| 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 | ||||
| 793.398.849 $ | +151.310.378 $ | +30,1 % | 11 | 547.499.784 $ | +96.246.697 $ | +514,4 % | 8 | 419.899.419 $ | +59.330.290 $ | +17,7 % | 6 | ||||
| Merck & Co., Inc. | MRK | → 0 | Stark | 95.237.803 $ | +11.899.777 $ | +14,3 % | 1 | 83.338.026 $ | +16.887.707 $ | +25,4 % | 1 | 66.450.319 $ | +3.062.712 $ | +4,8 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 92.290.118 $ | +14.322.670 $ | +18,4 % | 1 | 77.967.448 $ | +32.259.472 $ | +70,6 % | 1 | ||||
| ORACLE CORP | ORCL | → 0 | Stark | 63.082.816 $ | -27.940.791 $ | -30,7 % | 1 | 91.023.607 $ | +20.263.789 $ | +28,6 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 67.689.092 $ | -4.819.504 $ | -6,6 % | 1 | 72.508.596 $ | +4.595.465 $ | +6,8 % | 1 | 67.913.131 $ | +13.075.909 $ | +23,8 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 69.879.636 $ | +9.403.732 $ | +15,5 % | 1 | ||||||||
| Baker Hughes Co | BKR | → 0 | Neutral | 69.717.879 $ | +17.712.110 $ | +34,1 % | 1 | ||||||||
| PFIZER INC | PFE | → 0 | Neutral | 69.519.369 $ | +7.872.920 $ | +12,8 % | 1 | 61.646.449 $ | -1.435.941 $ | -2,3 % | 1 | 63.082.390 $ | -2.967.101 $ | -4,5 % | 1 |
| EQUINIX INC | EQIX | → 0 | Stark | 69.261.798 $ | +33.639.955 $ | +94,4 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 68.433.363 $ | +32.540.806 $ | +90,7 % | 1 | ||||||||
| BlackRock, Inc. | BLK | → 0 | Neutral | 61.498.525 $ | -5.488.868 $ | -8,2 % | 1 | 66.987.393 $ | +6.700.636 $ | +11,1 % | 1 | ||||
| WILLIAMS COMPANIES, INC. | WMB | → 0 | Neutral | 65.360.661 $ | +16.742.972 $ | +34,4 % | 1 | ||||||||
| General Motors Co | GM | → 0 | Stark | 64.816.431 $ | +16.248.461 $ | +33,5 % | 1 | ||||||||
| Philip Morris International Inc. | PM | → 0 | Neutral | 64.570.726 $ | +1.929.233 $ | +3,1 % | 1 | 62.641.493 $ | +61.121.192 $ | +4.020,3 % | 1 | ||||
| Arista Networks, Inc. | ANET | → 0 | Stark | 64.442.579 $ | +19.194.345 $ | +42,4 % | 1 | ||||||||
| INTEL CORP | INTC | → 0 | Sehr stark | 61.438.404 $ | +10.065.707 $ | +19,6 % | 1 | ||||||||
| 793.398.849 $ | +151.310.378 $ | +30,1 % | 11 | 547.499.784 $ | +96.246.697 $ | +514,4 % | 8 | 419.899.419 $ | +59.330.290 $ | +17,7 % | 6 | ||||