| 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 | ||||
| 413.012.983 $ | -19.634.254 $ | -1,5 % | 12 | 432.647.237 $ | +4.764.299 $ | -2,4 % | 12 | 427.882.938 $ | +11.503.081 $ | +15,3 % | 12 | ||||
| APi Group Corp | APG | → 0 | Neutral | 100.338.460 $ | +5.596.370 $ | +5,9 % | 1 | 94.742.090 $ | +4.804.392 $ | +5,3 % | 1 | 89.937.698 $ | +880.973 $ | +1,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 66.994.719 $ | -6.291.702 $ | -8,6 % | 1 | 73.286.421 $ | +9.690.645 $ | +15,2 % | 1 | 63.595.776 $ | +17.275.699 $ | +37,3 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 58.261.450 $ | -6.308.137 $ | -9,8 % | 1 | 64.569.587 $ | -3.936.253 $ | -5,7 % | 1 | 68.505.840 $ | +56.160 $ | +0,1 % | 1 |
| QXO, Inc. | QXO | → 0 | Schwach | 45.300.296 $ | +303.246 $ | +0,7 % | 1 | 44.997.050 $ | +4.566.749 $ | +11,3 % | 1 | 40.430.301 $ | -5.260.605 $ | -11,5 % | 1 |
| S&P Global Inc. | SPGI | → 0 | Stark | 35.728.560 $ | -8.169.000 $ | -18,6 % | 1 | 43.897.560 $ | +3.013.920 $ | +7,4 % | 1 | 40.883.640 $ | -3.408.720 $ | -7,7 % | 1 |
| FirstService Corp | FSV | → 0 | Sehr schwach | 36.396.028 $ | -1.820.804 $ | -4,8 % | 1 | 38.216.832 $ | -2.967.106 $ | -7,2 % | 1 | 41.183.938 $ | +3.431.094 $ | +9,1 % | 1 |
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 37.566.056 $ | +1.711.940 $ | +4,8 % | 1 | 35.854.116 $ | -314.044 $ | -0,9 % | 1 | 36.168.160 $ | +1.099.958 $ | +3,1 % | 1 |
| COPART INC | CPRT | → 0 | Stark | 25.773.160 $ | -4.618.985 $ | -15,2 % | 1 | 30.392.145 $ | -4.518.066 $ | -12,9 % | 1 | 34.910.211 $ | -3.182.830 $ | -8,4 % | 1 |
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 5.039.852 $ | -104.091 $ | -2,0 % | 1 | 5.143.943 $ | -5.272.857 $ | -50,6 % | 1 | 10.416.800 $ | +1.220.288 $ | +13,3 % | 1 |
| Liberty Broadband Corp | LBRDA | → 0 | Neutral | 1.237.632 $ | +41.829 $ | +3,5 % | 1 | 1.195.803 $ | -367.599 $ | -23,5 % | 1 | 1.563.402 $ | -857.238 $ | -35,4 % | 1 |
| Liberty Capital Corp/NV | GLIBA | → 0 | Stark | 253.400 $ | +0 $ | +0,0 % | 1 | 253.400 $ | +69.994 $ | +38,2 % | 1 | 183.406 $ | +183.406 $ | 1 | |
| ENERGY FUELS INC | UUUU | → 0 | Sehr schwach | 123.370 $ | +25.080 $ | +25,5 % | 1 | 98.290 $ | -5.476 $ | -5,3 % | 1 | 103.766 $ | +64.896 $ | +167,0 % | 1 |
| 413.012.983 $ | -19.634.254 $ | -1,5 % | 12 | 432.647.237 $ | +4.764.299 $ | -2,4 % | 12 | 427.882.938 $ | +11.503.081 $ | +15,3 % | 12 | ||||