| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 42.528.493 $ | +9.156.429 $ | +28,9 % | 8 | 22.281.523 $ | -1.283.894 $ | -2,8 % | 5 | 28.991.892 $ | +3.393.985 $ | +15,5 % | 6 | 27.252.861 $ | +401.771 $ | +2,7 % | 6 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 7.611.756 $ | +3.907.304 $ | +105,5 % | 1 | ||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 5.562.247 $ | +596.307 $ | +12,0 % | 1 | 4.965.940 $ | -707.361 $ | -12,5 % | 1 | 5.673.301 $ | +461.031 $ | +8,8 % | 1 | 5.212.270 $ | +312.866 $ | +6,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 5.487.929 $ | +915.542 $ | +20,0 % | 1 | 4.572.387 $ | -1.048.353 $ | -18,7 % | 1 | 5.620.740 $ | +1.611.137 $ | +40,2 % | 1 | ||||
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 5.359.117 $ | +1.101.025 $ | +25,9 % | 1 | 4.258.092 $ | +731.863 $ | +20,8 % | 1 | ||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 4.575.742 $ | +418.016 $ | +10,1 % | 1 | 4.157.726 $ | -625.933 $ | -13,1 % | 1 | 4.783.659 $ | +341.374 $ | +7,7 % | 1 | 4.442.285 $ | +359.189 $ | +8,8 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Stark | 4.781.811 $ | +1.044.491 $ | +27,9 % | 1 | 4.375.366 $ | +1.318.544 $ | +43,1 % | 1 | ||||||||
| ANALOG DEVICES INC | ADI | → 0 | Neutral | 4.738.921 $ | +829.066 $ | +21,2 % | 1 | ||||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 4.159.726 $ | -482.111 $ | -10,4 % | 1 | 4.641.837 $ | -136.378 $ | -2,9 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 4.514.500 $ | +913.879 $ | +25,4 % | 1 | ||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 4.410.970 $ | +344.678 $ | +8,5 % | 1 | 4.379.100 $ | +144.010 $ | +3,4 % | 1 | 4.235.090 $ | -209.057 $ | -4,7 % | 1 | ||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Neutral | 4.327.378 $ | +365.890 $ | +9,2 % | 1 | 4.206.879 $ | -838.728 $ | -16,6 % | 1 | ||||||||
| 42.528.493 $ | +9.156.429 $ | +28,9 % | 8 | 22.281.523 $ | -1.283.894 $ | -2,8 % | 5 | 28.991.892 $ | +3.393.985 $ | +15,5 % | 6 | 27.252.861 $ | +401.771 $ | +2,7 % | 6 | ||||