| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 939.562.305 $ | +70.297.305 $ | +9,3 % | 7 | 893.132.000 $ | +76.524.226 $ | +11,2 % | 7 | 1.273.966.363 $ | +18.279.459 $ | +4,8 % | 11 | ||||
| CORNING INC /NY | GLW | → 0 | Neutral | 187.311.184 $ | +61.982.184 $ | +49,5 % | 1 | 125.329.000 $ | +3.747.497 $ | +3,1 % | 1 | 121.581.503 $ | +42.999.211 $ | +54,7 % | 1 |
| ATI INC | ATI | → 0 | Neutral | 151.730.053 $ | +16.577.053 $ | +12,3 % | 1 | 135.153.000 $ | +27.034.245 $ | +25,0 % | 1 | 108.118.755 $ | -10.647.095 $ | -9,0 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 150.394.560 $ | +35.151.560 $ | +30,5 % | 1 | 115.243.000 $ | +3.649.103 $ | +3,3 % | 1 | 111.593.897 $ | +13.850.367 $ | +14,2 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 106.351.736 $ | -33.065.264 $ | -23,7 % | 1 | 139.417.000 $ | -9.851.664 $ | -6,6 % | 1 | 149.268.664 $ | -4.747.887 $ | -3,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 126.199.108 $ | -9.277.892 $ | -6,8 % | 1 | 135.477.000 $ | +7.528.990 $ | +5,9 % | 1 | 127.948.010 $ | +23.533.714 $ | +22,5 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 105.447.951 $ | -18.456.049 $ | -14,9 % | 1 | 123.904.000 $ | +34.396.470 $ | +38,4 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 123.021.412 $ | +2.802.389 $ | +2,3 % | 1 | ||||||||
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 118.609.000 $ | +10.019.585 $ | +9,2 % | 1 | 108.589.415 $ | +2.613.414 $ | +2,5 % | 1 | ||||
| TELEDYNE TECHNOLOGIES INC | TDY | → 0 | Neutral | 112.127.713 $ | +17.385.713 $ | +18,4 % | 1 | 107.552.405 $ | +12.797.597 $ | +13,5 % | 1 | ||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 109.484.442 $ | -15.719.209 $ | -12,6 % | 1 | ||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 103.464.398 $ | -48.604.527 $ | -32,0 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Stark | 103.343.462 $ | -598.515 $ | -0,6 % | 1 | ||||||||
| 939.562.305 $ | +70.297.305 $ | +9,3 % | 7 | 893.132.000 $ | +76.524.226 $ | +11,2 % | 7 | 1.273.966.363 $ | +18.279.459 $ | +4,8 % | 11 | ||||