| 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 | ||||
| 3.831.661.414 $ | +669.449.684 $ | +83,1 % | 69 | 3.402.912.001 $ | +168.363.849 $ | +19,8 % | 65 | 3.592.066.506 $ | -16.793.846 $ | +51,4 % | 75 | 3.897.810.843 $ | +646.405.119 $ | +91,3 % | 76 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 121.033.053 $ | -21.800.003 $ | -15,3 % | 1 | 142.833.056 $ | -108.508.611 $ | -43,2 % | 1 | 251.341.667 $ | -20.062.061 $ | -7,4 % | 1 | 271.403.728 $ | -4.704.584 $ | -1,7 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 241.738.533 $ | +15.021.498 $ | +6,6 % | 1 | 226.717.035 $ | +8.046.904 $ | +3,7 % | 1 | 218.670.131 $ | -49.499.810 $ | -18,5 % | 1 | 268.169.941 $ | +53.748.441 $ | +25,1 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 118.148.951 $ | -17.399.516 $ | -12,8 % | 1 | 135.548.467 $ | -31.455.623 $ | -18,8 % | 1 | 167.004.090 $ | -99.136.691 $ | -37,2 % | 1 | 266.140.781 $ | -10.571.374 $ | -3,8 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 257.426.945 $ | +51.732.326 $ | +25,2 % | 1 | 205.694.619 $ | +8.718.895 $ | +4,4 % | 1 | 196.975.724 $ | -16.229.793 $ | -7,6 % | 1 | 213.205.517 $ | +37.347.130 $ | +21,2 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 183.981.901 $ | -61.339.661 $ | -25,0 % | 1 | 245.321.562 $ | +55.313.077 $ | +29,1 % | 1 | 190.008.485 $ | +4.006.154 $ | +2,2 % | 1 | 186.002.331 $ | +19.809.016 $ | +11,9 % | 1 |
| GENERAL ELECTRIC CO | GE | → 0 | Neutral | 208.895.636 $ | +49.025.010 $ | +30,7 % | 1 | 159.870.626 $ | -26.458.877 $ | -14,2 % | 1 | 186.329.503 $ | -6.114.677 $ | -3,2 % | 1 | 192.444.180 $ | +20.430.958 $ | +11,9 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 201.238.566 $ | +16.511.823 $ | +8,9 % | 1 | 184.726.743 $ | -17.178.436 $ | -8,5 % | 1 | 201.905.179 $ | +5.997.579 $ | +3,1 % | 1 | 195.907.600 $ | -27.747.561 $ | -12,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 186.307.619 $ | +4.692.957 $ | +2,6 % | 1 | 181.614.662 $ | -11.415.453 $ | -5,9 % | 1 | 193.030.115 $ | +10.588.229 $ | +5,8 % | 1 | 182.441.886 $ | +93.810.087 $ | +105,8 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 175.471.703 $ | +164.637.174 $ | +1.519,6 % | 1 | 10.834.529 $ | +10.834.529 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 173.504.564 $ | +25.707.638 $ | +17,4 % | 1 | 147.796.926 $ | -5.744.285 $ | -3,7 % | 1 | 153.541.211 $ | +42.852.433 $ | +38,7 % | 1 | 110.688.778 $ | +98.510.051 $ | +808,9 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 172.735.117 $ | +52.579.212 $ | +43,8 % | 1 | 120.155.905 $ | +27.515.658 $ | +29,7 % | 1 | 92.640.247 $ | +5.919.713 $ | +6,8 % | 1 | 86.720.534 $ | +16.655.006 $ | +23,8 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 147.932.736 $ | +29.003.239 $ | +24,4 % | 1 | 118.929.497 $ | -48.038.097 $ | -28,8 % | 1 | 166.967.594 $ | -21.434.606 $ | -11,4 % | 1 | ||||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 140.845.409 $ | +23.229.111 $ | +19,7 % | 1 | 117.616.298 $ | -6.574.975 $ | -5,3 % | 1 | 124.191.273 $ | +23.681.550 $ | +23,6 % | 1 | 100.509.723 $ | +60.892.001 $ | +153,7 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 87.651.668 $ | -34.759.757 $ | -28,4 % | 1 | 122.411.425 $ | +12.281.984 $ | +11,2 % | 1 | 110.129.441 $ | -10.695.820 $ | -8,9 % | 1 | 120.825.261 $ | -15.205.364 $ | -11,2 % | 1 |
| BOEING CO | BA | → 0 | Neutral | 113.378.327 $ | +12.919.925 $ | +12,9 % | 1 | 100.458.402 $ | -17.928.015 $ | -15,1 % | 1 | 118.386.417 $ | -2.578.960 $ | -2,1 % | 1 | 120.965.377 $ | +15.999.228 $ | +15,2 % | 1 |
| AppLovin Corp | APP | → 0 | Neutral | 118.550.543 $ | -838.471 $ | -0,7 % | 1 | 119.389.014 $ | +104.105.221 $ | +681,1 % | 1 | ||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 109.661.486 $ | +100.327.890 $ | +1.074,9 % | 1 | 9.333.596 $ | +9.333.596 $ | 1 | |||||||||
| Spotify Technology S.A. | SPOT | → 0 | Schwach | 20.837.615 $ | +17.743.889 $ | +573,5 % | 1 | 3.093.726 $ | -10.773.048 $ | -77,7 % | 1 | 13.866.774 $ | -95.393.260 $ | -87,3 % | 1 | 109.260.034 $ | +13.580.409 $ | +14,2 % | 1 |
| CITIGROUP INC | C | → 0 | Neutral | 106.304.938 $ | +13.964.134 $ | +15,1 % | 1 | 92.340.804 $ | -5.297.103 $ | -5,4 % | 1 | 97.637.907 $ | +24.873.166 $ | +34,2 % | 1 | 72.764.741 $ | +72.764.741 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 17.674.183 $ | -28.436.279 $ | -61,7 % | 1 | 46.110.462 $ | -51.711.663 $ | -52,9 % | 1 | 97.822.125 $ | +32.806.955 $ | +50,5 % | 1 | 65.015.170 $ | +7.940.588 $ | +13,9 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Neutral | 8.175.623 $ | -86.017.781 $ | -91,3 % | 1 | 94.193.404 $ | +55.214.585 $ | +141,7 % | 1 | 38.978.819 $ | +38.978.819 $ | 1 | |||||
| Johnson Controls International plc | JCI | → 0 | Neutral | 18.368.219 $ | -74.279.037 $ | -80,2 % | 1 | 92.647.256 $ | +92.647.256 $ | 1 | |||||||||
| Viking Holdings Ltd | VIK | → 0 | 85.504.295 $ | +58.060.544 $ | +211,6 % | 1 | 27.443.751 $ | +6.358.768 $ | +30,2 % | 1 | 21.084.983 $ | +21.084.983 $ | 1 | ||||||
| COCA COLA CO | KO | → 0 | Stark | 76.441.049 $ | +76.441.049 $ | 1 | |||||||||||||
| HONEYWELL INTERNATIONAL INC | HON | → 0 | Neutral | 74.946.349 $ | +74.946.349 $ | 1 | |||||||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 65.095.719 $ | +65.095.719 $ | 1 | |||||||||||||
