Investments: Hardman Johnston Global Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Hardman Johnston Global Advisors LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
2.850.046.269 $+747.297.436 $
+20,4 %
762.104.897.440 $+254.261.497 $
+94,1 %
722.098.691.831 $+76.067.797 $
+26,4 %
702.035.132.730 $-202.498.483 $
-7,0 %
71
CAMECO CORPCCJ→ 0429.393.377 $+59.997.842 $
+16,2 %
1369.395.535 $+361.638.098 $
+4.661,8 %
17.757.437 $+6.091.139 $
+365,5 %
11.666.298 $+55.507 $
+3,4 %
1
TechnipFMC plcFTI→ 0Stark385.816.805 $+264.036.567 $
+216,8 %
1121.780.238 $+121.780.238 $1
ASML HOLDING NVASML→ 0Sehr stark224.199.941 $+67.647.244 $
+43,2 %
1156.552.697 $-10.349.742 $
-6,2 %
1166.902.439 $+42.151.457 $
+33,8 %
1124.750.982 $+2.037.337 $
+1,7 %
1
ICICI BANK LTDIBN→ 0213.974.295 $+136.665.773 $
+176,8 %
177.308.522 $-87.384.665 $
-53,1 %
1164.693.187 $-8.705.216 $
-5,0 %
1173.398.403 $-1.730.630 $
-1,0 %
1
MERCADOLIBRE INCMELI→ 0Neutral130.143.983 $-1.569.303 $
-1,2 %
1131.713.286 $-22.863.041 $
-14,8 %
1154.576.327 $-26.709.457 $
-14,7 %
1181.285.784 $-2.340.019 $
-1,3 %
1
HDFC BANK LTDHDB→ 0161.819.692 $+15.967.355 $
+10,9 %
1145.852.337 $-2.935.305 $
-2,0 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark125.709.318 $+40.633.109 $
+47,8 %
185.076.209 $-8.762.592 $
-9,3 %
193.838.801 $+8.635.242 $
+10,1 %
185.203.559 $+5.981.660 $
+7,6 %
1
Howmet Aerospace Inc.HWM→ 0Neutral108.272.611 $+11.487.477 $
+11,9 %
196.785.134 $-5.623.586 $
-5,5 %
1102.408.720 $+3.817.862 $
+3,9 %
198.590.858 $-7.971.173 $
-7,5 %
1
Alphabet Inc.GOOGL→ 0Stark103.430.979 $+17.600.824 $
+20,5 %
185.830.155 $-22.387.675 $
-20,7 %
1108.217.830 $+29.240.407 $
+37,0 %
178.977.423 $+8.382.790 $
+11,9 %
1
NVIDIA CORPNVDA→ 0Neutral98.197.169 $+12.524.913 $
+14,6 %
185.672.256 $-11.821.738 $
-12,1 %
197.493.994 $-10.337.678 $
-9,6 %
1107.831.672 $+93.393 $
+0,1 %
1
Vertiv Holdings CoVRT→ 0Stark104.287.055 $+11.222.645 $
+12,1 %
193.064.410 $+24.867.759 $
+36,5 %
168.196.651 $+15.063.005 $
+28,3 %
153.133.646 $+905.061 $
+1,7 %
1
MICROSOFT CORPMSFT→ 0Neutral37.870.482 $-8.445.188 $
-18,2 %
146.315.670 $-30.686.306 $
-39,9 %
177.001.976 $-4.812.370 $
-5,9 %
181.814.346 $-8.313.362 $
-9,2 %
1
Mastercard IncMA→ 0Neutral48.372.902 $+1.498.798 $
+3,2 %
146.874.104 $-9.511.714 $
-16,9 %
156.385.818 $-6.729.908 $
-10,7 %
163.115.726 $-7.923.605 $
-11,2 %
1
CURTISS WRIGHT CORPCW→ 0Stark57.901.199 $+4.591.980 $
+8,6 %
153.309.219 $+6.203.749 $
+13,2 %
147.105.470 $-5.375.110 $
