| 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 | ||||
| 381.788.016 $ | +114.962.336 $ | +45,8 % | 9 | 194.121.310 $ | +7.583.478 $ | +1,6 % | 4 | 205.412.578 $ | +35.196.490 $ | +13,4 % | 5 | 207.834.976 $ | +14.668.128 $ | +7,2 % | 7 | ||||
| COHERENT CORP. | COHR | → 0 | Sehr stark | 140.354.398 $ | +51.109.260 $ | +57,3 % | 1 | 89.245.138 $ | +18.235.153 $ | +25,7 % | 1 | 71.009.985 $ | +23.663.921 $ | +50,0 % | 1 | 47.346.064 $ | +7.715.592 $ | +19,5 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 66.613.762 $ | +14.985.371 $ | +29,0 % | 1 | 51.628.391 $ | -9.568.025 $ | -15,6 % | 1 | 61.196.416 $ | +16.323.738 $ | +36,4 % | 1 | 44.872.678 $ | -1.446.877 $ | -3,1 % | 1 |
| WILLIAMS SONOMA INC | WSM | → 0 | Neutral | 32.553.114 $ | +7.027.096 $ | +27,5 % | 1 | 25.526.018 $ | +206.421 $ | +0,8 % | 1 | 25.319.597 $ | -1.998.450 $ | -7,3 % | 1 | 27.318.047 $ | +3.749.474 $ | +15,9 % | 1 |
| AbbVie Inc. | ABBV | → 0 | Neutral | 32.075.040 $ | +4.353.277 $ | +15,7 % | 1 | 27.721.763 $ | -1.290.071 $ | -4,4 % | 1 | 29.011.834 $ | -881.393 $ | -2,9 % | 1 | 29.893.227 $ | +5.492.440 $ | +22,5 % | 1 |
| CORNING INC /NY | GLW | → 0 | Stark | 24.776.981 $ | +10.697.823 $ | +76,0 % | 1 | ||||||||||||
| BADGER METER INC | BMI | → 0 | Neutral | 23.033.069 $ | +9.438.535 $ | +69,4 % | 1 | ||||||||||||
| ROCKWELL AUTOMATION, INC | ROK | → 0 | Schwach | 22.649.478 $ | +6.197.122 $ | +37,7 % | 1 | ||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 18.874.746 $ | -1.911.326 $ | -9,2 % | 1 | 20.786.072 $ | +218.164 $ | +1,1 % | 1 | ||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 20.019.846 $ | +9.529.140 $ | +90,8 % | 1 | ||||||||||||
| EMERSON ELECTRIC CO | EMR | → 0 | Neutral | 19.712.328 $ | +1.624.712 $ | +9,0 % | 1 | 18.588.712 $ | -560.831 $ | -2,9 % | 1 | ||||||||
| ABBOTT LABORATORIES | ABT | → 0 | Schwach | 19.030.176 $ | -499.834 $ | -2,6 % | 1 | ||||||||||||
| 381.788.016 $ | +114.962.336 $ | +45,8 % | 9 | 194.121.310 $ | +7.583.478 $ | +1,6 % | 4 | 205.412.578 $ | +35.196.490 $ | +13,4 % | 5 | 207.834.976 $ | +14.668.128 $ | +7,2 % | 7 | ||||