| 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 | ||||
| 7.679.785.948 $ | -1.932.500.800 $ | -15,7 % | 8 | 12.958.804.201 $ | +4.088.774.855 $ | +83,2 % | 11 | 6.793.361.242 $ | +1.791.852.982 $ | +219,1 % | 6 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 1.502.674.698 $ | -455.118.377 $ | -23,2 % | 1 | 1.957.793.075 $ | +472.366.524 $ | +31,8 % | 1 | 1.485.426.551 $ | +295.163.981 $ | +24,8 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 863.957.655 $ | -700.221.811 $ | -44,8 % | 1 | 1.564.179.466 $ | +456.376.742 $ | +41,2 % | 1 | 1.107.802.724 $ | +1.021.967.540 $ | +1.190,6 % | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 1.546.536.323 $ | +1.036.873.408 $ | +203,4 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.072.090.750 $ | -442.993.137 $ | -29,2 % | 1 | 1.515.083.887 $ | +220.712.458 $ | +17,1 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 1.170.161.663 $ | -190.919.478 $ | -14,0 % | 1 | 1.361.081.141 $ | +629.491.490 $ | +86,0 % | 1 | 731.589.651 $ | -385.421.028 $ | -34,5 % | 1 |
| Arista Networks, Inc. | ANET | → 0 | Stark | 837.035.584 $ | -311.732.860 $ | -27,1 % | 1 | 1.148.768.444 $ | -115.472.716 $ | -9,1 % | 1 | 1.264.241.160 $ | +330.229.332 $ | +35,4 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 761.588.972 $ | -400.156.592 $ | -34,4 % | 1 | 1.161.745.564 $ | +637.518.673 $ | +121,6 % | 1 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.005.087.665 $ | +180.537.340 $ | +21,9 % | 1 | 824.550.325 $ | +583.285.951 $ | +241,8 % | 1 | ||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Neutral | 751.898.606 $ | -138.802.941 $ | -15,6 % | 1 | 890.701.547 $ | +201.484.278 $ | +29,2 % | 1 | 689.217.269 $ | +309.200.699 $ | +81,4 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Stark | 787.381.105 $ | +83.913.919 $ | +11,9 % | 1 | 703.467.186 $ | +176.183.414 $ | +33,4 % | 1 | ||||
| iSHARES TRUST | → 0 | 727.890.380 $ | +453.660.228 $ | +165,4 % | 1 | ||||||||||
| 7.679.785.948 $ | -1.932.500.800 $ | -15,7 % | 8 | 12.958.804.201 $ | +4.088.774.855 $ | +83,2 % | 11 | 6.793.361.242 $ | +1.791.852.982 $ | +219,1 % | 6 | ||||