-10,2 %
152.480.580 $-4.245.449 $
-7,5 %
1
ASTRAZENECA PLCAZN→ 0Stark50.278.631 $+7.194.060 $
+16,7 %
143.084.571 $+4.464.900 $
+11,6 %
1
Apple Inc.AAPL→ 0Neutral43.897.648 $+4.855.610 $
+12,4 %
139.042.038 $-7.662.694 $
-16,4 %
146.704.732 $-827.050 $
-1,7 %
147.531.782 $+238.045 $
+0,5 %
1
ESTEE LAUDER COMPANIES INCEL→ 0Neutral32.337.288 $+3.276.036 $
+11,3 %
129.061.252 $-13.943.482 $
-32,4 %
143.004.734 $+20.785.452 $
+93,5 %
122.219.282 $+22.219.282 $1
Corteva, Inc.CTVA→ 0Stark26.091.041 $-471.649 $
-1,8 %
126.562.690 $+4.251.218 $
+19,1 %
122.311.472 $-19.450.526 $
-46,6 %
141.761.998 $-21.177.693 $
-33,6 %
1
ADVANCED ENERGY INDUSTRIES INCAEIS→ 0Neutral40.602.933 $+4.740.171 $
+13,2 %
135.862.762 $+10.322.972 $
+40,4 %
125.539.790 $+1.751.496 $
+7,4 %
123.788.294 $+973.781 $
+4,3 %
1
ELI LILLY & CoLLY→ 0Neutral38.934.697 $+9.668.535 $
+33,0 %
129.266.162 $-5.337.459 $
-15,4 %
134.603.621 $+25.869.560 $
+296,2 %
18.734.061 $-5.101.817 $
-36,9 %
1
CITIGROUP INCC→ 0Neutral36.815.078 $+15.371.515 $
+71,7 %
121.443.563 $-1.830.258 $
-7,9 %
123.273.821 $+23.273.821 $1
SCHWAB CHARLES CORPSCHW→ 0Neutral27.545.824 $-796.664 $
-2,8 %
128.342.488 $-4.615.723 $
-14,0 %
132.958.211 $-1.656.060 $
-4,8 %
134.614.271 $-5.919.829 $
-14,6 %
1
AMAZON COM INCAMZN→ 0Neutral34.263.282 $+14.720.683 $
+75,3 %
119.542.599 $-13.270.311 $
-40,4 %
132.812.910 $+12.754.093 $
+63,6 %
120.058.817 $-5.004.297 $
-20,0 %
1
Uber Technologies, IncUBER→ 0Neutral26.043.987 $+539.048 $
+2,1 %
125.504.939 $-4.050.385 $
-13,7 %
129.555.324 $-4.680.293 $
-13,7 %
134.235.617 $+1.212.082 $
+3,7 %
1
Meta Platforms, Inc.META→ 0Neutral2.704.919 $-9.278.344 $
-77,4 %
111.983.263 $-2.277.981 $
-16,0 %
114.261.244 $-18.581.698 $
-56,6 %
132.842.942 $-6.588.040 $
-16,7 %
1
SLB LIMITED/NVSLB→ 0Stark32.301.391 $+18.379.172 $
+132,0 %
113.922.219 $+11.383.651 $
+448,4 %
12.538.568 $+613.057 $
+31,8 %
11.925.511 $-1.160.023 $
-37,6 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark22.446.616 $-1.036.953 $
-4,4 %
123.483.569 $-3.225.745 $
-12,1 %
126.709.314 $-5.532.463 $
-17,2 %
132.241.777 $-11.448.398 $
-26,2 %
1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral28.652.877 $+2.594.142 $
+10,0 %
126.058.735 $-2.868.353 $
-9,9 %
128.927.088 $-2.072.001 $
-6,7 %
130.999.089 $-17.182.681 $
-35,7 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral30.688.350 $+6.039.267 $
+24,5 %
124.649.083 $+944.129 $
+4,0 %
1
UNIVERSAL DISPLAY CORP \PA\OLED→ 0Neutral11.489.194 $-3.333.603 $
