| 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 | ||||
| 2.415.525.998 $ | +425.247.588 $ | +23,4 % | 7 | 1.646.837.394 $ | -194.433.902 $ | -11,1 % | 5 | 2.071.661.743 $ | +91.897.358 $ | +5,1 % | 6 | 2.229.211.803 $ | +342.364.751 $ | +20,1 % | 7 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 525.825.910 $ | +88.076.978 $ | +20,1 % | 1 | 437.748.932 $ | -35.414.948 $ | -7,5 % | 1 | 473.163.880 $ | -18.658.175 $ | -3,8 % | 1 | 491.822.055 $ | +73.181.348 $ | +17,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 465.796.217 $ | +51.741.637 $ | +12,5 % | 1 | 414.054.580 $ | -32.762.822 $ | -7,3 % | 1 | 446.817.402 $ | +86.646.301 $ | +24,1 % | 1 | 360.171.101 $ | +68.485.699 $ | +23,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 386.867.002 $ | +62.566.488 $ | +19,3 % | 1 | 324.300.514 $ | -32.850.341 $ | -9,2 % | 1 | 357.150.855 $ | +75.580.300 $ | +26,8 % | 1 | 281.570.555 $ | +75.719.181 $ | +36,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 304.131.894 $ | +67.923.940 $ | +28,8 % | 1 | 236.207.954 $ | -74.811.028 $ | -24,1 % | 1 | 311.018.982 $ | -29.843.351 $ | -8,8 % | 1 | 340.862.333 $ | +11.526.410 $ | +3,5 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 278.895.170 $ | +44.369.756 $ | +18,9 % | 1 | 234.525.414 $ | -18.594.763 $ | -7,3 % | 1 | 253.120.177 $ | +9.724.126 $ | +4,0 % | 1 | 243.396.051 $ | +40.041.074 $ | +19,7 % | 1 |
| Arista Networks, Inc. | ANET | → 0 | Stark | 230.390.447 $ | -31.551.843 $ | -12,0 % | 1 | 261.942.290 $ | +75.869.059 $ | +40,8 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 249.447.418 $ | -2.458.020 $ | -1,0 % | 1 | ||||||||||||
| VISA INC. | V | → 0 | Neutral | 227.646.887 $ | +57.759.849 $ | +34,0 % | 1 | ||||||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 226.362.918 $ | +52.808.940 $ | +30,4 % | 1 | ||||||||||||
| 2.415.525.998 $ | +425.247.588 $ | +23,4 % | 7 | 1.646.837.394 $ | -194.433.902 $ | -11,1 % | 5 | 2.071.661.743 $ | +91.897.358 $ | +5,1 % | 6 | 2.229.211.803 $ | +342.364.751 $ | +20,1 % | 7 | ||||