| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.672.926.908 $ | +651.546.127 $ | +40,0 % | 9 | 1.290.066.330 $ | +418.463.333 $ | +11,6 % | 8 | 1.396.106.171 $ | +133.567.216 $ | +8,8 % | 8 | ||||
| HENRY SCHEIN INC | HSIC | → 0 | Schwach | 251.513.558 $ | +71.418.738 $ | +39,7 % | 1 | 180.094.820 $ | -163.754.876 $ | -47,6 % | 1 | 343.849.696 $ | +25.971.160 $ | +8,2 % | 1 |
| VISA INC. | V | → 0 | Neutral | 227.140.916 $ | +60.047.942 $ | +35,9 % | 1 | 167.092.974 $ | +61.853.030 $ | +58,8 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 191.107.494 $ | +55.976.617 $ | +41,4 % | 1 | ||||||||
| Primo Brands Corp | PRMB | → 0 | Stark | 189.660.995 $ | +107.585.663 $ | +131,1 % | 1 | ||||||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 175.633.103 $ | +16.647.330 $ | +10,5 % | 1 | 158.985.773 $ | +30.989.763 $ | +24,2 % | 1 | ||||
| LINDE PLC | LIN | → 0 | Neutral | 174.974.526 $ | +3.781.499 $ | +2,2 % | 1 | 171.193.027 $ | +171.193.027 $ | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Stark | 173.701.744 $ | +13.679.348 $ | +8,5 % | 1 | 160.022.396 $ | +14.277.451 $ | +9,8 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 169.837.249 $ | +61.581.504 $ | +56,9 % | 1 | ||||||||
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 168.721.040 $ | +168.721.040 $ | 1 | |||||||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 159.828.931 $ | +6.145.821 $ | +4,0 % | 1 | 153.683.110 $ | +19.188.159 $ | +14,3 % | 1 | 134.494.951 $ | +134.494.951 $ | 1 | |
| ANALOG DEVICES INC | ADI | → 0 | Stark | 155.616.590 $ | +155.616.590 $ | 1 | |||||||||
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 151.663.392 $ | +151.663.392 $ | 1 | |||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 146.570.721 $ | -16.063.023 $ | -9,9 % | 1 | ||||||||
| SharkNinja, Inc. | SN | → 0 | Neutral | 143.176.945 $ | +18.654.949 $ | +15,0 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 138.836.008 $ | -144.828.955 $ | -51,1 % | 1 | ||||||||
| CARVANA CO. | CVNA | → 0 | Neutral | 138.047.960 $ | +45.084.066 $ | +48,5 % | 1 | ||||||||
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 133.651.490 $ | +133.651.490 $ | 1 | |||||||||
| 1.672.926.908 $ | +651.546.127 $ | +40,0 % | 9 | 1.290.066.330 $ | +418.463.333 $ | +11,6 % | 8 | 1.396.106.171 $ | +133.567.216 $ | +8,8 % | 8 | ||||