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 58.441.698 $ | -4.684.175 $ | -7,4 % | 1 | ||||||||||||
| VISA INC. | V | → 0 | Neutral | 57.879.626 $ | +6.817.387 $ | +13,4 % | 1 | 51.062.239 $ | -2.288.117 $ | -4,3 % | 1 | 53.350.356 $ | +1.519.655 $ | +2,9 % | 1 | 51.830.701 $ | -18.389.313 $ | -26,2 % | 1 |
| KLA CORP | KLAC | → 0 | Stark | 26.948.435 $ | -22.481.841 $ | -45,5 % | 1 | 49.430.276 $ | +4.110.222 $ | +9,1 % | 1 | 45.320.054 $ | +5.090.431 $ | +12,7 % | 1 | 40.229.623 $ | +20.998.981 $ | +109,2 % | 1 |
| Robinhood Markets, Inc. | HOOD | → 0 | Schwach | 48.505.518 $ | +15.379.318 $ | +46,4 % | 1 | ||||||||||||
| Revolution Medicines, Inc. | RVMD | → 0 | Neutral | 41.100.469 $ | +19.757.984 $ | +92,6 % | 1 | 21.342.485 $ | +3.862.496 $ | +22,1 % | 1 | 17.479.989 $ | +17.479.989 $ | 1 | |||||
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 30.431.690 $ | +2.048.590 $ | +7,2 % | 1 | 28.383.100 $ | +17.185.271 $ | +153,5 % | 1 | 11.197.829 $ | -28.506.766 $ | -71,8 % | 1 | 39.704.595 $ | -14.403.791 $ | -26,6 % | 1 |
| MKS INC | MKSI | → 0 | Neutral | 39.210.899 $ | +39.210.899 $ | 1 | |||||||||||||
| COCA-COLA EUROPACIFIC PARTNERS plc | CCEP | → 0 | 38.182.309 $ | +3.586.626 $ | +10,4 % | 1 | 34.595.683 $ | +19.735.667 $ | +132,8 % | 1 | 14.860.016 $ | -8.948.915 $ | -37,6 % | 1 | 23.808.931 $ | -608.325 $ | -2,5 % | 1 | |
| Mastercard Inc | MA | → 0 | Neutral | 15.878.971 $ | +430.983 $ | +2,8 % | 1 | 15.447.988 $ | -22.440.747 $ | -59,2 % | 1 | 37.888.735 $ | +137.384 $ | +0,4 % | 1 | 37.751.351 $ | +18.983.117 $ | +101,1 % | 1 |
| HEICO CORP | HEI | → 0 | Neutral | 30.988.174 $ | +10.856.684 $ | +53,9 % | 1 | 20.131.490 $ | -11.996.790 $ | -37,3 % | 1 | 32.128.280 $ | -5.553.207 $ | -14,7 % | 1 | 37.681.487 $ | +5.115.351 $ | +15,7 % | 1 |
| TEVA PHARMACEUTICAL INDUSTRIES LTD | TEVA | → 0 | Neutral | 36.894.676 $ | +14.733.525 $ | +66,5 % | 1 | 22.161.151 $ | +16.759.480 $ | +310,3 % | 1 | 5.401.671 $ | +5.401.671 $ | 1 | |||||
| AAR CORP | AIR | → 0 | Neutral | 36.301.504 $ | +16.548.571 $ | +83,8 % | 1 | 19.752.933 $ | +4.812.815 $ | +32,2 % | 1 | 14.940.118 $ | -6.386.995 $ | -29,9 % | 1 | 21.327.113 $ | +16.526.053 $ | +344,2 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 35.049.066 $ | +9.933.087 $ | +39,5 % | 1 | 25.115.979 $ | -1.747.285 $ | -6,5 % | 1 | 26.863.264 $ | +2.264.115 $ | +9,2 % | 1 | 24.599.149 $ | +8.830.947 $ | +56,0 % | 1 |
| Roblox Corp | RBLX | → 0 | Schwach | 15.245.794 $ | -19.150.523 $ | -55,7 % | 1 | 34.396.317 $ | +13.460.255 $ | +64,3 % | 1 | ||||||||
