| 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 | ||||
| 1.562.020.829 $ | +472.666.724 $ | +48,0 % | 11 | 680.600.370 $ | +20.025.722 $ | +4,5 % | 6 | 589.103.257 $ | +63.902.325 $ | +12,4 % | 5 | 333.688.620 $ | +66.850.113 $ | +27,6 % | 3 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 194.408.916 $ | +93.847.462 $ | +93,3 % | 1 | 100.561.454 $ | +21.409.818 $ | +27,0 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 166.578.552 $ | +65.642.150 $ | +65,0 % | 1 | 100.936.402 $ | +7.019.863 $ | +7,5 % | 1 | ||||||||
| KLA CORP | KLAC | → 0 | Sehr stark | 158.824.368 $ | +74.293.309 $ | +87,9 % | 1 | ||||||||||||
| MUELLER INDUSTRIES INC | MLI | → 0 | Stark | 152.742.983 $ | +82.373.903 $ | +117,1 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 141.991.869 $ | +19.257.173 $ | +15,7 % | 1 | 122.734.696 $ | -1.155.765 $ | -0,9 % | 1 | 123.890.461 $ | +10.781.745 $ | +9,5 % | 1 | 113.108.716 $ | +39.615.719 $ | +53,9 % | 1 |
| Chubb Ltd | CB | → 0 | Neutral | 137.811.953 $ | +4.487.026 $ | +3,4 % | 1 | 133.324.927 $ | +8.382.042 $ | +6,7 % | 1 | 124.942.885 $ | +14.600.350 $ | +13,2 % | 1 | 110.342.535 $ | +7.898.702 $ | +7,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 133.344.193 $ | +20.858.125 $ | +18,5 % | 1 | 112.486.068 $ | -6.056.335 $ | -5,1 % | 1 | 118.542.403 $ | +24.625.742 $ | +26,2 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 129.752.397 $ | +19.195.574 $ | +17,4 % | 1 | 110.556.823 $ | -9.573.901 $ | -8,0 % | 1 | 120.130.724 $ | +9.893.355 $ | +9,0 % | 1 | 110.237.369 $ | +19.335.692 $ | +21,3 % | 1 |
| CINCINNATI FINANCIAL CORP | CINF | → 0 | Stark | 117.989.166 $ | +34.224.838 $ | +40,9 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 116.658.091 $ | +30.709.317 $ | +35,7 % | 1 | ||||||||||||
| AUTOMATIC DATA PROCESSING INC | ADP | → 0 | Neutral | 111.918.341 $ | +27.777.847 $ | +33,0 % | 1 | ||||||||||||
| ABBOTT LABORATORIES | ABT | → 0 | Schwach | 101.596.784 $ | +4.001.133 $ | +4,1 % | 1 | ||||||||||||
| 1.562.020.829 $ | +472.666.724 $ | +48,0 % | 11 | 680.600.370 $ | +20.025.722 $ | +4,5 % | 6 | 589.103.257 $ | +63.902.325 $ | +12,4 % | 5 | 333.688.620 $ | +66.850.113 $ | +27,6 % | 3 | ||||