| 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 | ||||
| 629.247.250 $ | +13.116.697 $ | +22,7 % | 3 | 1.676.033.022 $ | +134.006.893 $ | +25,9 % | 10 | 2.086.823.477 $ | +268.317.851 $ | +20,9 % | 12 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 284.059.245 $ | -59.113.544 $ | -17,2 % | 1 | 343.172.789 $ | +107.700.212 $ | +45,7 % | 1 | 235.472.577 $ | +78.402.720 $ | +49,9 % | 1 |
| Prologis, Inc. | PLD | → 0 | Neutral | 111.518.925 $ | -192.716.968 $ | -63,3 % | 1 | 304.235.893 $ | +62.882.160 $ | +26,1 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 143.727.028 $ | -100.452.730 $ | -41,1 % | 1 | 244.179.758 $ | +9.838.964 $ | +4,2 % | 1 | ||||
| Burlington Stores, Inc. | BURL | → 0 | Stark | 189.722.457 $ | -25.270.490 $ | -11,8 % | 1 | 214.992.947 $ | +24.866.744 $ | +13,1 % | 1 | ||||
| Gildan Activewear Inc. | GIL | → 0 | Schwach | 200.585.583 $ | +7.255.581 $ | +3,8 % | 1 | 193.330.002 $ | +26.654.974 $ | +16,0 % | 1 | 166.675.028 $ | +69.541.496 $ | +71,6 % | 1 |
| Corteva, Inc. | CTVA | → 0 | Neutral | 196.954.316 $ | +33.167.441 $ | +20,3 % | 1 | 163.786.875 $ | -10.688.079 $ | -6,1 % | 1 | ||||
| INTUIT INC. | INTU | → 0 | Schwach | 168.510.091 $ | +30.751.241 $ | +22,3 % | 1 | ||||||||
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 144.602.422 $ | +64.974.660 $ | +81,6 % | 1 | ||||||||
| GE HealthCare Technologies Inc. | GEHC | → 0 | Stark | 144.454.936 $ | +144.454.936 $ | 1 | |||||||||
| Core & Main, Inc. | CNM | → 0 | Stark | 132.935.392 $ | -91.683.506 $ | -40,8 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Stark | 127.289.015 $ | +66.480.345 $ | +109,3 % | 1 | ||||||||
| TREX CO INC | TREX | → 0 | Neutral | 119.240.874 $ | +12.375.038 $ | +11,6 % | 1 | ||||||||
| TechnipFMC plc | FTI | → 0 | Sehr stark | 114.942.743 $ | +18.970.173 $ | +19,8 % | 1 | ||||||||
| United Airlines Holdings, Inc. | UAL | → 0 | Schwach | 114.491.268 $ | +6.913.840 $ | +6,4 % | 1 | ||||||||
| Sprouts Farmers Market, Inc. | SFM | → 0 | Stark | 112.730.509 $ | +33.413.213 $ | +42,1 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 111.372.286 $ | +67.075.333 $ | +151,4 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 109.120.790 $ | +29.647.687 $ | +37,3 % | 1 | ||||||||
| 629.247.250 $ | +13.116.697 $ | +22,7 % | 3 | 1.676.033.022 $ | +134.006.893 $ | +25,9 % | 10 | 2.086.823.477 $ | +268.317.851 $ | +20,9 % | 12 | ||||