| 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 | ||||
| 493.738.383 $ | +55.518.016 $ | +13,1 % | 7 | 395.122.786 $ | -44.538.068 $ | -6,8 % | 6 | 530.038.065 $ | +50.254.231 $ | +18,8 % | 8 | 328.445.851 $ | +54.844.155 $ | +36,1 % | 4 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 68.742.364 $ | -2.390.911 $ | -3,4 % | 1 | 71.133.275 $ | -29.856.737 $ | -29,6 % | 1 | 100.990.012 $ | -22.931.597 $ | -18,5 % | 1 | 123.921.609 $ | +4.604.390 $ | +3,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 94.960.264 $ | +13.172.108 $ | +16,1 % | 1 | 81.788.156 $ | -11.971.832 $ | -12,8 % | 1 | 93.759.988 $ | +29.129.124 $ | +45,1 % | 1 | 64.630.864 $ | +17.816.401 $ | +38,1 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 85.622.975 $ | +25.905.393 $ | +43,4 % | 1 | 59.717.582 $ | +4.958.469 $ | +9,1 % | 1 | 54.759.113 $ | +14.119.526 $ | +34,7 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 76.189.194 $ | +3.812.916 $ | +5,3 % | 1 | 72.376.278 $ | -10.017.229 $ | -12,2 % | 1 | 82.393.507 $ | +1.142.946 $ | +1,4 % | 1 | 81.250.561 $ | +3.401.555 $ | +4,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 67.578.871 $ | +5.024.932 $ | +8,0 % | 1 | 62.553.939 $ | +1.150.280 $ | +1,9 % | 1 | 61.403.659 $ | +2.760.842 $ | +4,7 % | 1 | 58.642.817 $ | +29.021.809 $ | +98,0 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 51.795.898 $ | +4.242.342 $ | +8,9 % | 1 | 47.553.556 $ | +1.198.981 $ | +2,6 % | 1 | 46.354.575 $ | +3.767.877 $ | +8,8 % | 1 | ||||
| PNC FINANCIAL SERVICES GROUP, INC. | PNC | → 0 | Neutral | 48.848.817 $ | +5.751.236 $ | +13,3 % | 1 | 45.319.249 $ | +5.193.327 $ | +12,9 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 45.057.962 $ | +17.072.186 $ | +61,0 % | 1 | ||||||||||||
| 493.738.383 $ | +55.518.016 $ | +13,1 % | 7 | 395.122.786 $ | -44.538.068 $ | -6,8 % | 6 | 530.038.065 $ | +50.254.231 $ | +18,8 % | 8 | 328.445.851 $ | +54.844.155 $ | +36,1 % | 4 | ||||