| SAP SE | SAP | → 0 | 28.704.683 $ | +7.251.728 $ | +33,8 % | 1 | 21.452.955 $ | -7.413.012 $ | -25,7 % | 1 | 28.865.967 $ | -2.887.666 $ | -9,1 % | 1 | 31.753.633 $ | -22.241.755 $ | -41,2 % | 1 | |
| Talen Energy Corp | TLN | → 0 | Schwach | 31.582.714 $ | +13.322.001 $ | +73,0 % | 1 | 18.260.713 $ | +18.260.713 $ | 1 | |||||||||
| VSE CORP | VSEC | → 0 | Stark | 31.260.399 $ | +8.396.274 $ | +36,7 % | 1 | 22.864.125 $ | +4.596.635 $ | +25,2 % | 1 | 18.267.490 $ | +690.436 $ | +3,9 % | 1 | 17.577.054 $ | +17.577.054 $ | 1 | |
| CBRE GROUP, INC. | CBRE | → 0 | Neutral | 14.329.669 $ | -81.920 $ | -0,6 % | 1 | 14.411.589 $ | -16.701.758 $ | -53,7 % | 1 | 31.113.347 $ | +14.750.741 $ | +90,1 % | 1 | 16.362.606 $ | +1.814.647 $ | +12,5 % | 1 |
| TKO Group Holdings, Inc. | TKO | → 0 | Neutral | 29.899.366 $ | +4.095.022 $ | +15,9 % | 1 | 25.804.344 $ | -809.089 $ | -3,0 % | 1 | 26.613.433 $ | +6.428.137 $ | +31,8 % | 1 | 20.185.296 $ | -82.454.882 $ | -80,3 % | 1 |
| Datadog, Inc. | DDOG | → 0 | Neutral | 29.390.478 $ | +29.390.478 $ | 1 | |||||||||||||
| United Airlines Holdings, Inc. | UAL | → 0 | Stark | 29.265.728 $ | +13.365.976 $ | +84,1 % | 1 | 15.899.752 $ | -3.410.667 $ | -17,7 % | 1 | 19.310.419 $ | +2.645.641 $ | +15,9 % | 1 | 16.664.778 $ | +15.397.785 $ | +1.215,3 % | 1 |
| AMETEK INC/ | AME | → 0 | Neutral | 27.844.633 $ | +4.572.425 $ | +19,6 % | 1 | 23.272.208 $ | +13.286.956 $ | +133,1 % | 1 | 9.985.252 $ | +841.872 $ | +9,2 % | 1 | 9.143.380 $ | +342.390 $ | +3,9 % | 1 |
| Nebius Group N.V. | NBIS | → 0 | Neutral | 16.424.658 $ | -948.294 $ | -5,5 % | 1 | 17.372.952 $ | -10.321.699 $ | -37,3 % | 1 | 27.694.651 $ | +27.694.651 $ | 1 | |||||
| Evercore Inc. | EVR | → 0 | Stark | 27.287.543 $ | +12.111.593 $ | +79,8 % | 1 | 15.175.950 $ | -2.122.020 $ | -12,3 % | 1 | 17.297.970 $ | +148.959 $ | +0,9 % | 1 | 17.149.011 $ | +17.149.011 $ | 1 | |
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 27.095.330 $ | +16.899.861 $ | +165,8 % | 1 | 10.195.469 $ | -1.130.155 $ | -10,0 % | 1 | 11.325.624 $ | +2.074.969 $ | +22,4 % | 1 | 9.250.655 $ | +1.950.209 $ | +26,7 % | 1 |
| YUM BRANDS INC | YUM | → 0 | Neutral | 26.264.199 $ | +19.187.715 $ | +271,1 % | 1 | ||||||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 25.654.869 $ | +12.949.150 $ | +101,9 % | 1 | 12.705.719 $ | +12.705.719 $ | 1 | |||||||||
| Unity Software Inc. | U | → 0 | Schwach | 25.019.789 $ | +15.339.071 $ | +158,4 % | 1 | 9.680.718 $ | -13.759.992 $ | -58,7 % | 1 | 23.440.710 $ | +2.055.026 $ | +9,6 % | 1 | 21.385.684 $ | +21.385.684 $ | 1 | |
