| 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 | ||||
| 460.415.765 $ | +112.240.956 $ | +43,1 % | 10 | 373.064.302 $ | -19.284.510 $ | +72,1 % | 10 | 468.530.106 $ | -94.457.398 $ | -8,2 % | 9 | 562.987.504 $ | -80.685.306 $ | -15,6 % | 9 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 107.056.740 $ | -7.066.671 $ | -6,2 % | 1 | 114.123.411 $ | -59.641.255 $ | -34,3 % | 1 | 173.764.666 $ | -37.921.499 $ | -17,9 % | 1 | 211.686.165 $ | -64.973.277 $ | -23,5 % | 1 |
| Dutch Bros Inc. | BROS | → 0 | Neutral | 101.854.873 $ | +29.999.033 $ | +41,7 % | 1 | 71.855.840 $ | -14.978.241 $ | -17,2 % | 1 | 86.834.081 $ | +12.595.339 $ | +17,0 % | 1 | 74.238.742 $ | -45.736.182 $ | -38,1 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 90.786.057 $ | +26.541.762 $ | +41,3 % | 1 | 64.244.295 $ | +6.474.806 $ | +11,2 % | 1 | 57.769.489 $ | -11.801.650 $ | -17,0 % | 1 | 69.571.139 $ | +13.152.480 $ | +23,3 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 73.694.249 $ | -14.664.894 $ | -16,6 % | 1 | 88.359.143 $ | -4.185.127 $ | -4,5 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 82.608.644 $ | +27.042.208 $ | +48,7 % | 1 | 55.566.436 $ | -5.485.454 $ | -9,0 % | 1 | 61.051.890 $ | +2.975.625 $ | +5,1 % | 1 | 58.076.265 $ | +58.076.265 $ | 1 | |
| QUANTA SERVICES, INC. | PWR | → 0 | Sehr stark | 1.734.667 $ | -46.542.362 $ | -96,4 % | 1 | 48.277.029 $ | -38.376.260 $ | -44,3 % | 1 | ||||||||
| HUBBELL INC | HUBB | → 0 | Stark | 31.915.200 $ | +20.186.514 $ | +172,1 % | 1 | 11.728.686 $ | +11.728.686 $ | 1 | |||||||||
| Wix.com Ltd. | WIX | → 0 | 24.889.493 $ | +24.889.493 $ | 1 | ||||||||||||||
| Walmart Inc. | WMT | → 0 | Stark | 10.380.279 $ | -4.514.679 $ | -30,3 % | 1 | 14.894.958 $ | +12.572.059 $ | +541,2 % | 1 | 2.322.899 $ | +1.184.086 $ | +104,0 % | 1 | 1.138.813 $ | +1.138.813 $ | 1 | |
| PayPay Corp | PAYP | → 0 | Schwach | 13.779.843 $ | +13.779.843 $ | 1 | |||||||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 6.008.986 $ | +1.702.978 $ | +39,5 % | 1 | 4.306.008 $ | -6.299.779 $ | -59,4 % | 1 | 10.605.787 $ | +893.887 $ | +9,2 % | 1 | 9.711.900 $ | +1.962.000 $ | +25,3 % | 1 |
| WeRide Inc. | WRD | → 0 | Sehr schwach | 8.716.183 $ | +2.344.208 $ | +36,8 % | 1 | 6.371.975 $ | +6.371.975 $ | 1 | |||||||||
| SharkNinja, Inc. | SN | → 0 | Schwach | 7.308.960 $ | +2.225.760 $ | +43,8 % | 1 | 5.083.200 $ | +5.083.200 $ | 1 | |||||||||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 752.378 $ | -1.175.930 $ | -61,0 % | 1 | 1.928.308 $ | -1.744.018 $ | -47,5 % | 1 | ||||||||
| 460.415.765 $ | +112.240.956 $ | +43,1 % | 10 | 373.064.302 $ | -19.284.510 $ | +72,1 % | 10 | 468.530.106 $ | -94.457.398 $ | -8,2 % | 9 | 562.987.504 $ | -80.685.306 $ | -15,6 % | 9 | ||||