| 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 | ||||
| 18.694.405.457 $ | +6.060.520.756 $ | +56,5 % | 11 | 7.616.312.387 $ | +382.035.940 $ | +9,6 % | 5 | 6.236.360.059 $ | +11.472.333 $ | +0,5 % | 4 | 7.439.409.613 $ | +412.366.734 $ | +5,9 % | 5 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 3.073.014.685 $ | +1.937.541.617 $ | +170,6 % | 1 | ||||||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 2.415.245.686 $ | +340.147.609 $ | +16,4 % | 1 | 2.075.098.077 $ | -251.473.391 $ | -10,8 % | 1 | 2.326.571.468 $ | -33.473.280 $ | -1,4 % | 1 | 2.360.044.748 $ | +236.117.381 $ | +11,1 % | 1 |
| US Foods Holding Corp. | USFD | → 0 | Neutral | 1.901.672.558 $ | +391.275.804 $ | +25,9 % | 1 | 1.510.396.754 $ | +287.859.421 $ | +23,5 % | 1 | 1.222.537.333 $ | -13.047.247 $ | -1,1 % | 1 | 1.235.584.580 $ | +60.728.315 $ | +5,2 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 1.885.948.213 $ | +952.389.932 $ | +102,0 % | 1 | ||||||||||||
| Cencora, Inc. | COR | → 0 | Neutral | 1.380.607.614 $ | -29.314.693 $ | -2,1 % | 1 | 1.409.922.307 $ | -8.497.227 $ | -0,6 % | 1 | 1.418.419.534 $ | +9.267.505 $ | +0,7 % | 1 | 1.409.152.029 $ | +84.886.413 $ | +6,4 % | 1 |
| FLEX LTD. | FLEX | → 0 | Sehr schwach | 1.384.416.276 $ | +532.509.144 $ | +62,5 % | 1 | ||||||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Stark | 1.380.057.613 $ | +433.794.092 $ | +45,8 % | 1 | ||||||||||||
| Marathon Petroleum Corp | MPC | → 0 | Sehr stark | 1.378.883.125 $ | +380.966.737 $ | +38,2 % | 1 | 1.214.521.887 $ | +190.126.467 $ | +18,6 % | 1 | ||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 1.375.546.058 $ | +424.158.355 $ | +44,6 % | 1 | ||||||||||||
| Dell Technologies Inc. | DELL | → 0 | Neutral | 1.373.304.347 $ | +748.824.934 $ | +119,9 % | 1 | ||||||||||||
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Neutral | 1.322.055.647 $ | +368.669.326 $ | +38,7 % | 1 | ||||||||||||
| LPL Financial Holdings Inc. | LPLA | → 0 | Schwach | 1.202.536.760 $ | -39.475.364 $ | -3,2 % | 1 | 1.242.012.124 $ | -26.819.600 $ | -2,1 % | 1 | 1.268.831.724 $ | +48.725.355 $ | +4,0 % | 1 | 1.220.106.369 $ | -159.491.842 $ | -11,6 % | 1 |
| 18.694.405.457 $ | +6.060.520.756 $ | +56,5 % | 11 | 7.616.312.387 $ | +382.035.940 $ | +9,6 % | 5 | 6.236.360.059 $ | +11.472.333 $ | +0,5 % | 4 | 7.439.409.613 $ | +412.366.734 $ | +5,9 % | 5 | ||||