| 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 | ||||
| 1.472.706.281 $ | -162.272.962 $ | -9,3 % | 8 | 1.634.979.243 $ | +75.454.252 $ | +4,8 % | 8 | 1.702.931.749 $ | +206.223.385 $ | +16,0 % | 9 | ||||
| FAIR ISAAC CORP | FICO | → 0 | Neutral | 190.459.811 $ | -60.424.816 $ | -24,1 % | 1 | 250.884.627 $ | +27.108.497 $ | +12,1 % | 1 | 223.776.130 $ | +32.344.847 $ | +16,9 % | 1 |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 228.804.221 $ | +7.527.538 $ | +3,4 % | 1 | 221.276.683 $ | +9.013.047 $ | +4,2 % | 1 | 212.263.636 $ | +41.705.462 $ | +24,5 % | 1 |
| TransDigm Group INC | TDG | → 0 | Neutral | 207.001.846 $ | -19.909.130 $ | -8,8 % | 1 | 226.910.976 $ | +20.346.928 $ | +9,9 % | 1 | 206.564.048 $ | +2.301.039 $ | +1,1 % | 1 |
| Apollo Global Management, Inc. | APO | → 0 | Neutral | 187.354.958 $ | -31.524.333 $ | -14,4 % | 1 | 218.879.291 $ | +24.479.009 $ | +12,6 % | 1 | 194.400.282 $ | +13.520.289 $ | +7,5 % | 1 |
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Stark | 191.927.081 $ | -12.162.510 $ | -6,0 % | 1 | 204.089.591 $ | +8.622.275 $ | +4,4 % | 1 | 195.467.316 $ | +13.079.402 $ | +7,2 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 193.344.859 $ | +32.817.234 $ | +20,4 % | 1 | 160.527.625 $ | -27.897.276 $ | -14,8 % | 1 | 188.424.901 $ | +75.416.985 $ | +66,7 % | 1 |
| Blackstone Inc. | BX | → 0 | Stark | 141.770.021 $ | -35.959.565 $ | -20,2 % | 1 | 177.729.586 $ | -7.716.129 $ | -4,2 % | 1 | 185.445.715 $ | +11.974.798 $ | +6,9 % | 1 |
| AeroVironment Inc | AVAV | → 0 | Sehr schwach | 132.043.484 $ | -42.637.380 $ | -24,4 % | 1 | 174.680.864 $ | +21.497.901 $ | +14,0 % | 1 | 153.182.963 $ | -4.401.510 $ | -2,8 % | 1 |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 143.406.758 $ | +20.282.073 $ | +16,5 % | 1 | ||||||||
| 1.472.706.281 $ | -162.272.962 $ | -9,3 % | 8 | 1.634.979.243 $ | +75.454.252 $ | +4,8 % | 8 | 1.702.931.749 $ | +206.223.385 $ | +16,0 % | 9 | ||||