| 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 | ||||
| 70.673.863 $ | +10.710.872 $ | +29,7 % | 7 | 52.267.286 $ | -6.102.121 $ | -9,7 % | 5 | 70.503.034 $ | -1.393.175 $ | +4,3 % | 7 | 67.340.697 $ | +9.439.289 $ | +20,4 % | 6 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 18.871.115 $ | +2.381.230 $ | +14,4 % | 1 | 16.489.885 $ | -1.208.050 $ | -6,8 % | 1 | 17.697.935 $ | -221.598 $ | -1,2 % | 1 | 17.919.533 $ | -339 $ | -0,0 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 9.185.196 $ | -2.454.596 $ | -21,1 % | 1 | 11.639.792 $ | -2.572.743 $ | -18,1 % | 1 | 14.212.535 $ | -3.587.643 $ | -20,2 % | 1 | 17.800.178 $ | +2.995.553 $ | +20,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 11.538.260 $ | +1.383.336 $ | +13,6 % | 1 | 10.154.924 $ | -766.262 $ | -7,0 % | 1 | 10.921.186 $ | +632.583 $ | +6,1 % | 1 | 10.288.603 $ | +1.915.187 $ | +22,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.511.909 $ | +1.771.383 $ | +22,9 % | 1 | 7.740.526 $ | -1.595.250 $ | -17,1 % | 1 | 9.335.776 $ | +2.093.339 $ | +28,9 % | 1 | 7.242.437 $ | +1.891.654 $ | +35,4 % | 1 |
| ORACLE CORP | ORCL | → 0 | Stark | 6.010.635 $ | -2.467.063 $ | -29,1 % | 1 | 8.477.698 $ | +1.932.135 $ | +29,5 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 8.331.775 $ | +2.819.951 $ | +51,2 % | 1 | ||||||||||||
| Palo Alto Networks Inc | PANW | → 0 | Stark | 7.639.189 $ | +3.993.833 $ | +109,6 % | 1 | ||||||||||||
| REGENERON PHARMACEUTICALS, INC. | REGN | → 0 | Neutral | 6.242.159 $ | +40.184 $ | +0,6 % | 1 | 6.201.975 $ | +1.646.463 $ | +36,1 % | 1 | ||||||||
| RTX Corp | RTX | → 0 | Stark | 6.122.992 $ | +510.744 $ | +9,1 % | 1 | 5.612.248 $ | +705.099 $ | +14,4 % | 1 | ||||||||
| Pinnacle Financial Partners, Inc. | PNFP | → 0 | Stark | 5.596.419 $ | +815.735 $ | +17,1 % | 1 | ||||||||||||
| 70.673.863 $ | +10.710.872 $ | +29,7 % | 7 | 52.267.286 $ | -6.102.121 $ | -9,7 % | 5 | 70.503.034 $ | -1.393.175 $ | +4,3 % | 7 | 67.340.697 $ | +9.439.289 $ | +20,4 % | 6 | ||||