| O REILLY AUTOMOTIVE INC | ORLY | → 0 | Schwach | 24.799.929 $ | +12.232.846 $ | +97,3 % | 1 | 12.567.083 $ | +149.754 $ | +1,2 % | 1 | 12.417.329 $ | -9.293.988 $ | -42,8 % | 1 | 21.711.317 $ | -3.762.125 $ | -14,8 % | 1 |
| Solstice Advanced Materials Inc. | SOLS | → 0 | Neutral | 23.302.243 $ | +23.302.243 $ | 1 | |||||||||||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 9.993.460 $ | -13.164.394 $ | -56,8 % | 1 | 23.157.854 $ | +697.226 $ | +3,1 % | 1 | ||||||||
| Ares Management Corp | ARES | → 0 | Neutral | 23.132.110 $ | +23.132.110 $ | 1 | |||||||||||||
| CINTAS CORP | CTAS | → 0 | Neutral | 23.070.672 $ | +9.550.974 $ | +70,6 % | 1 | 13.519.698 $ | -1.513.113 $ | -10,1 % | 1 | 15.032.811 $ | -3.686.901 $ | -19,7 % | 1 | 18.719.712 $ | -2.144.486 $ | -10,3 % | 1 |
| AXON ENTERPRISE, INC. | AXON | → 0 | Sehr schwach | 22.077.943 $ | +22.077.943 $ | 1 | |||||||||||||
| CoreWeave, Inc. | CRWV | → 0 | Neutral | 20.036.893 $ | +20.036.893 $ | 1 | |||||||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 16.636.302 $ | -2.721.637 $ | -14,1 % | 1 | 19.357.939 $ | +8.044.584 $ | +71,1 % | 1 | 11.313.355 $ | +10.941.273 $ | +2.940,6 % | 1 | 372.082 $ | +168.958 $ | +83,2 % | 1 |
| MCDONALDS CORP | MCD | → 0 | Stark | 7.678.426 $ | -11.583.717 $ | -60,1 % | 1 | 19.262.143 $ | +19.262.143 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 9.169.126 $ | -4.055.308 $ | -30,7 % | 1 | 13.224.434 $ | -6.024.610 $ | -31,3 % | 1 | 19.249.044 $ | +900.440 $ | +4,9 % | 1 | 18.348.604 $ | +3.017.778 $ | +19,7 % | 1 |
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 18.801.553 $ | +11.967.951 $ | +175,1 % | 1 | ||||||||||||
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Stark | 18.800.951 $ | +15.746.511 $ | +515,5 % | 1 | 3.054.440 $ | +3.054.440 $ | 1 | |||||||||
| Clear Secure, Inc. | YOU | → 0 | Neutral | 8.092.776 $ | -10.546.284 $ | -56,6 % | 1 | 18.639.060 $ | +7.264.686 $ | +63,9 % | 1 | 11.374.374 $ | +551.209 $ | +5,1 % | 1 | 10.823.165 $ | +10.823.165 $ | 1 | |
| Walt Disney Co | DIS | → 0 | Neutral | 10.080.818 $ | -8.536.996 $ | -45,9 % | 1 | 18.617.814 $ | -64.499.268 $ | -77,6 % | 1 | ||||||||
| Ferrari N.V. | RACE | → 0 | 6.009.505 $ | -12.344.427 $ | -67,3 % | 1 | 18.353.932 $ | -11.713.708 $ | -39,0 % | 1 | |||||||||
| IMAX CORP | IMAX | → 0 | Neutral | 8.749.390 $ | -5.974.430 $ | -40,6 % | 1 | 14.723.820 $ | -3.425.314 $ | -18,9 % | 1 | 18.149.134 $ | +18.149.134 $ | 1 | |||||
| ROLLINS INC | ROL | → 0 | Neutral | 15.920.186 $ | -1.970.275 $ | -11,0 % | 1 | 17.890.461 $ | +8.844.677 $ | +97,8 % | 1 | 9.045.784 $ | +9.045.784 $ | 1 | |||||
