| 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 | ||||
| 4.949.780.912 $ | -303.705.798 $ | +9,2 % | 4 | 9.829.902.611 $ | +589.209.024 $ | +18,8 % | 10 | 10.933.670.094 $ | +637.509.467 $ | +13,5 % | 11 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.654.296.763 $ | -342.231.680 $ | -17,1 % | 1 | 1.996.528.443 $ | -460.744.450 $ | -18,8 % | 1 | 2.457.272.893 $ | -48.961.722 $ | -2,0 % | 1 |
| DANAHER CORP /DE/ | DHR | → 0 | Schwach | 1.379.225.292 $ | -358.199.901 $ | -20,6 % | 1 | 1.737.425.193 $ | +418.071.112 $ | +31,7 % | 1 | 1.319.354.081 $ | +338.440.367 $ | +34,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 1.125.014.350 $ | +529.525.064 $ | +88,9 % | 1 | 595.489.286 $ | +205.322.618 $ | +52,6 % | 1 | ||||
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 791.244.507 $ | -132.799.281 $ | -14,4 % | 1 | 924.043.788 $ | -121.708.819 $ | -11,6 % | 1 | 1.045.752.607 $ | -156.966.742 $ | -13,1 % | 1 |
| SCHWAB CHARLES CORP | SCHW | → 0 | Neutral | 784.065.404 $ | -239.976.653 $ | -23,4 % | 1 | 1.024.042.057 $ | -242.866.953 $ | -19,2 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 884.989.658 $ | +103.245.938 $ | +13,2 % | 1 | 781.743.720 $ | +131.984.589 $ | +20,3 % | 1 | ||||
| Workday, Inc. | WDAY | → 0 | Schwach | 884.466.401 $ | +141.237.803 $ | +19,0 % | 1 | 743.228.598 $ | +250.555.156 $ | +50,9 % | 1 | ||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Stark | 816.043.268 $ | +134.434.027 $ | +19,7 % | 1 | ||||||||
| STERIS plc | STE | → 0 | Neutral | 738.593.306 $ | -23.076.334 $ | -3,0 % | 1 | ||||||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 734.562.315 $ | +303.405.279 $ | +70,4 % | 1 | ||||||||
| EQUIFAX INC | EFX | → 0 | Neutral | 701.985.880 $ | +34.603.006 $ | +5,2 % | 1 | ||||||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 682.439.845 $ | -2.874.152 $ | -0,4 % | 1 | ||||||||
| Accenture plc | ACN | → 0 | Schwach | 644.373.694 $ | +219.611.606 $ | +51,7 % | 1 | ||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 643.958.429 $ | +20.744.590 $ | +3,3 % | 1 | 623.213.839 $ | +222.238.225 $ | +55,4 % | 1 | ||||
| 4.949.780.912 $ | -303.705.798 $ | +9,2 % | 4 | 9.829.902.611 $ | +589.209.024 $ | +18,8 % | 10 | 10.933.670.094 $ | +637.509.467 $ | +13,5 % | 11 | ||||