| 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 | ||||
| 3.203.375.471 $ | +174.940.388 $ | +6,8 % | 8 | 3.836.440.794 $ | +473.646.014 $ | +31,3 % | 10 | 2.840.013.830 $ | +146.903.776 $ | +5,7 % | 7 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 796.005.230 $ | +118.018.961 $ | +17,4 % | 1 | 677.986.269 $ | +34.724.625 $ | +5,4 % | 1 | 643.261.644 $ | +53.333.441 $ | +9,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 386.765.188 $ | -34.888.155 $ | -8,3 % | 1 | 421.653.343 $ | -145.571.450 $ | -25,7 % | 1 | 567.224.793 $ | +104.459.565 $ | +22,6 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 513.277.541 $ | +286.747.223 $ | +126,6 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 293.522.035 $ | -70.677.426 $ | -19,4 % | 1 | 364.199.461 $ | -87.919.641 $ | -19,4 % | 1 | 452.119.102 $ | -23.058.909 $ | -4,9 % | 1 |
| S&P Global Inc. | SPGI | → 0 | Neutral | 406.158.033 $ | -45.846.030 $ | -10,1 % | 1 | 452.004.063 $ | +101.336.234 $ | +28,9 % | 1 | 350.667.829 $ | +104.424.841 $ | +42,4 % | 1 |
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 431.064.847 $ | +146.293.625 $ | +51,4 % | 1 | 284.771.222 $ | -25.562.191 $ | -8,2 % | 1 | 310.333.413 $ | -46.200.389 $ | -13,0 % | 1 |
| Cencora, Inc. | COR | → 0 | Neutral | 345.929.707 $ | +50.358.265 $ | +17,0 % | 1 | 295.571.442 $ | +21.860.105 $ | +8,0 % | 1 | 273.711.337 $ | -2.895.878 $ | -1,0 % | 1 |
| MCKESSON CORP | MCK | → 0 | Schwach | 274.936.139 $ | -19.176.568 $ | -6,5 % | 1 | 294.112.707 $ | +51.416.995 $ | +21,2 % | 1 | 242.695.712 $ | -43.158.895 $ | -15,1 % | 1 |
| Tradeweb Markets Inc. | TW | → 0 | Stark | 268.994.292 $ | +30.857.716 $ | +13,0 % | 1 | ||||||||
| Salesforce, Inc. | CRM | → 0 | Neutral | 267.071.874 $ | +149.887.935 $ | +127,9 % | 1 | ||||||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 265.792.872 $ | +86.726.179 $ | +48,4 % | 1 | ||||||||
| 3.203.375.471 $ | +174.940.388 $ | +6,8 % | 8 | 3.836.440.794 $ | +473.646.014 $ | +31,3 % | 10 | 2.840.013.830 $ | +146.903.776 $ | +5,7 % | 7 | ||||