| 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 | ||||
| 1.001.128.379 $ | +290.534.625 $ | +29,3 % | 15 | 381.874.757 $ | +61.732.003 $ | +20,8 % | 5 | 328.141.354 $ | +90.032.609 $ | +17,0 % | 5 | ||||
| EQUINIX INC | EQIX | → 0 | Stark | 134.295.820 $ | +30.920.915 $ | +29,9 % | 1 | 103.374.905 $ | +13.015.638 $ | +14,4 % | 1 | 90.359.267 $ | +21.439.745 $ | +31,1 % | 1 |
| SBA COMMUNICATIONS CORP | SBAC | → 0 | Schwach | 100.381.953 $ | +7.958.778 $ | +8,6 % | 1 | 92.423.175 $ | +15.059.972 $ | +19,5 % | 1 | 77.363.203 $ | +8.896.306 $ | +13,0 % | 1 |
| AMDOCS LTD | DOX | → 0 | Stark | 96.197.158 $ | +16.042.851 $ | +20,0 % | 1 | 80.154.307 $ | +17.022.412 $ | +27,0 % | 1 | 63.131.895 $ | +10.119.996 $ | +19,1 % | 1 |
| AT&T INC. | T | → 0 | Stark | 86.391.127 $ | +37.434.441 $ | +76,5 % | 1 | 48.956.686 $ | -1.127.039 $ | -2,3 % | 1 | 50.083.725 $ | +2.373.298 $ | +5,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 62.363.952 $ | +5.398.268 $ | +9,5 % | 1 | 56.965.684 $ | +17.761.020 $ | +45,3 % | 1 | ||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 61.647.715 $ | +17.118.480 $ | +38,4 % | 1 | ||||||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Schwach | 56.352.628 $ | +14.710.932 $ | +35,3 % | 1 | 47.203.264 $ | +47.203.264 $ | 1 | |||||
| NVIDIA CORP | NVDA | → 0 | Stark | 53.054.223 $ | +14.925.415 $ | +39,1 % | 1 | ||||||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 52.441.479 $ | +6.707.528 $ | +14,7 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 51.817.438 $ | +12.664.319 $ | +32,3 % | 1 | ||||||||
| IRON MOUNTAIN INC | IRM | → 0 | Neutral | 51.480.706 $ | +51.480.706 $ | 1 | |||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 51.277.805 $ | +12.447.902 $ | +32,1 % | 1 | ||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 48.744.192 $ | +14.230.657 $ | +41,2 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 47.806.654 $ | +1.617.904 $ | +3,5 % | 1 | ||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 46.875.529 $ | +46.875.529 $ | 1 | |||||||||
| 1.001.128.379 $ | +290.534.625 $ | +29,3 % | 15 | 381.874.757 $ | +61.732.003 $ | +20,8 % | 5 | 328.141.354 $ | +90.032.609 $ | +17,0 % | 5 | ||||