| 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 | ||||
| 3.734.698.454 $ | +294.869.953 $ | +56,8 % | 7 | 3.848.097.201 $ | -420.622.616 $ | -9,6 % | 7 | 5.769.046.320 $ | +337.018.346 $ | +11,5 % | 11 | ||||
| LINDE PLC | LIN | → 0 | Neutral | 848.631.948 $ | +63.247.612 $ | +8,1 % | 1 | 785.384.336 $ | -121.302.164 $ | -13,4 % | 1 | 906.686.500 $ | +16.608.295 $ | +1,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 440.090.238 $ | -329.611.860 $ | -42,8 % | 1 | 769.702.098 $ | -37.268.284 $ | -4,6 % | 1 | 806.970.382 $ | +21.099.176 $ | +2,7 % | 1 |
| Xylem Inc. | XYL | → 0 | Stark | 547.973.030 $ | -116.749.920 $ | -17,6 % | 1 | 664.722.950 $ | -118.187.497 $ | -15,1 % | 1 | 782.910.447 $ | +73.727.548 $ | +10,4 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 635.005.186 $ | +69.116.401 $ | +12,2 % | 1 | 565.888.785 $ | -27.426.977 $ | -4,6 % | 1 | 593.315.762 $ | -7.729.964 $ | -1,3 % | 1 |
| KLA CORP | KLAC | → 0 | Neutral | 535.647.414 $ | +277.475.798 $ | +107,5 % | 1 | ||||||||
| Veralto Corp | VLTO | → 0 | Stark | 408.503.175 $ | +36.228.905 $ | +9,7 % | 1 | ||||||||
| HUBBELL INC | HUBB | → 0 | Neutral | 364.391.954 $ | -37.984.058 $ | -9,4 % | 1 | 402.376.012 $ | -6.987.484 $ | -1,7 % | 1 | ||||
| PENTAIR plc | PNR | → 0 | Neutral | 344.824.118 $ | -51.490.032 $ | -13,0 % | 1 | 396.314.150 $ | -55.449.702 $ | -12,3 % | 1 | ||||
| Aptiv PLC | APTV | → 0 | Neutral | 389.985.620 $ | +190.646.281 $ | +95,6 % | 1 | ||||||||
| American Water Works Company, Inc. | AWK | → 0 | Neutral | 383.396.150 $ | +71.909.223 $ | +23,1 % | 1 | ||||||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Stark | 353.182.960 $ | -26.963.604 $ | -7,1 % | 1 | 380.146.564 $ | +23.420.922 $ | +6,6 % | 1 | ||||
| SMITH A O CORP | AOS | → 0 | Neutral | 356.050.147 $ | +48.375.910 $ | +15,7 % | 1 | ||||||||
| ADVANCED DRAINAGE SYSTEMS, INC. | WMS | → 0 | Stark | 345.787.561 $ | -2.921.541 $ | -0,8 % | 1 | ||||||||
| Waste Connections, Inc. | WCN | → 0 | Schwach | 343.954.488 $ | +259.482.699 $ | +307,2 % | 1 | ||||||||
| 3.734.698.454 $ | +294.869.953 $ | +56,8 % | 7 | 3.848.097.201 $ | -420.622.616 $ | -9,6 % | 7 | 5.769.046.320 $ | +337.018.346 $ | +11,5 % | 11 | ||||