| 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 | ||||
| 6.768.988.805 $ | +271.952.652 $ | +9,6 % | 9 | 5.748.326.227 $ | -45.006.705 $ | +0,5 % | 7 | 6.880.353.309 $ | +222.984.734 $ | +4,5 % | 9 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 1.101.691.587 $ | -8.179.132 $ | -0,7 % | 1 | 1.109.870.719 $ | -104.236.162 $ | -8,6 % | 1 | 1.214.106.881 $ | +22.017.884 $ | +1,8 % | 1 |
| Ascendis Pharma A/S | ASND | → 0 | 1.100.978.089 $ | -4.819.644 $ | -0,4 % | 1 | 1.105.797.733 $ | +60.075.172 $ | +5,7 % | 1 | 1.045.722.561 $ | +104.810.679 $ | +11,1 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 795.152.846 $ | -95.003.303 $ | -10,7 % | 1 | 890.156.149 $ | +41.080.844 $ | +4,8 % | 1 | 849.075.305 $ | +132.173.527 $ | +18,4 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 610.600.060 $ | -173.454.069 $ | -22,1 % | 1 | 784.054.129 $ | -99.172.835 $ | -11,2 % | 1 | 883.226.964 $ | +9.066.532 $ | +1,0 % | 1 |
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 856.235.416 $ | +232.018.305 $ | +37,2 % | 1 | 624.217.111 $ | -63.318.739 $ | -9,2 % | 1 | 687.535.850 $ | +185.422.371 $ | +36,9 % | 1 |
| FTAI Finance Holdco Ltd. | → 0 | 697.815.609 $ | +235.095.078 $ | +50,8 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 597.293.205 $ | -98.948.806 $ | -14,2 % | 1 | 696.242.011 $ | +140.664.156 $ | +25,3 % | 1 | 555.577.855 $ | +92.309.977 $ | +19,9 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 563.751.665 $ | -69.825.931 $ | -11,0 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 537.988.375 $ | -20.099.141 $ | -3,6 % | 1 | 558.087.516 $ | -122.120.725 $ | -18,0 % | 1 | ||||
| Howmet Aerospace Inc. | HWM | → 0 | Sehr stark | 527.683.511 $ | +72.718.549 $ | +16,0 % | 1 | ||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Neutral | 523.268.712 $ | -130.869.580 $ | -20,0 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 481.538.482 $ | +112.525.674 $ | +30,5 % | 1 | ||||||||
| 6.768.988.805 $ | +271.952.652 $ | +9,6 % | 9 | 5.748.326.227 $ | -45.006.705 $ | +0,5 % | 7 | 6.880.353.309 $ | +222.984.734 $ | +4,5 % | 9 | ||||