| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.785.977.153 $ | -420.268.053 $ | -28,3 % | 6 | 2.770.968.772 $ | -63.080.859 $ | -0,8 % | 7 | 2.879.657.348 $ | +116.648.105 $ | +9,1 % | 7 | 2.376.847.680 $ | +505.483.817 $ | +28,5 % | 5 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 470.312.090 $ | -140.166.756 $ | -23,0 % | 1 | 610.478.846 $ | +27.941.517 $ | +4,8 % | 1 | 582.537.329 $ | +23.101.297 $ | +4,1 % | 1 | 559.436.032 $ | +39.480.715 $ | +7,6 % | 1 |
| TransUnion | TRU | → 0 | Neutral | 251.358.275 $ | -206.074.071 $ | -45,1 % | 1 | 457.432.346 $ | -681.972 $ | -0,1 % | 1 | 458.114.318 $ | -62.698.018 $ | -12,0 % | 1 | 520.812.336 $ | +165.750.161 $ | +46,7 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 386.341.891 $ | -39.060.754 $ | -9,2 % | 1 | 425.402.645 $ | -70.464.582 $ | -14,2 % | 1 | 495.867.227 $ | +406.504 $ | +0,1 % | 1 | 495.460.723 $ | +170.993.412 $ | +52,7 % | 1 |
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 239.536.610 $ | -205.682.588 $ | -46,2 % | 1 | 445.219.198 $ | -47.718.321 $ | -9,7 % | 1 | 492.937.519 $ | -417.390 $ | -0,1 % | 1 | 493.354.909 $ | +122.993.905 $ | +33,2 % | 1 |
| Workday, Inc. | WDAY | → 0 | Neutral | 346.337.690 $ | -12.170.185 $ | -3,4 % | 1 | 358.507.875 $ | +50.724.195 $ | +16,5 % | 1 | 307.783.680 $ | +6.265.624 $ | +2,1 % | 1 | ||||
| MSCI Inc. | MSCI | → 0 | Neutral | 218.883.337 $ | -48.828.834 $ | -18,2 % | 1 | 267.712.171 $ | +32.062.259 $ | +13,6 % | 1 | 235.649.912 $ | +56.102.099 $ | +31,2 % | 1 | ||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Neutral | 256.043.168 $ | +49.429.418 $ | +23,9 % | 1 | ||||||||||||
| Aon plc | AON | → 0 | Stark | 219.544.950 $ | +219.544.950 $ | 1 | |||||||||||||
| Restaurant Brands International Inc. | QSR | → 0 | Neutral | 218.385.876 $ | +7.950.425 $ | +3,8 % | 1 | ||||||||||||
| 1.785.977.153 $ | -420.268.053 $ | -28,3 % | 6 | 2.770.968.772 $ | -63.080.859 $ | -0,8 % | 7 | 2.879.657.348 $ | +116.648.105 $ | +9,1 % | 7 | 2.376.847.680 $ | +505.483.817 $ | +28,5 % | 5 | ||||