| 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 | ||||
| 1.065.199.859 $ | -118.020.748 $ | -11,2 % | 4 | 1.856.501.546 $ | -118.650.388 $ | -5,0 % | 8 | 2.855.858.635 $ | -89.753.655 $ | -1,8 % | 13 | ||||
| ARCH CAPITAL GROUP LTD. | ACGL | → 0 | Neutral | 391.298.084 $ | -24.268.662 $ | -5,8 % | 1 | 415.566.746 $ | -11.585.304 $ | -2,7 % | 1 | 427.152.050 $ | -12.185.618 $ | -2,8 % | 1 |
| ROSS STORES, INC. | ROST | → 0 | Stark | 306.081.664 $ | +34.540.899 $ | +12,7 % | 1 | 271.540.765 $ | +28.780.219 $ | +11,9 % | 1 | 242.760.546 $ | +31.094.247 $ | +14,7 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 181.201.300 $ | -121.083.035 $ | -40,1 % | 1 | 302.284.335 $ | +57.550.288 $ | +23,5 % | 1 | ||||
| PACCAR INC | PCAR | → 0 | Neutral | 183.109.753 $ | -66.840.230 $ | -26,7 % | 1 | 249.949.983 $ | +7.976.623 $ | +3,3 % | 1 | 241.973.360 $ | +2.693.187 $ | +1,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 184.710.358 $ | -61.452.755 $ | -25,0 % | 1 | 246.163.113 $ | +37.824.703 $ | +18,2 % | 1 | 208.338.410 $ | +38.275.238 $ | +22,5 % | 1 |
| CDW Corp | CDW | → 0 | Neutral | 206.454.775 $ | -30.091.466 $ | -12,7 % | 1 | ||||||||
| COPART INC | CPRT | → 0 | Neutral | 159.432.860 $ | -43.408.628 $ | -21,4 % | 1 | 202.841.488 $ | -22.410.513 $ | -9,9 % | 1 | ||||
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 188.401.641 $ | -38.026.614 $ | -16,8 % | 1 | ||||||||
| GARTNER INC | IT | → 0 | Neutral | 170.389.307 $ | -17.775.952 $ | -9,4 % | 1 | 188.165.259 $ | -95.925.848 $ | -33,8 % | 1 | ||||
| CARLISLE COMPANIES INC | CSL | → 0 | Schwach | 167.429.347 $ | -25.408.035 $ | -13,2 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 162.257.472 $ | +620.986 $ | +0,4 % | 1 | 161.636.486 $ | -2.043.070 $ | -1,2 % | 1 | ||||
| LABCORP HOLDINGS INC. | LH | → 0 | Stark | 159.640.437 $ | +9.797.774 $ | +6,5 % | 1 | ||||||||
| Madison Asset Management, LLC | → 0 | 158.780.501 $ | -3.073.225 $ | -1,9 % | 1 | ||||||||||
| 1.065.199.859 $ | -118.020.748 $ | -11,2 % | 4 | 1.856.501.546 $ | -118.650.388 $ | -5,0 % | 8 | 2.855.858.635 $ | -89.753.655 $ | -1,8 % | 13 | ||||