| 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 | ||||
| 427.864.359 $ | +84.286.248 $ | +26,0 % | 6 | 197.095.175 $ | -8.579.550 $ | -2,8 % | 3 | 731.706.947 $ | +60.396.912 $ | +10,5 % | 10 | 445.642.222 $ | +56.468.524 $ | +17,0 % | 6 | ||||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 66.236.644 $ | +8.805.767 $ | +15,3 % | 1 | 86.081.349 $ | +6.654.993 $ | +8,4 % | 1 | 79.426.356 $ | +7.419.871 $ | +10,3 % | 1 | ||||
| Match Group, Inc. | MTCH | → 0 | Neutral | 79.752.534 $ | +15.015.393 $ | +23,2 % | 1 | 64.737.141 $ | +7.527.689 $ | +13,2 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 74.502.764 $ | -4.594.197 $ | -5,8 % | 1 | 79.096.961 $ | +27.024.521 $ | +51,9 % | 1 | ||||||||
| WELLS FARGO & COMPANY/MN | WFC | → 0 | Neutral | 77.814.730 $ | +6.866.716 $ | +9,7 % | 1 | 70.948.014 $ | +3.216.008 $ | +4,7 % | 1 | ||||||||
| QUALCOMM INC/DE | QCOM | → 0 | Neutral | 66.449.006 $ | +10.095.908 $ | +17,9 % | 1 | 76.334.655 $ | +703.905 $ | +0,9 % | 1 | 75.630.750 $ | +17.319.771 $ | +29,7 % | 1 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 70.991.985 $ | +4.834.519 $ | +7,3 % | 1 | 66.157.466 $ | -9.207.859 $ | -12,2 % | 1 | 75.365.325 $ | -217.696 $ | -0,3 % | 1 | 75.583.021 $ | -5.327.671 $ | -6,6 % | 1 |
| NetApp, Inc. | NTAP | → 0 | Neutral | 74.245.027 $ | +23.754.675 $ | +47,0 % | 1 | ||||||||||||
| REGENERON PHARMACEUTICALS, INC. | REGN | → 0 | Neutral | 66.200.568 $ | -6.899.380 $ | -9,4 % | 1 | 73.099.948 $ | +17.553.295 $ | +31,6 % | 1 | ||||||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 70.905.594 $ | +9.285.497 $ | +15,1 % | 1 | ||||||||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 70.189.163 $ | +21.779.986 $ | +45,0 % | 1 | ||||||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 66.793.689 $ | +9.438.117 $ | +16,5 % | 1 | ||||||||||||
| LKQ CORP | LKQ | → 0 | Neutral | 65.796.830 $ | +14.651.339 $ | +28,6 % | 1 | ||||||||||||
| ACUITY INC. (DE) | AYI | → 0 | Neutral | 65.012.063 $ | +54.943 $ | +0,1 % | 1 | 64.957.120 $ | +6.816.024 $ | +11,7 % | 1 | ||||||||
| 427.864.359 $ | +84.286.248 $ | +26,0 % | 6 | 197.095.175 $ | -8.579.550 $ | -2,8 % | 3 | 731.706.947 $ | +60.396.912 $ | +10,5 % | 10 | 445.642.222 $ | +56.468.524 $ | +17,0 % | 6 | ||||