| 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 | ||||
| 1.716.586.661 $ | +1.070.408.542 $ | +213,4 % | 9 | 1.346.468.106 $ | +682.661.690 $ | +81,6 % | 7 | 2.150.470.908 $ | +1.230.006.665 $ | +34,5 % | 9 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 538.413.119 $ | +538.413.119 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 471.334.499 $ | +220.639.859 $ | +88,0 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 461.288.000 $ | +290.476.949 $ | +170,1 % | 1 | 170.811.051 $ | +110.359.131 $ | +182,6 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 455.273.908 $ | +302.014.048 $ | +197,1 % | 1 | 153.259.860 $ | +4.426.781 $ | +3,0 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 279.154.135 $ | +210.732.866 $ | +308,0 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 267.288.660 $ | +238.188.060 $ | +818,5 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 223.251.520 $ | +223.251.520 $ | 1 | |||||||||
| Vistra Corp. | VST | → 0 | Neutral | 177.151.013 $ | -24.058.826 $ | -12,0 % | 1 | 201.209.839 $ | +88.218.609 $ | +78,1 % | 1 | ||||
| Sea Ltd | SE | → 0 | Sehr schwach | 112.455.979 $ | -38.663.206 $ | -25,6 % | 1 | 151.119.185 $ | -30.649.225 $ | -16,9 % | 1 | 181.768.410 $ | -21.835.210 $ | -10,7 % | 1 |
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 177.858.969 $ | +177.858.969 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 141.734.950 $ | +141.734.950 $ | 1 | |||||||||
| CARVANA CO. | CVNA | → 0 | Schwach | 139.578.800 $ | +139.578.800 $ | 1 | |||||||||
| Natera, Inc. | NTRA | → 0 | Neutral | 135.793.211 $ | +85.892.510 $ | +172,1 % | 1 | ||||||||
| Talen Energy Corp | TLN | → 0 | Schwach | 121.658.681 $ | +41.696.931 $ | +52,1 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 119.996.180 $ | -4.383.744 $ | -3,5 % | 1 | ||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 112.588.525 $ | +6.957.342 $ | +6,6 % | 1 | 105.631.183 $ | +38.514.796 $ | +57,4 % | 1 | ||||
| TEXAS INSTRUMENTS INC | TXN | → 0 | Schwach | 108.622.797 $ | +108.622.797 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 103.521.600 $ | +103.521.600 $ | 1 | |||||||||
| VISA INC. | V | → 0 | Neutral | 102.761.601 $ | +31.567.471 $ | +44,3 % | 1 | ||||||||
| 1.716.586.661 $ | +1.070.408.542 $ | +213,4 % | 9 | 1.346.468.106 $ | +682.661.690 $ | +81,6 % | 7 | 2.150.470.908 $ | +1.230.006.665 $ | +34,5 % | 9 | ||||