| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.326.272.871 $ | +1.223.294.476 $ | +5.015,5 % | 22 | 145.223.227 $ | +145.223.227 $ | 3 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 197.741.034 $ | +188.717.896 $ | +2.091,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 137.471.823 $ | +130.380.728 $ | +1.838,7 % | 1 | 42.444.522 $ | +42.444.522 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Stark | 96.650.984 $ | +72.216.153 $ | +295,5 % | 1 | 39.193.116 $ | +39.193.116 $ | 1 | |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 92.782.503 $ | +83.839.445 $ | +937,5 % | 1 | ||||
| AngloGold Ashanti PLC | AU | → 0 | 85.899.911 $ | +80.517.879 $ | +1.496,0 % | 1 | |||||
| Apple Inc. | AAPL | → 0 | Neutral | 57.713.140 $ | +49.677.950 $ | +618,3 % | 1 | 63.585.589 $ | +63.585.589 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 56.695.332 $ | +53.950.038 $ | +1.965,2 % | 1 | ||||
| TJX COMPANIES INC /DE/ | TJX | → 0 | Neutral | 51.559.633 $ | +51.069.821 $ | +10.426,4 % | 1 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 51.313.398 $ | +49.361.258 $ | +2.528,6 % | 1 | ||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 50.025.974 $ | +49.862.251 $ | +30.455,3 % | 1 | ||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Stark | 49.919.929 $ | +45.670.142 $ | +1.074,6 % | 1 | ||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 45.390.968 $ | +40.605.967 $ | +848,6 % | 1 | ||||
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 45.339.163 $ | +44.836.813 $ | +8.925,4 % | 1 | ||||
| CATERPILLAR INC | CAT | → 0 | Stark | 41.081.865 $ | +35.238.106 $ | +603,0 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 40.111.788 $ | +30.911.083 $ | +336,0 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 34.404.685 $ | +33.245.734 $ | +2.868,6 % | 1 | ||||
| CUMMINS INC | CMI | → 0 | Neutral | 32.390.556 $ | +31.590.119 $ | +3.946,6 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 32.298.971 $ | +32.159.470 $ | +23.053,2 % | 1 | ||||
| JOHNSON & JOHNSON | JNJ | → 0 | Sehr stark | 32.237.563 $ | +28.038.410 $ | +667,7 % | 1 | ||||
| Bloom Energy Corp | BE | → 0 | Stark | 32.230.851 $ | +30.565.597 $ | +1.835,5 % | 1 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 31.708.019 $ | +29.794.168 $ | +1.556,8 % | 1 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 31.304.781 $ | +31.045.448 $ | +11.971,3 % | 1 | ||||
| 1.326.272.871 $ | +1.223.294.476 $ | +5.015,5 % | 22 | 145.223.227 $ | +145.223.227 $ | 3 | |||||