-22,5 %
114.822.797 $-4.245.742 $
-22,3 %
119.068.539 $-11.395.815 $
-37,4 %
130.464.354 $-10.028.416 $
-24,8 %
1
SharkNinja, Inc.SN→ 0Neutral29.421.000 $+9.033.238 $
+44,3 %
120.387.762 $-2.748.906 $
-11,9 %
123.136.668 $-107.050 $
-0,5 %
123.243.718 $-2.920.923 $
-11,2 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral17.990.351 $+1.434.432 $
+8,7 %
116.555.919 $-7.059.596 $
-29,9 %
123.615.515 $-4.915.914 $
-17,2 %
128.531.429 $-9.544.252 $
-25,1 %
1
ILLUMINA, INC.ILMN→ 0Neutral28.131.745 $+11.148.859 $
+65,6 %
116.982.886 $+294.612 $
+1,8 %
116.688.274 $+1.741.516 $
+11,7 %
114.946.758 $-2.685.487 $
-15,2 %
1
Edwards Lifesciences CorpEW→ 0Neutral26.330.373 $+3.138.725 $
+13,5 %
123.191.648 $-3.812.995 $
-14,1 %
127.004.643 $-284.383 $
-1,0 %
127.289.026 $-4.901.663 $
-15,2 %
1
IQVIA HOLDINGS INC.IQV→ 0Neutral19.540.339 $+2.175.103 $
+12,5 %
117.365.236 $-7.408.901 $
-29,9 %
124.774.137 $+2.023.884 $
+8,9 %
122.750.253 $+179.268 $
+0,8 %
1
STMicroelectronics N.V.STM→ 024.168.800 $+5.441.145 $
+29,1 %
118.727.655 $+9.066.795 $
+93,9 %
19.660.860 $-1.262.760 $
-11,6 %
110.923.620 $+10.923.620 $1
T-Mobile US, Inc.TMUS→ 0Neutral2.148.607 $-136.608 $
-6,0 %
12.285.215 $-21.184.318 $
-90,3 %
123.469.533 $-8.509.724 $
-26,6 %
1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral7.185.605 $-3.232.401 $
-31,0 %
110.418.006 $-11.346.966 $
-52,1 %
121.764.972 $-1.407.801 $
-6,1 %
123.172.773 $-1.907.892 $
-7,6 %
1
STANLEY BLACK & DECKER, INC.SWK→ 0Neutral22.919.632 $+7.038.859 $
+44,3 %
115.880.773 $+7.816.342 $
+96,9 %
18.064.431 $-1.847.326 $
-18,6 %
19.911.757 $+864.896 $
+9,6 %
1
Medtronic plcMDT→ 0Neutral14.928.944 $-1.664.878 $
-10,0 %
116.593.822 $-2.509.054 $
-13,1 %
119.102.876 $-3.293.667 $
-14,7 %
122.396.543 $+6.135.590 $
+37,7 %
1
ALBEMARLE CORPALB→ 0Stark16.241.543 $-5.937.773 $
-26,8 %
122.179.316 $+7.257.679 $
+48,6 %
114.921.637 $+6.381.318 $
+74,7 %
18.540.319 $+1.361.220 $
+19,0 %
1
HEXCEL CORP /DE/HXL→ 0Stark21.890.326 $+4.168.113 $
+23,5 %
117.722.213 $+19.690 $
+0,1 %
117.702.523 $+403.781 $
+2,3 %
117.298.742 $+258.816 $
+1,5 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral1.567.866 $-74.435 $
-4,5 %
11.642.301 $-15.107.797 $
-90,2 %
116.750.098 $-4.842.954 $
-22,4 %
121.593.052 $-7.280.194 $
-25,2 %
1
Broadcom Inc.AVGO→ 0Neutral21.041.431 $+13.038.121 $
+162,9 %
18.003.310 $+4.255.739 $
+113,6 %
13.747.571 $+3.417.661 $
+1.035,9 %
1329.910 $-870 $
-0,3 %
1
ADOBE INC.ADBE→ 0Neutral10.146.235 $-2.037.178 $
