| 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 | ||||
| 1.550.978.389 $ | -65.007.729 $ | -4,0 % | 3 | 2.125.255.710 $ | -858.623.240 $ | -22,1 % | 4 | 6.821.310.331 $ | -107.886.921 $ | -0,4 % | 9 | 6.929.197.252 $ | -269.611.330 $ | +4,3 % | 9 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.008.828.418 $ | -121.249.913 $ | -10,7 % | 1 | 1.130.078.331 $ | -366.925.810 $ | -24,5 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 543.449.521 $ | -2.077.088 $ | -0,4 % | 1 | 545.526.609 $ | -464.505.934 $ | -46,0 % | 1 | 1.010.032.543 $ | +2.697.202 $ | +0,3 % | 1 | 1.007.335.341 $ | -43.572.815 $ | -4,1 % | 1 |
| UNITEDHEALTH GROUP INC | UNH | → 0 | Schwach | 509.269.592 $ | -326.777.227 $ | -39,1 % | 1 | 836.046.819 $ | -80.032.355 $ | -8,7 % | 1 | 916.079.174 $ | -53.520.778 $ | -5,5 % | 1 | ||||
| Salesforce, Inc. | CRM | → 0 | Schwach | 785.472.190 $ | +65.094.574 $ | +9,0 % | 1 | 720.377.616 $ | +157.587.996 $ | +28,0 % | 1 | ||||||||
| Aon plc | AON | → 0 | Neutral | 703.096.815 $ | -29.201.903 $ | -4,0 % | 1 | 732.298.718 $ | +118.319.039 $ | +19,3 % | 1 | ||||||||
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 496.319.676 $ | -42.844.360 $ | -7,9 % | 1 | 539.164.036 $ | -148.867.744 $ | -21,6 % | 1 | 688.031.780 $ | -35.835.671 $ | -5,0 % | 1 | 723.867.451 $ | -69.645.780 $ | -8,8 % | 1 |
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 657.020.392 $ | +66.215.105 $ | +11,2 % | 1 | 590.805.287 $ | +78.528.066 $ | +15,3 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 574.911.827 $ | +19.624.752 $ | +3,5 % | 1 | 555.287.075 $ | -281.372.428 $ | -33,6 % | 1 | ||||||||
| BECTON DICKINSON & CO | BDX | → 0 | Neutral | 557.869.547 $ | +4.801.288 $ | +0,9 % | 1 | 553.068.259 $ | +190.991.180 $ | +52,7 % | 1 | ||||||||
| Mastercard Inc | MA | → 0 | Neutral | 511.209.192 $ | -20.086.281 $ | -3,8 % | 1 | 531.295.473 $ | +81.527.665 $ | +18,1 % | 1 | ||||||||
| 1.550.978.389 $ | -65.007.729 $ | -4,0 % | 3 | 2.125.255.710 $ | -858.623.240 $ | -22,1 % | 4 | 6.821.310.331 $ | -107.886.921 $ | -0,4 % | 9 | 6.929.197.252 $ | -269.611.330 $ | +4,3 % | 9 | ||||