| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 4.138.921.234 $ | -111.165.017 $ | -19,1 % | 4.543.169.740 $ | -528.079.211 $ | -14,0 % | 5.171.931.343 $ | +57.000.616 $ | -4,5 % | 5.114.930.727 $ | +596.810.645 $ | +8,6 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.056.999.001 $ | -254.031.998 $ | -19,4 % | 1.311.030.999 $ | -332.271.419 $ | -20,2 % | 1.643.302.418 $ | -27.163.356 $ | -1,6 % | 1.670.465.774 $ | +535.257.170 $ | +47,2 % |
| TransDigm Group INC | TDG | 503.314.308 $ | -74.212.950 $ | -12,9 % | 577.527.258 $ | -114.740.341 $ | -16,6 % | 692.267.599 $ | -117.550.754 $ | -14,5 % | 809.818.353 $ | +9.929.527 $ | +1,2 % |
| AMAZON COM INC | AMZN | 515.453.879 $ | +59.384.489 $ | +13,0 % | 456.069.390 $ | -76.726.217 $ | -14,4 % | 532.795.607 $ | -12.004.391 $ | -2,2 % | 544.799.998 $ | -566.784 $ | -0,1 % |
| MICROSOFT CORP | MSFT | 194.612.065 $ | -167.413.293 $ | -46,2 % | 362.025.358 $ | -120.088.717 $ | -24,9 % | 482.114.075 $ | -22.345.220 $ | -4,4 % | 504.459.295 $ | +106.200.536 $ | +26,7 % |
| DEERE & CO | DE | 318.226.759 $ | -44.077.487 $ | -12,2 % | 362.304.246 $ | -2.296.130 $ | -0,6 % | 364.600.376 $ | -60.322.852 $ | -14,2 % | 424.923.228 $ | +10.291.459 $ | +2,5 % |
| Waste Connections, Inc. | WCN | 398.167.892 $ | -16.964.116 $ | -4,1 % | 415.132.008 $ | +22.302.161 $ | +5,7 % | 392.829.847 $ | -6.335.314 $ | -1,6 % | 399.165.161 $ | -15.283.523 $ | -3,7 % |
| ServiceNow, Inc. | NOW | 290.709.429 $ | -95.619.514 $ | -24,8 % | 386.328.943 $ | +167.022.002 $ | +76,2 % | 219.306.941 $ | +59.171.341 $ | +37,0 % | |||
| KLA CORP | KLAC | 196.229.553 $ | +10.385.497 $ | +5,6 % | 185.844.056 $ | -149.249.999 $ | -44,5 % | 335.094.055 $ | +335.094.055 $ | ||||
| Guidewire Software, Inc. | GWRE | 20.405.219 $ | -270.095.639 $ | -93,0 % | 290.500.858 $ | +51.594.488 $ | +21,6 % | 238.906.370 $ | -54.963.955 $ | -18,7 % | 293.870.325 $ | -34.209.775 $ | -10,4 % |
| Alphabet Inc. | GOOGL | 280.797.164 $ | -8.854.914 $ | -3,1 % | 289.652.078 $ | +289.652.078 $ | |||||||
| NVIDIA CORP | NVDA | 267.201.379 $ | +267.201.379 $ | ||||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | 100.682.392 $ | -147.439.260 $ | -59,4 % | 248.121.652 $ | -73.979.306 $ | -23,0 % | ||||||
| Allison Transmission Holdings Inc | ALSN | 120.618.390 $ | +120.618.390 $ | ||||||||||
| Mastercard Inc | MA | 102.916.969 $ | +102.916.969 $ | ||||||||||
| VISA INC. | V | 101.948.574 $ | +101.948.574 $ | ||||||||||
| Liberty Media Corp | FWONA | 62.030.082 $ | +62.030.082 $ | ||||||||||
| Klarna Group plc | KLAR | 2.374.060 $ | -635.601 $ | -21,1 % | 3.009.661 $ | +3.009.661 $ | |||||||
| 4.138.921.234 $ | -111.165.017 $ | -19,1 % | 4.543.169.740 $ | -528.079.211 $ | -14,0 % | 5.171.931.343 $ | +57.000.616 $ | -4,5 % | 5.114.930.727 $ | +596.810.645 $ | +8,6 % | ||