| Hyatt Hotels Corp | H | → 0 | Schwach | 17.027.293 $ | +17.027.293 $ | 1 | |||||||||||||
| MACOM Technology Solutions Holdings, Inc. | MTSI | → 0 | Neutral | 16.632.059 $ | +6.921.826 $ | +71,3 % | 1 | 9.710.233 $ | +2.220.844 $ | +29,7 % | 1 | 7.489.389 $ | +2.045.939 $ | +37,6 % | 1 | 5.443.450 $ | +5.443.450 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 16.223.340 $ | +2.936.257 $ | +22,1 % | 1 | 13.287.083 $ | +13.287.083 $ | 1 | |||||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | → 0 | Schwach | 15.748.152 $ | +1.663.103 $ | +11,8 % | 1 | 14.085.049 $ | +9.623.581 $ | +215,7 % | 1 | 4.461.468 $ | -106.844.228 $ | -96,0 % | 1 | ||||
| RYAN SPECIALTY HOLDINGS, INC. | RYAN | → 0 | Neutral | 3.010.132 $ | -12.276.391 $ | -80,3 % | 1 | 15.286.523 $ | +15.286.523 $ | 1 | |||||||||
| Burlington Stores, Inc. | BURL | → 0 | Neutral | 14.395.462 $ | +1.616.160 $ | +12,6 % | 1 | 12.779.302 $ | +12.779.302 $ | 1 | |||||||||
| Alignment Healthcare, Inc. | ALHC | → 0 | Neutral | 13.739.495 $ | -348.990 $ | -2,5 % | 1 | 14.088.485 $ | +1.640.685 $ | +13,2 % | 1 | 12.447.800 $ | +12.447.800 $ | 1 | |||||
| INSMED Inc | INSM | → 0 | Schwach | 13.810.595 $ | +13.810.595 $ | 1 | |||||||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 6.892.413 $ | -6.724.275 $ | -49,4 % | 1 | 13.616.688 $ | +13.616.688 $ | 1 | |||||||||
| CENTRUS ENERGY CORP | LEU | → 0 | Schwach | 13.365.637 $ | +861.444 $ | +6,9 % | 1 | 12.504.193 $ | +12.504.193 $ | 1 | |||||||||
| FIVE BELOW, INC | FIVE | → 0 | Neutral | 13.048.799 $ | +5.244.379 $ | +67,2 % | 1 | 7.804.420 $ | +1.370.419 $ | +21,3 % | 1 | 6.434.001 $ | +6.434.001 $ | 1 | |||||
| ORACLE CORP | ORCL | → 0 | Neutral | 13.009.600 $ | +13.009.600 $ | 1 | |||||||||||||
| EAST WEST BANCORP INC | EWBC | → 0 | Sehr stark | 12.352.880 $ | +12.352.880 $ | 1 | |||||||||||||
| Sony Group Corp | SONY | → 0 | 3.686.861 $ | -8.646.861 $ | -70,1 % | 1 | 12.333.722 $ | +3.776.802 $ | +44,1 % | 1 | |||||||||
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 12.162.418 $ | +12.162.418 $ | 1 | |||||||||||||
| Acushnet Holdings Corp. | GOLF | → 0 | Neutral | 11.890.811 $ | +2.512.991 $ | +26,8 % | 1 | 9.377.820 $ | +1.370.357 $ | +17,1 % | 1 | 8.007.463 $ | +133.425 $ | +1,7 % | 1 | 7.874.038 $ | +568.808 $ | +7,8 % | 1 |
| KKR & Co. Inc. | KKR | → 0 | Schwach | 11.302.401 $ | +10.451.807 $ | +1.228,8 % | 1 | ||||||||||||
