| 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 | ||||
| 7.736.340.594 $ | +602.484.051 $ | +4,8 % | 6 | 7.133.856.543 $ | -1.076.700.145 $ | -12,6 % | 6 | 8.210.556.688 $ | +201.406.628 $ | +2,3 % | 6 | 8.973.626.360 $ | +741.728.070 $ | +9,5 % | 7 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 2.368.744.335 $ | +581.190.927 $ | +32,5 % | 1 | 1.787.553.408 $ | -110.982.866 $ | -5,8 % | 1 | 1.898.536.274 $ | +70.132.275 $ | +3,8 % | 1 | 1.828.403.999 $ | +237.146.185 $ | +14,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.646.696.991 $ | +158.632.941 $ | +10,7 % | 1 | 1.488.064.050 $ | -310.763.852 $ | -17,3 % | 1 | 1.798.827.902 $ | +243.248.748 $ | +15,6 % | 1 | 1.555.579.154 $ | +355.962.159 $ | +29,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 964.885.985 $ | -96.088.976 $ | -9,1 % | 1 | 1.060.974.961 $ | -356.763.840 $ | -25,2 % | 1 | 1.417.738.801 $ | -88.478.445 $ | -5,9 % | 1 | 1.506.217.246 $ | -41.701.783 $ | -2,7 % | 1 |
| MOODYS CORP /DE/ | MCO | → 0 | Stark | 1.034.451.616 $ | +9.358.346 $ | +0,9 % | 1 | 1.025.093.270 $ | -188.567.813 $ | -15,5 % | 1 | 1.213.661.083 $ | +134.889.874 $ | +12,5 % | 1 | 1.078.771.209 $ | -80.413.313 $ | -6,9 % | 1 |
| AUTOZONE INC | AZO | → 0 | Schwach | 780.640.304 $ | -86.925.600 $ | -10,0 % | 1 | 867.565.904 $ | -45.334.326 $ | -5,0 % | 1 | 912.900.230 $ | -225.321.893 $ | -19,8 % | 1 | 1.138.222.123 $ | +92.512.918 $ | +8,8 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 940.921.363 $ | +36.316.413 $ | +4,0 % | 1 | 904.604.950 $ | -64.287.448 $ | -6,6 % | 1 | 968.892.398 $ | +66.936.069 $ | +7,4 % | 1 | 901.956.329 $ | -1.197.573 $ | -0,1 % | 1 |
| ORACLE CORP | ORCL | → 0 | Stark | 964.476.300 $ | +179.419.477 $ | +22,9 % | 1 | ||||||||||||
| 7.736.340.594 $ | +602.484.051 $ | +4,8 % | 6 | 7.133.856.543 $ | -1.076.700.145 $ | -12,6 % | 6 | 8.210.556.688 $ | +201.406.628 $ | +2,3 % | 6 | 8.973.626.360 $ | +741.728.070 $ | +9,5 % | 7 | ||||