-16,7 %
112.183.413 $-7.478.675 $
-38,0 %
119.662.088 $-1.143.460 $
-5,5 %
120.805.548 $-6.507.406 $
-23,8 %
1
SPDR SERIES TRUST→ 015.690.601 $+293.248 $
+1,9 %
115.397.353 $+13.254.990 $
+618,7 %
12.142.363 $-1.068.187 $
-33,3 %
1
COMCAST CORPCMCSA→ 0Neutral8.702.975 $-1.680.140 $
-16,2 %
110.383.115 $-1.613.565 $
-13,5 %
111.996.680 $-3.655.916 $
-23,4 %
115.652.596 $-6.388.834 $
-29,0 %
1
Elanco Animal Health IncELAN→ 0Neutral15.644.331 $+743.838 $
+5,0 %
114.900.493 $+624.584 $
+4,4 %
114.275.909 $+14.275.909 $1
BECTON DICKINSON & COBDX→ 0Neutral7.991.132 $-412.812 $
-4,9 %
18.403.944 $-2.599.243 $
-23,6 %
111.003.187 $-1.363.509 $
-11,0 %
112.366.696 $-1.088.957 $
-8,1 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral12.128.499 $+5.550.997 $
+84,4 %
16.577.502 $-1.711.890 $
-20,7 %
18.289.392 $-371.423 $
-4,3 %
18.660.815 $+303.139 $
+3,6 %
1
Atlassian CorpTEAM→ 0Schwach5.747.377 $-2.613.717 $
-31,3 %
18.361.094 $-90.968.194 $
-91,6 %
1
NETFLIX INCNFLX→ 0Stark7.335.636 $+7.335.636 $1
Jazz Pharmaceuticals plcJAZZ→ 0Neutral6.944.032 $+6.944.032 $1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 05.156.105 $-318.246 $
-5,8 %
15.474.351 $-260.702 $
-4,5 %
15.735.053 $+821.035 $
+16,7 %
14.914.018 $-1.034.940 $
-17,4 %
1
ABBOTT LABORATORIESABT→ 0Neutral3.228.348 $-524.035 $
-14,0 %
13.752.383 $-1.724.168 $
-31,5 %
15.476.551 $+442.550 $
+8,8 %
15.034.001 $-1.092.433 $
-17,8 %
1
Marvell Technology, Inc.MRVL→ 0Neutral5.200.570 $-2.056.454 $
-28,3 %
1
FMC CORPFMC→ 0Neutral4.962.947 $-3.056.268 $
-38,1 %
1
ARGENX SEARGX→ 03.882.717 $+3.882.717 $1
Prologis, Inc.PLD→ 0Neutral3.028.025 $+4.936 $
+0,2 %
13.023.089 $-335.263 $
-10,0 %
13.358.352 $+613.079 $
+22,3 %
12.745.273 $-198.297 $
-6,7 %
1
EOG RESOURCES INCEOG→ 0Sehr stark3.173.196 $+1.209.935 $
+61,6 %
11.963.261 $+1.963.261 $1
WATERS CORP /DE/WAT→ 0Stark2.888.558 $+736.655 $
+34,2 %
12.151.903 $+2.151.903 $1
PROCTER & GAMBLE CoPG→ 0Neutral2.448.888 $+36.740 $
+1,5 %
12.412.148 $+18.871 $
+0,8 %
12.393.277 $-172.678 $
-6,7 %
12.565.955 $-94.689 $
-3,6 %
1
M&T BANK CORPMTB→ 0Stark2.530.046 $+332.612 $
+15,1 %
12.197.434 $+55.702 $
+2,6 %
12.141.732 $+41.031 $
+2,0 %
12.100.701 $+38.587 $
+1,9 %
1
ONEOK INC /NEW/OKE→ 0Stark2.389.720 $+1.091.991 $
+84,1 %
11.297.729 $+499.298 $
+62,5 %
1798.431 $+406.655 $
+103,8 %
1391.776 $-640.762 $
-62,1 %
1
CHEVRON CORPCVX→ 0Sehr stark1.547.370 $-384.042 $
-19,9 %
11.931.412 $+1.108.398 $
+134,7 %
1823.014 $-15.552 $
-1,9 %
