| 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 | ||||
| 23.789.175 $ | +15.191.330 $ | +363,7 % | 9 | 14.634.908 $ | +7.706.413 $ | +110,3 % | 6 | 25.585.198 $ | +14.395.708 $ | +77,6 % | 10 | ||||
| AppLovin Corp | APP | → 0 | Neutral | 3.550.306 $ | +1.797.105 $ | +102,5 % | 1 | ||||||||
| MORGAN STANLEY | MS | → 0 | Schwach | 2.889.867 $ | +2.006.532 $ | +227,2 % | 1 | ||||||||
| GILEAD SCIENCES, INC. | GILD | → 0 | Stark | 2.853.322 $ | +2.156.772 $ | +309,6 % | 1 | ||||||||
| AMGEN INC | AMGN | → 0 | Stark | 2.834.504 $ | +2.130.787 $ | +302,8 % | 1 | ||||||||
| REGENERON PHARMACEUTICALS, INC. | REGN | → 0 | Stark | 2.779.959 $ | +2.069.067 $ | +291,1 % | 1 | ||||||||
| INCYTE CORP | INCY | → 0 | Stark | 2.559.029 $ | -203.963 $ | -7,4 % | 1 | 2.762.992 $ | +2.218.512 $ | +407,5 % | 1 | ||||
| ImmunityBio, Inc. | IBRX | → 0 | Neutral | 2.743.919 $ | +2.170.549 $ | +378,6 % | 1 | ||||||||
| VERTEX PHARMACEUTICALS INC / MA | VRTX | → 0 | Neutral | 2.620.743 $ | +1.935.716 $ | +282,6 % | 1 | ||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 2.513.317 $ | +891.759 $ | +55,0 % | 1 | ||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 2.501.995 $ | +957.214 $ | +62,0 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 2.487.996 $ | +2.487.996 $ | 1 | |||||||||
| ALNYLAM PHARMACEUTICALS, INC. | ALNY | → 0 | Neutral | 2.471.930 $ | +1.789.165 $ | +262,0 % | 1 | ||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 2.457.255 $ | +2.457.255 $ | 1 | |||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 2.453.384 $ | +2.453.384 $ | 1 | |||||||||
| ELECTRONIC ARTS INC. | EA | → 0 | Neutral | 2.430.485 $ | +921.001 $ | +61,0 % | 1 | ||||||||
| NEWMONT Corp /DE/ | NEM | → 0 | Stark | 2.400.294 $ | -25.895 $ | -1,1 % | 1 | 2.426.189 $ | +929.373 $ | +62,1 % | 1 | ||||
| EDISON INTERNATIONAL | EIX | → 0 | Stark | 2.412.452 $ | +2.251.478 $ | +1.398,7 % | 1 | ||||||||
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | EXPD | → 0 | Neutral | 2.380.286 $ | +2.380.286 $ | 1 | |||||||||
| CUMMINS INC | CMI | → 0 | Neutral | 2.350.112 $ | +261.915 $ | +12,5 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.311.881 $ | +2.311.881 $ | 1 | |||||||||
| DELTA AIR LINES, INC. | DAL | → 0 | Neutral | 2.287.840 $ | +418.211 $ | +22,4 % | 1 | ||||||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 2.270.890 $ | +451.000 $ | +24,8 % | 1 | ||||||||
| OFS Credit Company, Inc. | OCCI | → 0 | 2.258.334 $ | +76.351 $ | +3,5 % | 1 | |||||||||
| 23.789.175 $ | +15.191.330 $ | +363,7 % | 9 | 14.634.908 $ | +7.706.413 $ | +110,3 % | 6 | 25.585.198 $ | +14.395.708 $ | +77,6 % | 10 | ||||