| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 253.864.322 $ | +9.593.591 $ | +11,4 % | 71 | ||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 11.795.850 $ | +2.136.125 $ | +22,1 % | 1 |
| HEICO CORP | HEI | → 0 | Neutral | 11.449.134 $ | -188.634 $ | -1,6 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 10.343.875 $ | +349.157 $ | +3,5 % | 1 |
| Autodesk, Inc. | ADSK | → 0 | Neutral | 10.017.723 $ | -69.615 $ | -0,7 % | 1 |
| Arista Networks, Inc. | ANET | → 0 | Neutral | 9.675.144 $ | +2.861.298 $ | +42,0 % | 1 |
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 9.619.964 $ | +947.494 $ | +10,9 % | 1 |
| WATTS WATER TECHNOLOGIES INC | WTS | → 0 | Stark | 8.936.960 $ | +810.296 $ | +10,0 % | 1 |
| S&P Global Inc. | SPGI | → 0 | Neutral | 8.790.469 $ | -1.289.734 $ | -12,8 % | 1 |
| LINDE PLC | LIN | → 0 | Stark | 8.381.375 $ | +98.002 $ | +1,2 % | 1 |
| LENNOX INTERNATIONAL INC | LII | → 0 | Neutral | 8.318.892 $ | -569.194 $ | -6,4 % | 1 |
| ROPER TECHNOLOGIES INC | ROP | → 0 | Neutral | 7.989.290 $ | -1.346.831 $ | -14,4 % | 1 |
| STERIS plc | STE | → 0 | Neutral | 7.009.975 $ | +240.575 $ | +3,6 % | 1 |
| CORNING INC /NY | GLW | → 0 | Stark | 6.949.899 $ | +2.491.821 $ | +55,9 % | 1 |
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 6.402.347 $ | +33.019 $ | +0,5 % | 1 |
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 6.311.080 $ | +1.659.643 $ | +35,7 % | 1 |
| ECOLAB INC. | ECL | → 0 | Neutral | 5.931.808 $ | +95.738 $ | +1,6 % | 1 |
| EMERSON ELECTRIC CO | EMR | → 0 | Neutral | 5.758.256 $ | -114.246 $ | -1,9 % | 1 |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | WAB | → 0 | Stark | 5.680.296 $ | -460.936 $ | -7,5 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 5.506.952 $ | +627.749 $ | +12,9 % | 1 |
| Edwards Lifesciences Corp | EW | → 0 | Neutral | 5.475.008 $ | -34.886 $ | -0,6 % | 1 |
| PAYCHEX INC | PAYX | → 0 | Stark | 5.432.089 $ | -786.723 $ | -12,7 % | 1 |
| Xylem Inc. | XYL | → 0 | Neutral | 5.095.387 $ | +597.540 $ | +13,3 % | 1 |
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 5.033.432 $ | +23.255 $ | +0,5 % | 1 |
| TRIMBLE INC. | TRMB | → 0 | Neutral | 4.853.276 $ | +318.030 $ | +7,0 % | 1 |
| LABCORP HOLDINGS INC. | LH | → 0 | Neutral | 4.795.337 $ | +55.719 $ | +1,2 % | 1 |
| BIO-TECHNE Corp | TECH | → 0 | Neutral | 4.349.988 $ | +324.540 $ | +8,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Stark | 4.217.785 $ | +1.512.655 $ | +55,9 % | 1 |
| NORDSON CORP | NDSN | → 0 | Stark | 4.156.515 $ | -233.504 $ | -5,3 % | 1 |
| GARTNER INC | IT | → 0 | Neutral | 4.101.298 $ | -2.223.532 $ | -35,2 % | 1 |
| BECTON DICKINSON & CO | BDX | → 0 | Neutral | 3.956.562 $ | -244.208 $ | -5,8 % | 1 |
| MCCORMICK & CO INC | MKC | → 0 | Stark | 3.951.035 $ | -579.210 $ | -12,8 % | 1 |
| SYNOPSYS INC | SNPS | → 0 | Schwach | 3.699.438 $ | +3.058.588 $ | +477,3 % | 1 |
| FISERV INC | FISV | → 0 | Stark | 3.690.621 $ | -1.658.399 $ | -31,0 % | 1 |
| ENTEGRIS INC | ENTG | → 0 | Neutral | 3.682.682 $ | +1.006.715 $ | +37,6 % | 1 |
