| 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 | ||||
| 308.171.124 $ | +55.304.406 $ | +122,8 % | 8 | 418.988.786 $ | +141.468.775 $ | +98,2 % | 10 | 266.485.971 $ | +71.855.767 $ | +16,5 % | 7 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 42.302.287 $ | -14.371.206 $ | -25,4 % | 1 | 56.673.493 $ | +21.159.215 $ | +59,6 % | 1 | 35.514.278 $ | +4.247.085 $ | +13,6 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 52.572.958 $ | +10.462.444 $ | +24,8 % | 1 | 42.110.514 $ | +42.110.514 $ | 1 | |||||
| ASML HOLDING NV | ASML | → 0 | Stark | 49.224.692 $ | -2.836.835 $ | -5,4 % | 1 | 52.061.527 $ | +14.259.549 $ | +37,7 % | 1 | 37.801.978 $ | +1.854.027 $ | +5,2 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 37.783.968 $ | -13.812.305 $ | -26,8 % | 1 | 51.596.273 $ | +12.993.470 $ | +33,7 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 43.854.997 $ | -3.647.067 $ | -7,7 % | 1 | 47.502.064 $ | +12.998.395 $ | +37,7 % | 1 | 34.503.669 $ | -3.105.701 $ | -8,3 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 41.252.360 $ | +17.167.612 $ | +71,3 % | 1 | ||||||||
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 38.811.686 $ | +2.061.389 $ | +5,6 % | 1 | 36.750.297 $ | +31.538.228 $ | +605,1 % | 1 | ||||
| MKS INC | MKSI | → 0 | Neutral | 37.404.335 $ | +33.201.601 $ | +790,0 % | 1 | ||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 36.284.264 $ | +13.800.646 $ | +61,4 % | 1 | ||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 35.176.079 $ | +6.548.585 $ | +22,9 % | 1 | ||||||||
| S&P Global Inc. | SPGI | → 0 | Neutral | 34.650.330 $ | +7.533.282 $ | +27,8 % | 1 | ||||||||
| INTUIT INC. | INTU | → 0 | Neutral | 31.553.363 $ | +13.777.985 $ | +77,5 % | 1 | ||||||||
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Stark | 30.955.625 $ | +30.955.625 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 29.783.180 $ | +7.207.787 $ | +31,9 % | 1 | ||||||||
| EQUINIX INC | EQIX | → 0 | Stark | 28.786.164 $ | +9.206.730 $ | +47,0 % | 1 | ||||||||
| VERISIGN INC/CA | VRSN | → 0 | Neutral | 28.735.500 $ | +13.317.893 $ | +86,4 % | 1 | ||||||||
| 308.171.124 $ | +55.304.406 $ | +122,8 % | 8 | 418.988.786 $ | +141.468.775 $ | +98,2 % | 10 | 266.485.971 $ | +71.855.767 $ | +16,5 % | 7 | ||||