| 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 | ||||
| 99.175.510 $ | +8.368.760 $ | -7,1 % | 9 | 106.372.215 $ | +36.211.609 $ | +26,3 % | 8 | 80.300.618 $ | -12.789.816 $ | +56,8 % | 8 | ||||
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | → 0 | Neutral | 12.544.369 $ | -8.204.378 $ | -39,5 % | 1 | 20.748.747 $ | +20.748.747 $ | 1 | |||||
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 15.083.970 $ | -2.166.153 $ | -12,6 % | 1 | 17.250.123 $ | +5.387.816 $ | +45,4 % | 1 | 11.862.307 $ | +1.350.287 $ | +12,8 % | 1 |
| SYSCO CORP | SYY | → 0 | Stark | 15.565.465 $ | +7.214.295 $ | +86,4 % | 1 | 8.351.170 $ | +4.076.556 $ | +95,4 % | 1 | ||||
| VISA INC. | V | → 0 | Neutral | 15.121.369 $ | +1.278.144 $ | +9,2 % | 1 | 13.843.225 $ | +302.729 $ | +2,2 % | 1 | 13.540.496 $ | +3.817.807 $ | +39,3 % | 1 |
| Sotera Health Co | SHC | → 0 | Neutral | 8.714.260 $ | -1.108.645 $ | -11,3 % | 1 | 9.822.905 $ | -2.687.353 $ | -21,5 % | 1 | 12.510.258 $ | +3.666.389 $ | +41,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 12.235.029 $ | +2.685.775 $ | +28,1 % | 1 | 9.549.254 $ | +810.148 $ | +9,3 % | 1 | 8.739.106 $ | +6.578.773 $ | +304,5 % | 1 |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 11.276.942 $ | +11.276.942 $ | 1 | |||||||||
| ACM Research, Inc. | ACMR | → 0 | Neutral | 8.804.759 $ | -1.589.606 $ | -15,3 % | 1 | 10.394.365 $ | +3.484.750 $ | +50,4 % | 1 | ||||
| Noble Corp plc | NE | → 0 | Stark | 9.954.136 $ | +608.934 $ | +6,5 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 8.450.526 $ | -747.605 $ | -8,1 % | 1 | 9.198.131 $ | +950.477 $ | +11,5 % | 1 | 8.247.654 $ | +2.268.699 $ | +37,9 % | 1 |
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 7.095.491 $ | -35.157.261 $ | -83,2 % | 1 | ||||||||
| ADTRAN Holdings, Inc. | ADTN | → 0 | Neutral | 6.944.286 $ | +6.944.286 $ | 1 | |||||||||
| 99.175.510 $ | +8.368.760 $ | -7,1 % | 9 | 106.372.215 $ | +36.211.609 $ | +26,3 % | 8 | 80.300.618 $ | -12.789.816 $ | +56,8 % | 8 | ||||