| 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 | ||||
| 49.831.213 $ | +2.135.737 $ | -11,8 % | 8 | 50.880.996 $ | +17.956.474 $ | -2,4 % | 7 | 44.966.282 $ | +8.822.705 $ | -4,9 % | 5 | 43.720.856 $ | +30.226.032 $ | +16,6 % | 4 | ||||
| SPDR GOLD TRUST | GLD | → 0 | 5.602.323 $ | -5.450.967 $ | -49,3 % | 1 | 11.053.290 $ | +2.425.621 $ | +28,1 % | 1 | 8.627.669 $ | -7.108.988 $ | -45,2 % | 1 | 15.736.657 $ | +2.241.833 $ | +16,6 % | 1 | |
| ISHARES TR | → 0 | 15.237.520 $ | +396.580 $ | +2,7 % | 1 | 14.840.940 $ | -371.300 $ | -2,4 % | 1 | 15.212.240 $ | +172.220 $ | +1,1 % | 1 | 15.040.020 $ | +15.040.020 $ | 1 | |||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 7.126.050 $ | +1.036.853 $ | +17,0 % | 1 | 6.089.197 $ | -2.995.416 $ | -33,0 % | 1 | 9.084.613 $ | +9.084.613 $ | 1 | |||||||
| iSHARES TRUST | → 0 | 8.004.645 $ | -99.509 $ | -1,2 % | 1 | 8.104.154 $ | +8.104.154 $ | 1 | |||||||||||
| SPDR SERIES TRUST | → 0 | 7.162.876 $ | +7.162.876 $ | 1 | |||||||||||||||
| HDFC BANK LTD | HDB | → 0 | Neutral | 6.942.600 $ | +1.575.700 $ | +29,4 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 5.781.303 $ | +5.781.303 $ | 1 | |||||||||||||
| Broadcom Inc. | AVGO | → 0 | Stark | 5.280.945 $ | +5.280.945 $ | 1 | |||||||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 5.099.160 $ | +5.099.160 $ | 1 | |||||||||||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 4.659.647 $ | +518.017 $ | +12,5 % | 1 | 4.141.630 $ | +4.141.630 $ | 1 | |||||||||
| Hesai Group | HSAI | → 0 | Sehr schwach | 1.650.641 $ | -1.815.624 $ | -52,4 % | 1 | 3.466.265 $ | +3.466.265 $ | 1 | |||||||||
| SELECT SECTOR SPDR TRUST | → 0 | 3.185.520 $ | +3.185.520 $ | 1 | |||||||||||||||
| ServiceNow, Inc. | NOW | → 0 | Schwach | 2.269.442 $ | +2.269.442 $ | 1 | |||||||||||||
| 49.831.213 $ | +2.135.737 $ | -11,8 % | 8 | 50.880.996 $ | +17.956.474 $ | -2,4 % | 7 | 44.966.282 $ | +8.822.705 $ | -4,9 % | 5 | 43.720.856 $ | +30.226.032 $ | +16,6 % | 4 | ||||