| 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 | ||||
| 963.779.636 $ | +249.479.084 $ | +57,6 % | 8 | 571.156.121 $ | +2.378.713 $ | +0,1 % | 5 | 592.794.533 $ | -8.396.959 $ | -1,3 % | 5 | 786.615.962 $ | -29.058.862 $ | -3,0 % | 7 | ||||
| Texas Pacific Land Corp | TPL | → 0 | Stark | 180.945.321 $ | -14.063.722 $ | -7,2 % | 1 | 195.009.043 $ | +58.549.672 $ | +42,9 % | 1 | 136.459.371 $ | -6.780.611 $ | -4,7 % | 1 | 143.239.982 $ | -19.478.939 $ | -12,0 % | 1 |
| TEXAS INSTRUMENTS INC | TXN | → 0 | Schwach | 139.765.023 $ | +44.849.977 $ | +47,3 % | 1 | 94.915.046 $ | +10.095.785 $ | +11,9 % | 1 | 89.825.597 $ | -11.679.821 $ | -11,5 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 139.383.494 $ | +43.463.494 $ | +45,3 % | 1 | 95.920.000 $ | -6.655.000 $ | -6,5 % | 1 | 102.575.000 $ | -3.775.600 $ | -3,6 % | 1 | 106.350.600 $ | +6.048.279 $ | +6,0 % | 1 |
| Mastercard Inc | MA | → 0 | Neutral | 94.232.246 $ | +2.557.627 $ | +2,8 % | 1 | 91.674.619 $ | -38.214.282 $ | -29,4 % | 1 | 129.888.901 $ | +442.534 $ | +0,3 % | 1 | 129.446.367 $ | -1.246.267 $ | -1,0 % | 1 |
| HEICO CORP | HEI | → 0 | Stark | 114.406.297 $ | +20.768.884 $ | +22,2 % | 1 | 93.637.413 $ | -21.397.462 $ | -18,6 % | 1 | 115.034.875 $ | -756.479 $ | -0,7 % | 1 | 115.791.354 $ | -2.123.609 $ | -1,8 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 112.650.167 $ | +63.867.084 $ | +130,9 % | 1 | ||||||||||||
| APi Group Corp | APG | → 0 | Neutral | 108.836.386 $ | +2.473.197 $ | +2,3 % | 1 | 106.363.189 $ | +15.370 $ | +0,0 % | 1 | ||||||||
| ROPER TECHNOLOGIES INC | ROP | → 0 | Neutral | 95.598.873 $ | -593.875 $ | -0,6 % | 1 | ||||||||||||
| VERISIGN INC/CA | VRSN | → 0 | Neutral | 92.397.988 $ | +31.723.640 $ | +52,3 % | 1 | ||||||||||||
| Silicon Motion Technology CORP | SIMO | → 0 | Stark | 89.999.100 $ | +56.312.100 $ | +167,2 % | 1 | ||||||||||||
| 963.779.636 $ | +249.479.084 $ | +57,6 % | 8 | 571.156.121 $ | +2.378.713 $ | +0,1 % | 5 | 592.794.533 $ | -8.396.959 $ | -1,3 % | 5 | 786.615.962 $ | -29.058.862 $ | -3,0 % | 7 | ||||