| 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 | ||||
| 1.873.632.243 $ | -55.440.671 $ | -2,8 % | 7 | 1.932.741.013 $ | +146.220.688 $ | +8,0 % | 7 | 2.807.670.354 $ | +327.388.154 $ | +16,4 % | 11 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 376.690.223 $ | +7.790.979 $ | +2,1 % | 1 | 368.899.244 $ | +95.387.331 $ | +34,9 % | 1 | 273.511.913 $ | +64.867.108 $ | +31,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 350.142.283 $ | -1.450.182 $ | -0,4 % | 1 | 351.592.465 $ | +17.409.110 $ | +5,2 % | 1 | 334.183.355 $ | -182.451 $ | -0,1 % | 1 |
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 299.018.060 $ | +106.276.139 $ | +55,1 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 264.401.689 $ | -32.452.852 $ | -10,9 % | 1 | 296.854.541 $ | +48.063.687 $ | +19,3 % | 1 | 248.790.854 $ | -14.900.340 $ | -5,7 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 248.860.304 $ | -2.765.478 $ | -1,1 % | 1 | 251.625.782 $ | -25.502.234 $ | -9,2 % | 1 | 277.128.016 $ | +104.519.695 $ | +60,6 % | 1 |
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Schwach | 252.667.641 $ | +25.779.272 $ | +11,4 % | 1 | ||||||||
| Mastercard Inc | MA | → 0 | Neutral | 228.462.735 $ | -13.921.436 $ | -5,7 % | 1 | 242.384.171 $ | +15.850.469 $ | +7,0 % | 1 | 226.533.702 $ | -7.922.439 $ | -3,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 194.911.510 $ | -32.452.715 $ | -14,3 % | 1 | 227.364.225 $ | -11.306.375 $ | -4,7 % | 1 | 238.670.600 $ | -12.562.770 $ | -5,0 % | 1 |
| L3HARRIS TECHNOLOGIES, INC. /DE/ | LHX | → 0 | Neutral | 230.417.920 $ | +29.663.879 $ | +14,8 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 210.163.499 $ | +19.811.013 $ | +10,4 % | 1 | 223.199.159 $ | -9.326.085 $ | -4,0 % | 1 | ||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 203.549.134 $ | +41.176.146 $ | +25,4 % | 1 | ||||||||
| VERTEX PHARMACEUTICALS INC / MA | VRTX | → 0 | Neutral | 194.020.585 $ | +6.318.700 $ | +3,4 % | 1 | ||||||||
| 1.873.632.243 $ | -55.440.671 $ | -2,8 % | 7 | 1.932.741.013 $ | +146.220.688 $ | +8,0 % | 7 | 2.807.670.354 $ | +327.388.154 $ | +16,4 % | 11 | ||||