| 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 | ||||
| 200.616.795 $ | -8.218.443 $ | +7,7 % | 7 | 240.938.717 $ | +12.276.826 $ | +11,9 % | 9 | 232.914.068 $ | -4.108.459 $ | +20,6 % | 9 | ||||
| SBA COMMUNICATIONS CORP | SBAC | → 0 | Schwach | 99.016.948 $ | -12.265.652 $ | -11,0 % | 1 | 111.282.600 $ | -458.619 $ | -0,4 % | 1 | 111.741.219 $ | -23.977.983 $ | -17,7 % | 1 |
| PITNEY BOWES INC /DE/ | PBI | → 0 | Neutral | 38.675.000 $ | +4.322.500 $ | +12,6 % | 1 | 34.352.500 $ | +1.834.000 $ | +5,6 % | 1 | 32.518.500 $ | +1.425.000 $ | +4,6 % | 1 |
| Expedia Group, Inc. | EXPE | → 0 | Neutral | 17.778.530 $ | -2.903.100 $ | -14,0 % | 1 | 20.681.630 $ | +2.940.380 $ | +16,6 % | 1 | 17.741.250 $ | +3.740.810 $ | +26,7 % | 1 |
| InterDigital, Inc. | IDCC | → 0 | Neutral | 13.203.855 $ | -1.182.570 $ | -8,2 % | 1 | 14.386.425 $ | +3.042.854 $ | +26,8 % | 1 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 11.144.188 $ | -2.637.412 $ | -19,1 % | 1 | 13.781.600 $ | +1.775.600 $ | +14,8 % | 1 | 12.006.000 $ | +4.771.930 $ | +66,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.493.400 $ | +2.046.550 $ | +17,9 % | 1 | 11.446.850 $ | +3.109.520 $ | +37,3 % | 1 | ||||
| EchoStar CORP | SATS | → 0 | Sehr schwach | 12.323.139 $ | +881.051 $ | +7,7 % | 1 | 11.442.088 $ | +3.404.205 $ | +42,4 % | 1 | ||||
| OPEN TEXT CORP | OTEX | → 0 | Neutral | 11.587.800 $ | +2.535.800 $ | +28,0 % | 1 | ||||||||
| Frontdoor, Inc. | FTDR | → 0 | Neutral | 11.399.544 $ | +929.220 $ | +8,9 % | 1 | 10.470.324 $ | +1.299.260 $ | +14,2 % | 1 | ||||
| Match Group, Inc. | MTCH | → 0 | Neutral | 10.748.500 $ | -553.000 $ | -4,9 % | 1 | 11.301.500 $ | +988.060 $ | +9,6 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 11.015.700 $ | -55.650 $ | -0,5 % | 1 | ||||||||
| HP INC | HPQ | → 0 | Schwach | 10.930.490 $ | +4.937.170 $ | +82,4 % | 1 | ||||||||
| 200.616.795 $ | -8.218.443 $ | +7,7 % | 7 | 240.938.717 $ | +12.276.826 $ | +11,9 % | 9 | 232.914.068 $ | -4.108.459 $ | +20,6 % | 9 | ||||