| Texas Roadhouse, Inc. | TXRH | → 0 | Neutral | 10.975.535 $ | -57.157 $ | -0,5 % | 1 | 11.032.692 $ | +4.954.260 $ | +81,5 % | 1 | 6.078.432 $ | +6.078.432 $ | 1 | |||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 11.017.291 $ | +11.017.291 $ | 1 | |||||||||||||
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 8.672.782 $ | +3.703.234 $ | +74,5 % | 1 | 4.969.548 $ | -5.554.195 $ | -52,8 % | 1 | 10.523.743 $ | -356.507 $ | -3,3 % | 1 | ||||
| Sea Ltd | SE | → 0 | 10.136.314 $ | +10.136.314 $ | 1 | ||||||||||||||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 9.760.751 $ | +465.272 $ | +5,0 % | 1 | ||||||||||||
| Celsius Holdings, Inc. | CELH | → 0 | Schwach | 9.365.523 $ | +1.808.267 $ | +23,9 % | 1 | ||||||||||||
| Ulta Beauty, Inc. | ULTA | → 0 | Neutral | 8.991.659 $ | +8.991.659 $ | 1 | |||||||||||||
| LINDE PLC | LIN | → 0 | Stark | 8.870.241 $ | +1.892.915 $ | +27,1 % | 1 | 6.977.326 $ | +4.273.161 $ | +158,0 % | 1 | 2.704.165 $ | -1.560.385 $ | -36,6 % | 1 | 4.264.550 $ | +52.252 $ | +1,2 % | 1 |
| MOODYS CORP /DE/ | MCO | → 0 | Neutral | 8.774.870 $ | +590.373 $ | +7,2 % | 1 | 8.184.497 $ | -11.187.912 $ | -57,8 % | 1 | ||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 7.831.248 $ | +7.831.248 $ | 1 | |||||||||||||
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 7.573.879 $ | -68.927 $ | -0,9 % | 1 | 7.642.806 $ | +409.762 $ | +5,7 % | 1 | ||||||||
| RYANAIR HOLDINGS PLC | RYAAY | → 0 | 5.616.079 $ | -1.398.190 $ | -19,9 % | 1 | 7.014.269 $ | +238.254 $ | +3,5 % | 1 | 6.776.015 $ | +6.776.015 $ | 1 | ||||||
| Lyft, Inc. | LYFT | → 0 | Stark | 6.533.646 $ | +6.533.646 $ | 1 | |||||||||||||
| WATSCO INC | WSO | → 0 | Stark | 6.007.163 $ | +763.130 $ | +14,6 % | 1 | 5.244.033 $ | +386.899 $ | +8,0 % | 1 | 4.857.134 $ | -970.850 $ | -16,7 % | 1 | 5.827.984 $ | -537.968 $ | -8,5 % | 1 |
| Wix.com Ltd. | WIX | → 0 | 5.940.125 $ | +5.940.125 $ | 1 | ||||||||||||||
| ServiceTitan, Inc. | TTAN | → 0 | Neutral | 5.855.263 $ | +5.855.263 $ | 1 | |||||||||||||
| Snap Inc | SNAP | → 0 | Neutral | 5.620.287 $ | +5.620.287 $ | 1 | |||||||||||||
| Everus Construction Group, Inc. | ECG | → 0 | Stark | 4.546.830 $ | +1.896.641 $ | +71,6 % | 1 | 2.650.189 $ | +2.650.189 $ | 1 | |||||||||
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 2.830.857 $ | -1.238.435 $ | -30,4 % | 1 | 4.069.292 $ | +1.628.457 $ | +66,7 % | 1 | ||||||||
| Walmart Inc. | WMT | → 0 | Stark | 236.008 $ | +24.440 $ | +11,6 % | 1 | 211.568 $ | +211.568 $ | 1 | |||||||||
| 3.831.661.414 $ | +669.449.684 $ | +83,1 % | 69 | 3.402.912.001 $ | +168.363.849 $ | +19,8 % | 65 | 3.592.066.506 $ | -16.793.846 $ | +51,4 % | 75 | 3.897.810.843 $ | +646.405.119 $ | +91,3 % | 76 | ||||