| 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 | ||||
| 456.312.676 $ | +163.578.989 $ | +61,3 % | 7 | 263.141.475 $ | +2.718.619 $ | +3,4 % | 6 | 298.427.858 $ | +24.736.738 $ | +12,0 % | 7 | 213.294.109 $ | +27.584.278 $ | +15,5 % | 5 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 101.184.356 $ | +65.005.348 $ | +179,7 % | 1 | 36.179.008 $ | -3.362.209 $ | -8,5 % | 1 | 39.541.217 $ | +3.773.574 $ | +10,6 % | 1 | 35.767.643 $ | +4.008.649 $ | +12,6 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 79.217.491 $ | +39.473.740 $ | +99,3 % | 1 | 39.743.751 $ | -3.749.663 $ | -8,6 % | 1 | 43.493.414 $ | +7.392.501 $ | +20,5 % | 1 | 36.100.913 $ | +7.295.281 $ | +25,3 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 78.184.136 $ | +41.121.112 $ | +110,9 % | 1 | 37.063.024 $ | +6.738.975 $ | +22,2 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 69.169.312 $ | +8.929.285 $ | +14,8 % | 1 | 60.240.027 $ | -7.379.465 $ | -10,9 % | 1 | 67.619.492 $ | -3.711.908 $ | -5,2 % | 1 | 71.331.400 $ | +8.063.041 $ | +12,7 % | 1 |
| WisdomTree, Inc. | WT | → 0 | Stark | 47.724.323 $ | +2.666.071 $ | +5,9 % | 1 | 45.058.252 $ | +5.478.276 $ | +13,8 % | 1 | 39.579.976 $ | +8.648.920 $ | +28,0 % | 1 | ||||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 47.391.672 $ | +2.534.259 $ | +5,6 % | 1 | 44.857.413 $ | +4.992.705 $ | +12,5 % | 1 | 39.864.708 $ | +8.870.640 $ | +28,6 % | 1 | 30.994.068 $ | -97.632 $ | -0,3 % | 1 | ||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 36.490.120 $ | -2.609.965 $ | -6,7 % | 1 | 39.100.085 $ | +8.314.939 $ | +27,0 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 33.441.386 $ | +3.849.174 $ | +13,0 % | 1 | 31.838.931 $ | +2.372.976 $ | +8,1 % | 1 | ||||||||
| 456.312.676 $ | +163.578.989 $ | +61,3 % | 7 | 263.141.475 $ | +2.718.619 $ | +3,4 % | 6 | 298.427.858 $ | +24.736.738 $ | +12,0 % | 7 | 213.294.109 $ | +27.584.278 $ | +15,5 % | 5 | ||||