| 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 | ||||
| 348.125.230 $ | +20.618.118 $ | +642,7 % | 7 | 390.600.246 $ | -10.650.584 $ | -2,3 % | 7 | 581.631.516 $ | +44.012.524 $ | +10,1 % | 11 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 58.586.034 $ | -12.407.175 $ | -17,5 % | 1 | 70.993.209 $ | -4.288.756 $ | -5,7 % | 1 | 75.281.965 $ | -338.313 $ | -0,4 % | 1 |
| Parker-Hannifin Corp | PH | → 0 | Stark | 55.623.557 $ | -8.600.778 $ | -13,4 % | 1 | 64.224.335 $ | +3.552.192 $ | +5,9 % | 1 | 60.672.143 $ | +2.269.890 $ | +3,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 54.613.186 $ | -4.491.276 $ | -7,6 % | 1 | 59.104.462 $ | -315.858 $ | -0,5 % | 1 | 59.420.320 $ | +10.767.773 $ | +22,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 46.910.687 $ | -8.615.138 $ | -15,5 % | 1 | 55.525.825 $ | +1.400.136 $ | +2,6 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 45.812.259 $ | -9.628.743 $ | -17,4 % | 1 | 55.441.002 $ | +7.589.639 $ | +15,9 % | 1 | 47.851.363 $ | +11.332.484 $ | +31,0 % | 1 |
| Trane Technologies plc | TT | → 0 | Stark | 48.080.797 $ | +1.708.169 $ | +3,7 % | 1 | 46.372.628 $ | -7.203.892 $ | -13,4 % | 1 | 53.576.520 $ | -4.770.489 $ | -8,2 % | 1 |
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 49.448.627 $ | +4.105.279 $ | +9,1 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 47.553.923 $ | -1.368.771 $ | -2,8 % | 1 | 48.922.694 $ | +6.388.540 $ | +15,0 % | 1 | ||||
| GARMIN LTD | GRMN | → 0 | Stark | 47.302.095 $ | +10.121.740 $ | +27,2 % | 1 | ||||||||
| EOG RESOURCES INC | EOG | → 0 | Sehr stark | 43.657.393 $ | +13.191.996 $ | +43,3 % | 1 | ||||||||
| Howmet Aerospace Inc. | HWM | → 0 | Neutral | 42.064.855 $ | -2.392.489 $ | -5,4 % | 1 | ||||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 41.752.004 $ | +40.845.925 $ | +4.508,0 % | 1 | ||||||||||
| WILLIAMS SONOMA INC | WSM | → 0 | Neutral | 41.565.109 $ | +5.127.973 $ | +14,1 % | 1 | ||||||||
| 348.125.230 $ | +20.618.118 $ | +642,7 % | 7 | 390.600.246 $ | -10.650.584 $ | -2,3 % | 7 | 581.631.516 $ | +44.012.524 $ | +10,1 % | 11 | ||||