| 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 | ||||
| 305.046.603 $ | -30.634.756 $ | -4,1 % | 6 | 490.506.734 $ | +41.796.477 $ | +11,6 % | 10 | 436.887.653 $ | +4.229.282 $ | +4,5 % | 9 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 52.383.497 $ | -20.092.763 $ | -27,7 % | 1 | 72.476.260 $ | -5.081.573 $ | -6,6 % | 1 | 77.557.833 $ | +3.213.940 $ | +4,3 % | 1 |
| CORPAY, INC. | CPAY | → 0 | Stark | 61.689.880 $ | -9.689.813 $ | -13,6 % | 1 | 71.379.693 $ | +7.874.273 $ | +12,4 % | 1 | 63.505.420 $ | -5.214.834 $ | -7,6 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 60.724.659 $ | -10.267.956 $ | -14,5 % | 1 | 70.992.615 $ | +12.615.320 $ | +21,6 % | 1 | 58.377.295 $ | -12.016.839 $ | -17,1 % | 1 |
| Aon plc | AON | → 0 | Stark | 49.482.174 $ | -1.332.546 $ | -2,6 % | 1 | 50.814.720 $ | +2.136.914 $ | +4,4 % | 1 | 48.677.806 $ | +6.014.661 $ | +14,1 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 45.300.170 $ | +12.592.185 $ | +38,5 % | 1 | ||||||||
| COSTAR GROUP, INC. | CSGP | → 0 | Neutral | 42.307.274 $ | +13.912.804 $ | +49,0 % | 1 | ||||||||
| Workday, Inc. | WDAY | → 0 | Neutral | 40.576.486 $ | -2.325.194 $ | -5,4 % | 1 | ||||||||
| Mastercard Inc | MA | → 0 | Schwach | 38.433.354 $ | -5.119 $ | -0,0 % | 1 | 38.438.473 $ | -471 $ | -0,0 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 35.466.223 $ | -1.843.863 $ | -4,9 % | 1 | 37.310.086 $ | +8.217.241 $ | +28,2 % | 1 | ||||
| AUTOZONE INC | AZO | → 0 | Schwach | 37.110.576 $ | +2.906.089 $ | +8,5 % | 1 | ||||||||
| SAP SE | SAP | → 0 | 37.053.977 $ | +461.705 $ | +1,3 % | 1 | 36.592.272 $ | +10.457.310 $ | +40,0 % | 1 | |||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 35.265.614 $ | -785.878 $ | -2,2 % | 1 | 36.051.492 $ | +1.194.620 $ | +3,4 % | 1 | ||||
| MSCI Inc. | MSCI | → 0 | Stark | 34.473.141 $ | +2.450.790 $ | +7,7 % | 1 | ||||||||
| 305.046.603 $ | -30.634.756 $ | -4,1 % | 6 | 490.506.734 $ | +41.796.477 $ | +11,6 % | 10 | 436.887.653 $ | +4.229.282 $ | +4,5 % | 9 | ||||