| 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 | ||||
| 45.282.772 $ | +31.144.310 $ | +2.619,3 % | 2 | 133.441.310 $ | +69.696.229 $ | +10.034,7 % | 7 | 361.457.382 $ | +199.250.006 $ | +275,2 % | 16 | ||||
| SoFi Technologies, Inc. | SOFI | → 0 | Schwach | 29.065.276 $ | +3.366.723 $ | +13,1 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 27.821.474 $ | +21.786.102 $ | +361,0 % | 1 | ||||||||
| HONEYWELL INTERNATIONAL INC | HON | → 0 | Schwach | 27.630.441 $ | +27.630.441 $ | 1 | |||||||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 27.471.325 $ | +9.883.475 $ | +56,2 % | 1 | ||||||||
| Airbnb, Inc. | ABNB | → 0 | Stark | 25.768.724 $ | -1.612.687 $ | -5,9 % | 1 | ||||||||
| VISA INC. | V | → 0 | Neutral | 24.577.312 $ | +24.577.312 $ | 1 | |||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 17.995.410 $ | -5.668.477 $ | -24,0 % | 1 | 23.663.887 $ | +6.823.323 $ | +40,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 23.616.846 $ | +9.889.776 $ | +72,0 % | 1 | ||||||||
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Stark | 22.408.882 $ | +15.809.687 $ | +239,6 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 21.665.926 $ | +21.254.534 $ | +5.166,5 % | 1 | ||||||||
| LAS VEGAS SANDS CORP | LVS | → 0 | Stark | 21.331.750 $ | +19.587.018 $ | +1.122,6 % | 1 | ||||||||
| ROPER TECHNOLOGIES INC | ROP | → 0 | Neutral | 21.075.138 $ | +21.075.138 $ | 1 | |||||||||
| TE Connectivity plc | TEL | → 0 | Stark | 20.552.618 $ | +19.495.563 $ | +1.844,3 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Neutral | 19.990.103 $ | +16.117.788 $ | +416,2 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 19.783.463 $ | +17.228.195 $ | +674,2 % | 1 | ||||||||
| WILLIAMS COMPANIES, INC. | WMB | → 0 | Neutral | 19.025.906 $ | +922.933 $ | +5,1 % | 1 | ||||||||
| MARSH & MCLENNAN COMPANIES, INC. | MRSH | → 0 | Neutral | 18.952.352 $ | +3.219.913 $ | +20,5 % | 1 | ||||||||
| WELLTOWER INC. | WELL | → 0 | Neutral | 18.709.866 $ | +10.019.970 $ | +115,3 % | 1 | ||||||||
| Otis Worldwide Corp | OTIS | → 0 | Neutral | 18.627.562 $ | +4.336.413 $ | +30,3 % | 1 | ||||||||
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 18.595.840 $ | +18.568.681 $ | +68.370,3 % | 1 | ||||||||
| FISERV INC | FISV | → 0 | Neutral | 18.471.285 $ | +9.677.858 $ | +110,1 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 17.948.293 $ | +13.534.893 $ | +306,7 % | 1 | ||||||||
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 17.753.976 $ | +8.670.862 $ | +95,5 % | 1 | ||||||||
| US BANCORP \DE\ | USB | → 0 | Neutral | 17.677.809 $ | +3.895.111 $ | +28,3 % | 1 | ||||||||
| 45.282.772 $ | +31.144.310 $ | +2.619,3 % | 2 | 133.441.310 $ | +69.696.229 $ | +10.034,7 % | 7 | 361.457.382 $ | +199.250.006 $ | +275,2 % | 16 | ||||