| 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 | ||||
| 1.460.610.211 $ | -215.348.237 $ | +64,5 % | 7 | 2.218.422.436 $ | +148.023.889 $ | +6,2 % | 9 | 2.121.041.898 $ | +127.641.643 $ | +16,6 % | 9 | ||||
| TKO Group Holdings, Inc. | TKO | → 0 | Schwach | 382.230.196 $ | -216.960.891 $ | -36,2 % | 1 | 599.191.087 $ | +54.430.444 $ | +10,0 % | 1 | 544.760.643 $ | +71.579.108 $ | +15,1 % | 1 |
| Toast, Inc. | TOST | → 0 | Neutral | 172.578.085 $ | -146.599.502 $ | -45,9 % | 1 | 319.177.587 $ | +101.631.657 $ | +46,7 % | 1 | 217.545.930 $ | -13.292.133 $ | -5,8 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 192.995.810 $ | -54.329.929 $ | -22,0 % | 1 | 247.325.739 $ | +781.095 $ | +0,3 % | 1 | 246.544.644 $ | +36.345.164 $ | +17,3 % | 1 |
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 183.123.163 $ | -30.648.825 $ | -14,3 % | 1 | 213.771.988 $ | -4.444.180 $ | -2,0 % | 1 | 218.216.168 $ | -823.477 $ | -0,4 % | 1 |
| TransUnion | TRU | → 0 | Schwach | 204.980.923 $ | -17.246.269 $ | -7,8 % | 1 | ||||||||
| Solstice Advanced Materials Inc. | SOLS | → 0 | Schwach | 202.986.811 $ | +168.413.688 $ | +487,1 % | 1 | ||||||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 159.994.329 $ | -32.252.483 $ | -16,8 % | 1 | 192.246.812 $ | +192.246.812 $ | 1 | |||||
| Spotify Technology S.A. | SPOT | → 0 | Schwach | 176.885.427 $ | +22.547.855 $ | +14,6 % | 1 | ||||||||
| GENERAL ELECTRIC CO | GE | → 0 | Neutral | 161.529.546 $ | -13.809.447 $ | -7,9 % | 1 | 175.338.993 $ | +4.104.127 $ | +2,4 % | 1 | 171.234.866 $ | -249.833.296 $ | -59,3 % | 1 |
| PROCORE TECHNOLOGIES, INC. | PCOR | → 0 | Neutral | 168.977.275 $ | +419.049 $ | +0,2 % | 1 | 168.558.226 $ | +10.401.975 $ | +6,6 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 165.166.600 $ | +78.586.669 $ | +90,8 % | 1 | ||||||||
| Reddit, Inc. | RDDT | → 0 | Neutral | 157.760.011 $ | +806.325 $ | +0,5 % | 1 | 156.953.686 $ | +98.263.759 $ | +167,4 % | 1 | ||||
| 1.460.610.211 $ | -215.348.237 $ | +64,5 % | 7 | 2.218.422.436 $ | +148.023.889 $ | +6,2 % | 9 | 2.121.041.898 $ | +127.641.643 $ | +16,6 % | 9 | ||||