 37.129.420 $ | -25.687.404 $ | -40,9 % | 1 | ||||
| Energy Transfer LP | ET | → 0 | 159.225.000 $ | +23.182.500 $ | +17,0 % | 1 | 136.042.500 $ | +11.632.500 $ | +9,4 % | 1 | 124.410.000 $ | +9.565.624 $ | +8,3 % | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 147.600.824 $ | +96.013.004 $ | +186,1 % | 1 | 51.587.820 $ | +51.587.820 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 137.344.400 $ | +108.220.930 $ | +371,6 % | 1 | ||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 119.895.352 $ | +31.485.016 $ | +35,6 % | 1 | 88.410.336 $ | +88.410.336 $ | 1 | |||||
| KINDER MORGAN, INC. | KMI | → 0 | Stark | 95.131.517 $ | +17.136.724 $ | +22,0 % | 1 | 77.994.793 $ | -2.326.509 $ | -2,9 % | 1 | 80.321.302 $ | -114.453.698 $ | -58,8 % | 1 |
| PLAINS ALL AMERICAN PIPELINE LP | PAA | → 0 | 59.940.575 $ | +11.730.421 $ | +24,3 % | 1 | 48.210.154 $ | +15.338.912 $ | +46,7 % | 1 | |||||
| Western Midstream Partners, LP | WES | → 0 | 52.161.155 $ | +17.118.216 $ | +48,8 % | 1 | |||||||||
| VISTEON CORP | VC | → 0 | Neutral | 47.967.972 $ | +10.629.312 $ | +28,5 % | 1 | ||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 46.692.480 $ | +46.692.480 $ | 1 | |||||||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Schwach | 45.270.827 $ | +5.680.787 $ | +14,3 % | 1 | 39.590.040 $ | +3.538.611 $ | +9,8 % | 1 | ||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 41.152.443 $ | +16.652.276 $ | +68,0 % | 1 | ||||||||
| 711.139.517 $ | +130.949.424 $ | +30,4 % | 7 | 1.137.456.343 $ | +469.931.324 $ | +113,1 % | 10 | 783.397.856 $ | +108.857.798 $ | +1,9 % | 8 | ||||