| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.152.644.216 $ | -97.744.959 $ | -6,4 % | 3 | 2.180.037.179 $ | -629.195.868 $ | -22,7 % | 6 | 3.067.851.925 $ | +44.212.542 $ | +0,4 % | 7 | 3.638.459.130 $ | -124.065.026 $ | -1,9 % | 9 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 459.879.798 $ | -30.306.193 $ | -6,2 % | 1 | 490.185.991 $ | -163.545.183 $ | -25,0 % | 1 | 653.731.174 $ | +110.621.950 $ | +20,4 % | 1 | 543.109.224 $ | +185.675.485 $ | +51,9 % | 1 |
| TKO Group Holdings, Inc. | TKO | → 0 | Schwach | 422.521.909 $ | -71.413.313 $ | -14,5 % | 1 | 493.935.222 $ | -95.487.414 $ | -16,2 % | 1 | 589.422.636 $ | -7.309.384 $ | -1,2 % | 1 | 596.732.020 $ | +19.284.219 $ | +3,3 % | 1 |
| Walt Disney Co | DIS | → 0 | Neutral | 309.033.507 $ | -87.094.292 $ | -22,0 % | 1 | 396.127.799 $ | -30.479.736 $ | -7,1 % | 1 | 426.607.535 $ | -80.255.562 $ | -15,8 % | 1 | ||||
| INTUIT INC. | INTU | → 0 | Neutral | 317.236.774 $ | -87.005.693 $ | -21,5 % | 1 | 404.242.467 $ | -13.568.700 $ | -3,2 % | 1 | 417.811.167 $ | -106.581.860 $ | -20,3 % | 1 | ||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 303.377.723 $ | -96.154.790 $ | -24,1 % | 1 | 399.532.513 $ | +3.014.597 $ | +0,8 % | 1 | 396.517.916 $ | +50.006.934 $ | +14,4 % | 1 | ||||
| FAIR ISAAC CORP | FICO | → 0 | Neutral | 270.242.509 $ | +3.974.547 $ | +1,5 % | 1 | 266.267.962 $ | -99.908.496 $ | -27,3 % | 1 | 366.176.458 $ | +32.517.612 $ | +9,7 % | 1 | 333.658.846 $ | -74.184.621 $ | -18,2 % | 1 |
| Mondelez International, Inc. | MDLZ | → 0 | Stark | 314.148.324 $ | -70.885.991 $ | -18,4 % | 1 | ||||||||||||
| PEPSICO INC | PEP | → 0 | Neutral | 258.618.878 $ | -50.583.797 $ | -16,4 % | 1 | 309.202.675 $ | -11.286.133 $ | -3,5 % | 1 | ||||||||
| PayPal Holdings, Inc. | PYPL | → 0 | Schwach | 300.671.423 $ | -35.837.497 $ | -10,6 % | 1 | ||||||||||||
| 1.152.644.216 $ | -97.744.959 $ | -6,4 % | 3 | 2.180.037.179 $ | -629.195.868 $ | -22,7 % | 6 | 3.067.851.925 $ | +44.212.542 $ | +0,4 % | 7 | 3.638.459.130 $ | -124.065.026 $ | -1,9 % | 9 | ||||