| REVVITY, INC. | RVTY | → 0 | Neutral | 3.443.155 $ | -370.805 $ | -9,7 % | 1 |
| TERADYNE, INC | TER | → 0 | Stark | 2.814.738 $ | +962.386 $ | +52,0 % | 1 |
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 2.748.870 $ | +513.178 $ | +23,0 % | 1 |
| Veralto Corp | VLTO | → 0 | Neutral | 2.220.076 $ | -619.066 $ | -21,8 % | 1 |
| PTC INC. | PTC | → 0 | Neutral | 1.873.875 $ | +326.262 $ | +21,1 % | 1 |
| EPAM Systems, Inc. | EPAM | → 0 | Stark | 1.830.591 $ | -432.705 $ | -19,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 1.777.317 $ | +345.230 $ | +24,1 % | 1 |
| Axogen, Inc. | AXGN | → 0 | Neutral | 1.686.344 $ | +687.862 $ | +68,9 % | 1 |
| SMITH A O CORP | AOS | → 0 | Stark | 1.637.043 $ | -107.119 $ | -6,1 % | 1 |
| Brookfield Infrastructure Partners L.P. | BIP | → 0 | 1.609.312 $ | -29.536 $ | -1,8 % | 1 | |
| Fortinet, Inc. | FTNT | → 0 | Neutral | 1.315.852 $ | -359.810 $ | -21,5 % | 1 |
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 1.118.075 $ | -240.450 $ | -17,7 % | 1 |
| AbbVie Inc. | ABBV | → 0 | Neutral | 856.698 $ | +169.904 $ | +24,7 % | 1 |
| 3M CO | MMM | → 0 | Neutral | 650.049 $ | +12.316 $ | +1,9 % | 1 |
| RTX Corp | RTX | → 0 | Neutral | 597.870 $ | +76.141 $ | +14,6 % | 1 |
| ILLINOIS TOOL WORKS INC | ITW | → 0 | Stark | 508.482 $ | +26.345 $ | +5,5 % | 1 |
| ABBOTT LABORATORIES | ABT | → 0 | Neutral | 442.002 $ | -6.831 $ | -1,5 % | 1 |
| Fortive Corp | FTV | → 0 | Neutral | 411.712 $ | -26.389 $ | -6,0 % | 1 |
| Woodward, Inc. | WWD | → 0 | Neutral | 379.065 $ | +11.430 $ | +3,1 % | 1 |
| ONEOK INC /NEW/ | OKE | → 0 | Stark | 332.013 $ | -39.403 $ | -10,6 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Stark | 309.651 $ | +54.559 $ | +21,4 % | 1 |
| Ralliant Corp | RAL | → 0 | Neutral | 306.810 $ | +306.810 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 286.290 $ | +53.364 $ | +22,9 % | 1 |
| MIDDLEBY Corp | MIDD | → 0 | Neutral | 277.159 $ | -2.049.881 $ | -88,1 % | 1 |
| MCDONALDS CORP | MCD | → 0 | Stark | 273.501 $ | +10.548 $ | +4,0 % | 1 |
| CANADIAN NATIONAL RAILWAY CO | CNI | → 0 | 273.470 $ | -28.246 $ | -9,4 % | 1 | |
| BWX Technologies, Inc. | BWXT | → 0 | Neutral | 263.280 $ | +57.562 $ | +28,0 % | 1 |
| Air Products & Chemicals, Inc. | APD | → 0 | Neutral | 259.084 $ | -8.873 $ | -3,3 % | 1 |
| CDW Corp | CDW | → 0 | Neutral | 258.034 $ | +21.402 $ | +9,0 % | 1 |
| AMGEN INC | AMGN | → 0 | Neutral | 253.980 $ | +2.691 $ | +1,1 % | 1 |
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 227.939 $ | -14.627 $ | -6,0 % | 1 |
| SEMPRA | SRE | → 0 | Sehr stark | 224.950 $ | +224.950 $ | 1 | |
| Brookfield Infrastructure Corp | BIPC | → 0 | 213.471 $ | -2.462 $ | -1,1 % | 1 | |
| GENERAL ELECTRIC CO | GE | → 0 | Neutral | 212.935 $ | +212.935 $ | 1 | |
| Constellation Energy Corp | CEG | → 0 | Neutral | 209.289 $ | +4.014 $ | +2,0 % | 1 |
| Shell plc | SHEL | → 0 | Stark | 200.999 $ | +200.999 $ | 1 | |
| Duke Energy CORP | DUK | → 0 | Neutral | 200.599 $ | +200.599 $ | 1 | |
| 253.864.322 $ | +9.593.591 $ | +11,4 % | 71 | ||||