| 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 | ||||
| 874.331.529 $ | +195.086.375 $ | +49,8 % | 9 | 568.331.553 $ | -47.320.220 $ | -5,1 % | 6 | 564.116.952 $ | +17.702.071 $ | +6,1 % | 5 | 546.414.881 $ | +77.615.359 $ | +18,7 % | 5 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 158.118.279 $ | +21.899.782 $ | +16,1 % | 1 | 136.218.497 $ | -19.160.012 $ | -12,3 % | 1 | 155.378.509 $ | -1.419.494 $ | -0,9 % | 1 | 156.798.003 $ | +19.187.623 $ | +13,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 147.467.655 $ | +15.541.447 $ | +11,8 % | 1 | 131.926.208 $ | -11.474.863 $ | -8,0 % | 1 | 143.401.071 $ | -3.584.960 $ | -2,4 % | 1 | 146.986.031 $ | +19.697.286 $ | +15,5 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 115.413.113 $ | +12.198.103 $ | +11,8 % | 1 | 103.215.010 $ | -5.013.366 $ | -4,6 % | 1 | 108.228.376 $ | +7.188.094 $ | +7,1 % | 1 | 101.040.282 $ | +18.020.451 $ | +21,7 % | 1 |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 90.491.924 $ | +62.966.350 $ | +228,8 % | 1 | ||||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 88.848.865 $ | +16.635.930 $ | +23,0 % | 1 | 72.212.935 $ | -7.340.301 $ | -9,2 % | 1 | 79.553.236 $ | +18.439.106 $ | +30,2 % | 1 | 61.114.130 $ | +16.440.214 $ | +36,8 % | 1 |
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 82.518.811 $ | +17.258.914 $ | +26,4 % | 1 | 65.259.897 $ | +13.725.076 $ | +26,6 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 59.897.042 $ | +398.036 $ | +0,7 % | 1 | 59.499.006 $ | -18.056.754 $ | -23,3 % | 1 | 77.555.760 $ | -2.920.675 $ | -3,6 % | 1 | 80.476.435 $ | +4.269.785 $ | +5,6 % | 1 |
| Palo Alto Networks Inc | PANW | → 0 | Stark | 76.566.615 $ | +40.859.606 $ | +114,4 % | 1 | ||||||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 55.009.225 $ | +7.328.207 $ | +15,4 % | 1 | ||||||||||||
| 874.331.529 $ | +195.086.375 $ | +49,8 % | 9 | 568.331.553 $ | -47.320.220 $ | -5,1 % | 6 | 564.116.952 $ | +17.702.071 $ | +6,1 % | 5 | 546.414.881 $ | +77.615.359 $ | +18,7 % | 5 | ||||