| 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 | ||||
| 160.592.311 $ | -93.604.002 $ | -36,9 % | 3 | 723.009.737 $ | +179.378.830 $ | +59,8 % | 12 | 598.894.273 $ | +204.801.919 $ | +95,3 % | 10 | ||||
| GeneDx Holdings Corp. | WGS | → 0 | Neutral | 47.477.204 $ | -41.005.866 $ | -46,3 % | 1 | 88.483.070 $ | +14.164.018 $ | +19,1 % | 1 | 74.319.052 $ | +20.216.161 $ | +37,4 % | 1 |
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 87.813.302 $ | +71.089.565 $ | +425,1 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 74.927.007 $ | -9.964.896 $ | -11,7 % | 1 | 144.905.105 $ | +39.711.563 $ | +69,7 % | 2 | 127.676.444 $ | +37.575.687 $ | +149,6 % | 2 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 83.400.268 $ | +58.150.205 $ | +230,3 % | 1 | ||||||||
| AppLovin Corp | APP | → 0 | Neutral | 38.188.100 $ | -42.633.240 $ | -52,7 % | 1 | 80.821.340 $ | -517.388 $ | -0,6 % | 1 | 81.338.728 $ | +39.460.408 $ | +94,2 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 73.504.718 $ | +3.991.031 $ | +5,7 % | 1 | 69.513.687 $ | +12.886.907 $ | +22,8 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 58.018.679 $ | +4.263.733 $ | +7,9 % | 1 | 53.754.946 $ | +8.039.072 $ | +17,6 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 48.494.281 $ | +27.187.406 $ | +127,6 % | 1 | ||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 41.783.940 $ | +756.360 $ | +1,8 % | 1 | 41.027.580 $ | +3.276.292 $ | +8,7 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 39.800.128 $ | +24.308.382 $ | +156,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 32.892.073 $ | +1.068.055 $ | +3,4 % | 1 | 31.824.018 $ | +7.305.550 $ | +29,8 % | 1 | ||||
| CyberArk Software Ltd. | → 0 | 31.626.516 $ | +4.952.277 $ | +18,6 % | 1 | ||||||||||
| Hut 8 Corp. | HUT | → 0 | Neutral | 30.906.135 $ | +6.295.465 $ | +25,6 % | 1 | ||||||||
| 160.592.311 $ | -93.604.002 $ | -36,9 % | 3 | 723.009.737 $ | +179.378.830 $ | +59,8 % | 12 | 598.894.273 $ | +204.801.919 $ | +95,3 % | 10 | ||||