| 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 | ||||
| 142.174.673 $ | +88.653.237 $ | +49,0 % | 8 | 44.462.448 $ | +2.396.303 $ | +7,4 % | 5 | 51.181.628 $ | +3.684.542 $ | +8,3 % | 6 | 49.364.357 $ | +1.394.650 $ | +3,9 % | 6 | ||||
| Cerebras Systems Inc. | CBRS | → 0 | Sehr schwach | 69.590.469 $ | +69.590.469 $ | 1 | |||||||||||||
| ELBIT SYSTEMS LTD | ESLT | → 0 | Stark | 11.145.597 $ | -1.310.553 $ | -10,5 % | 1 | 12.456.150 $ | +3.946.482 $ | +46,4 % | 1 | 8.509.668 $ | +949.334 $ | +12,6 % | 1 | 7.560.334 $ | +894.249 $ | +13,4 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Stark | 12.274.845 $ | +4.739.510 $ | +62,9 % | 1 | 7.535.335 $ | +1.399.688 $ | +22,8 % | 1 | ||||||||
| TransDigm Group INC | TDG | → 0 | Neutral | 10.579.062 $ | +2.000.440 $ | +23,3 % | 1 | 8.578.622 $ | -1.131.943 $ | -11,7 % | 1 | 9.710.565 $ | +639.951 $ | +7,1 % | 1 | 9.070.614 $ | -854.603 $ | -8,6 % | 1 |
| VSE CORP | VSEC | → 0 | Neutral | 10.478.324 $ | +2.022.293 $ | +23,9 % | 1 | 8.456.031 $ | -1.026.623 $ | -10,8 % | 1 | 9.482.654 $ | +101.897 $ | +1,1 % | 1 | 9.380.757 $ | +1.757.197 $ | +23,0 % | 1 |
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 10.463.858 $ | +5.534.018 $ | +112,3 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 8.907.991 $ | +1.471.681 $ | +19,8 % | 1 | 7.436.310 $ | -791.301 $ | -9,6 % | 1 | 8.227.611 $ | +422.965 $ | +5,4 % | 1 | 7.804.646 $ | +52.470 $ | +0,7 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 8.734.527 $ | +4.605.379 $ | +111,5 % | 1 | ||||||||||||
| Walt Disney Co | DIS | → 0 | Neutral | 7.817.602 $ | -649.305 $ | -7,7 % | 1 | ||||||||||||
| GeneDx Holdings Corp. | WGS | → 0 | Neutral | 7.758.079 $ | +1.223.648 $ | +18,7 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 7.730.404 $ | +194.642 $ | +2,6 % | 1 | ||||||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 7.493.051 $ | +346.747 $ | +4,9 % | 1 | ||||||||||||
| 142.174.673 $ | +88.653.237 $ | +49,0 % | 8 | 44.462.448 $ | +2.396.303 $ | +7,4 % | 5 | 51.181.628 $ | +3.684.542 $ | +8,3 % | 6 | 49.364.357 $ | +1.394.650 $ | +3,9 % | 6 | ||||