1838.566 $+65.340 $
+8,5 %
1
VANGUARD TAX-MANAGED FDS→ 01.664.201 $+1.664.201 $1
EXXON MOBIL CORPXOM→ 0Stark1.214.484 $-292.606 $
-19,4 %
11.507.090 $+438.110 $
+41,0 %
11.068.980 $+67.422 $
+6,7 %
11.001.558 $+43.971 $
+4,6 %
1
Merck & Co., Inc.MRK→ 0Sehr stark1.440.485 $+92.034 $
+6,8 %
11.348.451 $+6.386 $
+0,5 %
11.342.065 $+271.957 $
+25,4 %
11.070.108 $+60.818 $
+6,0 %
1
MICROCHIP TECHNOLOGY INCMCHP→ 0Schwach1.336.080 $+383.082 $
+40,2 %
1952.998 $+577.050 $
+153,5 %
1375.948 $-2.950 $
-0,8 %
1378.898 $-106.655 $
-22,0 %
1
LXP Industrial TrustLXP→ 0Neutral1.050.660 $+287.370 $
+37,6 %
1763.290 $+763.290 $1
NEWELL BRANDS INC.NWL→ 0Neutral921.000 $+921.000 $1
Nebius Group N.V.NBIS→ 0Neutral900.314 $+235.731 $
+35,5 %
1664.583 $+274.099 $
+70,2 %
1390.484 $-133.256 $
-25,4 %
1523.740 $+130.620 $
+33,2 %
1
EVERSOURCE ENERGYES→ 0Neutral867.240 $+35.880 $
+4,3 %
1831.360 $+629.370 $
+311,6 %
1201.990 $-11.430 $
-5,4 %
1213.420 $+213.420 $1
BOEING COBA→ 0Neutral568.234 $+45.780 $
+8,8 %
1522.454 $-32.288 $
-5,8 %
1554.742 $-231.958 $
-29,5 %
1786.700 $+370.783 $
+89,1 %
1
PFIZER INCPFE→ 0Stark664.608 $-110.400 $
-14,2 %
1775.008 $+775.008 $1
HERSHEY COHSY→ 0Stark508.805 $-94.076 $
-15,6 %
1602.881 $+75.139 $
+14,2 %
1527.742 $-14.703 $
-2,7 %
1542.445 $+61.190 $
+12,7 %
1
Versant Media Group, Inc.VSNT→ 0Stark494.705 $-18.281 $
-3,6 %
1512.986 $+512.986 $1
GE Vernova Inc.GEV→ 0Sehr stark482.867 $+36.815 $
+8,3 %
1446.052 $+112.078 $
+33,6 %
1333.974 $+19.760 $
+6,3 %
1314.214 $+43.818 $
+16,2 %
1
Shell plcSHEL→ 0Stark333.422 $-131.578 $
-28,3 %
1465.000 $+97.600 $
+26,6 %
1367.400 $+9.750 $
+2,7 %
1357.650 $+5.600 $
+1,6 %
1
Trip.com Group LtdTCOM→ 0229.080 $-57.213 $
-20,0 %
1286.293 $-127.190 $
-30,8 %
1413.483 $-18.917 $
-4,4 %
1432.400 $+95.220 $
+28,2 %
1
GENERAL ELECTRIC COGE→ 0Neutral353.549 $+85.103 $
+31,7 %
1268.446 $-84.556 $
-24,0 %
1353.002 $+8.262 $
+2,4 %
1344.740 $-53.185 $
-13,4 %
1
ISHARES GOLD TRUSTIAU→ 0271.836 $-45.540 $
-14,3 %
1317.376 $+25.164 $
+8,6 %
1292.212 $+30.240 $
+11,5 %
1261.972 $+37.476 $
+16,7 %
1
HIGHWOODS PROPERTIES, INC.HIW→ 0Neutral292.552 $+84.875 $
+40,9 %
1207.677 $-42.777 $
-17,1 %
1250.454 $-58.200 $
-18,9 %
1308.654 $+7.081 $
+2,3 %
1
UNION PACIFIC CORPUNP→ 0Stark205.088 $+205.088 $1
PAYCHEX INCPAYX→ 0Stark202.816 $-29.920 $
-12,9 %
1
2.850.046.269 $+747.297.436 $
+20,4 %
762.104.897.440 $+254.261.497 $
+94,1 %
722.098.691.831 $+76.067.797 $
+26,4 %
702.035.132.730 $-202.498.483 $
-7,0 %
71
Erweitert ×