| 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 | ||||
| 151.537.031 $ | +7.879.351 $ | +4,8 % | 5 | 336.429.438 $ | +107.407.751 $ | +60,8 % | 13 | 172.390.372 $ | +71.525.803 $ | +31,4 % | 7 | ||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 43.980.194 $ | +8.400.497 $ | +23,6 % | 1 | 35.579.697 $ | +2.105.156 $ | +6,3 % | 1 | 33.474.541 $ | +4.668.144 $ | +16,2 % | 1 |
| Vertiv Holdings Co | VRT | → 0 | Neutral | 41.393.561 $ | +12.397.011 $ | +42,8 % | 1 | 28.996.550 $ | +1.995.627 $ | +7,4 % | 1 | 27.000.923 $ | +4.018.101 $ | +17,5 % | 1 |
| STATE STREET CORP | STT | → 0 | Stark | 33.812.747 $ | +24.274.869 $ | +254,5 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 20.259.874 $ | -11.218.529 $ | -35,6 % | 1 | 31.478.403 $ | +14.597.577 $ | +86,5 % | 1 | ||||
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 29.767.287 $ | +20.538.554 $ | +222,6 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 25.950.843 $ | +2.615.434 $ | +11,2 % | 1 | 23.335.409 $ | +5.146.089 $ | +28,3 % | 1 | ||||
| Hut 8 Corp. | HUT | → 0 | Schwach | 19.952.559 $ | -4.315.062 $ | -17,8 % | 1 | 24.267.621 $ | -816.012 $ | -3,3 % | 1 | 25.083.633 $ | +25.083.633 $ | 1 | |
| IREN Ltd | IREN | → 0 | Neutral | 24.074.761 $ | +24.074.761 $ | 1 | |||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 22.289.259 $ | +2.121.715 $ | +10,5 % | 1 | 20.167.544 $ | +1.573.581 $ | +8,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 21.867.846 $ | +713.214 $ | +3,4 % | 1 | 21.154.632 $ | +838.915 $ | +4,1 % | 1 | ||||
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 21.822.504 $ | +21.822.504 $ | 1 | |||||||||
| Mastercard Inc | MA | → 0 | Neutral | 21.781.926 $ | +2.201.779 $ | +11,2 % | 1 | ||||||||
| Rocket Companies, Inc. | RKT | → 0 | Schwach | 21.434.338 $ | +11.268.668 $ | +110,9 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 20.792.689 $ | +9.419.672 $ | +82,8 % | 1 | ||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 20.637.500 $ | +3.287.007 $ | +18,9 % | 1 | ||||||||
| 151.537.031 $ | +7.879.351 $ | +4,8 % | 5 | 336.429.438 $ | +107.407.751 $ | +60,8 % | 13 | 172.390.372 $ | +71.525.803 $ | +31,4 % | 7 | ||||