| 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 | ||||
| 743.021.516 $ | +18.581.214 $ | +3,1 % | 5 | 724.440.302 $ | -65.237.091 $ | -8,5 % | 5 | 882.396.613 $ | -42.106.081 $ | -2,6 % | 6 | 1.224.586.431 $ | -5.301.750 $ | +5,5 % | 9 | ||||
| Cigna Group | CI | → 0 | Neutral | 267.300.431 $ | -531.507 $ | -0,2 % | 1 | 267.831.938 $ | -18.081.665 $ | -6,3 % | 1 | 285.913.603 $ | -36.713.957 $ | -11,4 % | 1 | 322.627.560 $ | -51.223.709 $ | -13,7 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 163.591.790 $ | +26.071.106 $ | +19,0 % | 1 | 137.520.684 $ | -17.935.836 $ | -11,5 % | 1 | 155.456.520 $ | +25.449.530 $ | +19,6 % | 1 | 130.006.990 $ | +34.322.824 $ | +35,9 % | 1 |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Neutral | 113.899.612 $ | +6.876.973 $ | +6,4 % | 1 | 107.022.639 $ | -20.192.925 $ | -15,9 % | 1 | 127.215.564 $ | -21.401.416 $ | -14,4 % | 1 | 148.616.980 $ | -13.650.979 $ | -8,4 % | 1 |
| HCA Healthcare, Inc. | HCA | → 0 | Neutral | 93.160.317 $ | -23.918.313 $ | -20,4 % | 1 | 117.078.630 $ | -2.399.247 $ | -2,0 % | 1 | 119.477.877 $ | +1.963.882 $ | +1,7 % | 1 | 117.513.995 $ | +10.785.017 $ | +10,1 % | 1 |
| HORTON D R INC /DE/ | DHI | → 0 | Neutral | 108.653.487 $ | +25.137.048 $ | +30,1 % | 1 | ||||||||||||
| CORPAY, INC. | CPAY | → 0 | Neutral | 105.069.366 $ | +10.082.955 $ | +10,6 % | 1 | 94.986.411 $ | -6.627.418 $ | -6,5 % | 1 | 101.613.829 $ | -3.181.247 $ | -3,0 % | 1 | 104.795.076 $ | -17.175.651 $ | -14,1 % | 1 |
| Aon plc | AON | → 0 | Neutral | 92.719.220 $ | -8.222.873 $ | -8,1 % | 1 | 100.942.093 $ | -1.100.900 $ | -1,1 % | 1 | ||||||||
| Colliers International Group Inc. | CIGI | → 0 | 98.606.000 $ | +15.345.238 $ | +18,4 % | 1 | |||||||||||||
| Booking Holdings Inc. | BKNG | → 0 | Schwach | 92.824.250 $ | -7.740.638 $ | -7,7 % | 1 | ||||||||||||
| 743.021.516 $ | +18.581.214 $ | +3,1 % | 5 | 724.440.302 $ | -65.237.091 $ | -8,5 % | 5 | 882.396.613 $ | -42.106.081 $ | -2,6 % | 6 | 1.224.586.431 $ | -5.301.750 $ | +5,5 % | 9 | ||||