| 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 | ||||
| 108.498.281 $ | +36.469.213 $ | +58,2 % | 6 | 44.065.599 $ | +2.854.672 $ | +7,8 % | 3 | 106.078.969 $ | -543.150 $ | +1,1 % | 7 | 133.670.024 $ | +10.568.647 $ | +8,6 % | 9 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 23.709.440 $ | +7.592.604 $ | +47,1 % | 1 | 16.116.836 $ | +3.062.025 $ | +23,5 % | 1 | 13.054.811 $ | +1.023.836 $ | +8,5 % | 1 | ||||
| Nebius Group N.V. | NBIS | → 0 | Neutral | 21.394.338 $ | +13.453.274 $ | +169,4 % | 1 | ||||||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 20.324.394 $ | +175.702 $ | +0,9 % | 1 | 20.148.692 $ | +4.275.494 $ | +26,9 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Stark | 19.924.242 $ | +5.636.824 $ | +39,5 % | 1 | 14.287.418 $ | +1.213.729 $ | +9,3 % | 1 | 13.073.689 $ | -1.095.276 $ | -7,7 % | 1 | 14.168.965 $ | +2.221.843 $ | +18,6 % | 1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | → 0 | 15.894.162 $ | +2.232.817 $ | +16,3 % | 1 | 13.661.345 $ | -1.421.082 $ | -9,4 % | 1 | 15.082.427 $ | -4.475.837 $ | -22,9 % | 1 | 19.558.264 $ | +2.419.265 $ | +14,1 % | 1 | ||
| UBS Group AG | UBS | → 0 | Stark | 13.498.409 $ | +2.855.975 $ | +26,8 % | 1 | 15.810.280 $ | +816.170 $ | +5,4 % | 1 | 14.994.110 $ | +2.388.618 $ | +18,9 % | 1 | ||||
| INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | IHG | → 0 | 14.397.333 $ | +1.520.370 $ | +11,8 % | 1 | 12.876.963 $ | +476.644 $ | +3,8 % | 1 | |||||||||
| AerCap Holdings N.V. | AER | → 0 | 14.336.035 $ | +1.491.885 $ | +11,6 % | 1 | 12.844.150 $ | +217.861 $ | +1,7 % | 1 | |||||||||
| NOKIA CORP | NOK | → 0 | Neutral | 14.077.690 $ | +4.697.719 $ | +50,1 % | 1 | ||||||||||||
| SAP SE | SAP | → 0 | 14.010.889 $ | -2.189.126 $ | -13,5 % | 1 | |||||||||||||
| Sony Group Corp | SONY | → 0 | 12.653.637 $ | +980.249 $ | +8,4 % | 1 | |||||||||||||
| Ferrari N.V. | RACE | → 0 | Neutral | 12.414.354 $ | -222.201 $ | -1,8 % | 1 | ||||||||||||
| 108.498.281 $ | +36.469.213 $ | +58,2 % | 6 | 44.065.599 $ | +2.854.672 $ | +7,8 % | 3 | 106.078.969 $ | -543.150 $ | +1,1 % | 7 | 133.670.024 $ | +10.568.647 $ | +8,6 % | 9 | ||||