| 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 | ||||
| 91.540.580 $ | +37.273.765 $ | +43,7 % | 7 | 30.012.832 $ | +2.189.055 $ | +14,5 % | 3 | 86.576.710 $ | +6.845.805 $ | +7,9 % | 7 | 94.187.836 $ | +17.844.414 $ | +26,6 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 20.435.387 $ | +4.710.950 $ | +30,0 % | 1 | 15.724.437 $ | +4.358.163 $ | +38,3 % | 1 | ||||||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 19.967.558 $ | +9.293.358 $ | +87,1 % | 1 | 10.674.200 $ | -2.383.579 $ | -18,3 % | 1 | 13.057.779 $ | -428.652 $ | -3,2 % | 1 | 13.486.431 $ | -181.921 $ | -1,3 % | 1 |
| GENERAC HOLDINGS INC. | GNRC | → 0 | Neutral | 14.606.827 $ | +4.337.938 $ | +42,2 % | 1 | 10.268.889 $ | +2.618.532 $ | +34,2 % | 1 | 9.316.312 $ | +1.534.997 $ | +19,7 % | 1 | ||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 12.759.330 $ | +3.727.302 $ | +41,3 % | 1 | ||||||||||||
| ROKU, INC | ROKU | → 0 | Stark | 12.633.010 $ | +1.165.421 $ | +10,2 % | 1 | 11.467.589 $ | +4.736.182 $ | +70,4 % | 1 | ||||||||
| KLA CORP | KLAC | → 0 | Neutral | 12.559.886 $ | +12.559.886 $ | 1 | |||||||||||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 12.237.728 $ | +1.622.039 $ | +15,3 % | 1 | ||||||||||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 11.200.528 $ | +2.848.296 $ | +34,1 % | 1 | 10.351.632 $ | -1.027.153 $ | -9,0 % | 1 | 11.378.785 $ | +3.570.588 $ | +45,7 % | 1 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 11.369.483 $ | +2.299.740 $ | +25,4 % | 1 | 9.069.743 $ | +1.954.102 $ | +27,5 % | 1 | ||||||||
| ESTEE LAUDER COMPANIES INC | EL | → 0 | Schwach | 10.640.390 $ | +1.811.118 $ | +20,5 % | 1 | ||||||||||||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 10.368.949 $ | +579.726 $ | +5,9 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 10.217.402 $ | +9.797 $ | +0,1 % | 1 | 10.207.605 $ | +1.624.640 $ | +18,9 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 9.241.110 $ | +604.324 $ | +7,0 % | 1 | ||||||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 9.076.968 $ | +2.207.245 $ | +32,1 % | 1 | ||||||||||||
| 91.540.580 $ | +37.273.765 $ | +43,7 % | 7 | 30.012.832 $ | +2.189.055 $ | +14,5 % | 3 | 86.576.710 $ | +6.845.805 $ | +7,9 % | 7 | 94.187.836 $ | +17.844.414 $ | +26,6 % | 8 | ||||