| 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 | ||||
| 57.541.830 $ | +12.416.191 $ | +31,8 % | 8 | 42.424.067 $ | -86.030 $ | +8,9 % | 7 | 36.803.943 $ | +3.181.375 $ | +15,2 % | 5 | 34.183.236 $ | +4.994.253 $ | +21,2 % | 5 | ||||
| ALBERT D MASON INC | → 0 | 17.557.443 $ | +1.686.718 $ | +10,6 % | 1 | 15.870.725 $ | -2.290.655 $ | -12,6 % | 1 | 18.161.380 $ | +93.321 $ | +0,5 % | 1 | 18.068.059 $ | +1.747.253 $ | +10,7 % | 1 | ||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 8.737.366 $ | +4.357.173 $ | +99,5 % | 1 | 4.380.193 $ | +879.196 $ | +25,1 % | 1 | 3.500.997 $ | +756.608 $ | +27,6 % | 1 | ||||
| KLA CORP | KLAC | → 0 | Sehr stark | 8.329.781 $ | +3.162.802 $ | +61,2 % | 1 | 5.166.979 $ | +942.680 $ | +22,3 % | 1 | 4.224.299 $ | +453.567 $ | +12,0 % | 1 | 3.770.732 $ | +805.110 $ | +27,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 8.044.992 $ | +1.411.858 $ | +21,3 % | 1 | 6.633.134 $ | -756.453 $ | -10,2 % | 1 | 7.389.587 $ | +1.620.191 $ | +28,1 % | 1 | 5.769.396 $ | +2.031.079 $ | +54,3 % | 1 |
| NOVARTIS AG | NVS | → 0 | Stark | 4.031.935 $ | +102.136 $ | +2,6 % | 1 | 3.929.799 $ | +402.119 $ | +11,4 % | 1 | 3.527.680 $ | +257.688 $ | +7,9 % | 1 | 3.269.992 $ | +321.704 $ | +10,9 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 3.779.489 $ | +1.077.917 $ | +39,9 % | 1 | ||||||||||||
| Snap-on Inc | SNA | → 0 | Neutral | 3.590.248 $ | +367.754 $ | +11,4 % | 1 | 3.222.494 $ | +198.294 $ | +6,6 % | 1 | ||||||||
| LINDE PLC | LIN | → 0 | Stark | 3.470.576 $ | +249.833 $ | +7,8 % | 1 | 3.220.743 $ | +538.789 $ | +20,1 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 3.305.057 $ | +89.107 $ | +2,8 % | 1 | ||||||||||||
| 57.541.830 $ | +12.416.191 $ | +31,8 % | 8 | 42.424.067 $ | -86.030 $ | +8,9 % | 7 | 36.803.943 $ | +3.181.375 $ | +15,2 % | 5 | 34.183.236 $ | +4.994.253 $ | +21,2 % | 5 | ||||