| 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 | ||||
| 67.742.903 $ | +10.668.836 $ | +28,6 % | 4 | 130.857.385 $ | +9.303.410 $ | +7,5 % | 7 | 155.600.020 $ | +11.110.304 $ | +9,1 % | 9 | 87.965.811 $ | +2.704.322 $ | +5,3 % | 5 | ||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 25.020.198 $ | +3.698.138 $ | +17,3 % | 1 | 21.322.060 $ | +2.702.429 $ | +14,5 % | 1 | 18.619.631 $ | +4.892.347 $ | +35,6 % | 1 | ||||
| DEVON ENERGY CORP/DE | DVN | → 0 | Stark | 22.764.896 $ | +5.646.175 $ | +33,0 % | 1 | 17.118.721 $ | +619.080 $ | +3,8 % | 1 | 16.499.641 $ | -52.233 $ | -0,3 % | 1 | ||||
| RLI CORP | RLI | → 0 | Stark | 16.692.532 $ | +570.005 $ | +3,5 % | 1 | 16.122.527 $ | -2.379.913 $ | -12,9 % | 1 | 18.502.440 $ | +5.509.181 $ | +42,4 % | 1 | ||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 17.484.810 $ | +1.757.840 $ | +11,2 % | 1 | 16.643.873 $ | -1.818.793 $ | -9,9 % | 1 | 18.462.666 $ | -642.041 $ | -3,4 % | 1 | ||||
| SHOPIFY INC. | SHOP | → 0 | Schwach | 15.948.103 $ | -2.181.425 $ | -12,0 % | 1 | 18.129.528 $ | +1.926.429 $ | +11,9 % | 1 | ||||||||
| Chubb Ltd | CB | → 0 | Neutral | 17.146.640 $ | +318.893 $ | +1,9 % | 1 | 16.827.747 $ | +1.529.980 $ | +10,0 % | 1 | ||||||||
| RENAISSANCERE HOLDINGS LTD | RNR | → 0 | Sehr stark | 17.007.005 $ | +507.037 $ | +3,1 % | 1 | 16.499.968 $ | +1.638.376 $ | +11,0 % | 1 | ||||||||
| AMGEN INC | AMGN | → 0 | Neutral | 16.991.757 $ | +96.976 $ | +0,6 % | 1 | 16.894.781 $ | +399.339 $ | +2,4 % | 1 | 16.495.442 $ | +2.579.031 $ | +18,5 % | 1 | ||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 16.573.804 $ | +8.244.015 $ | +99,0 % | 1 | ||||||||||||
| Super Micro Computer, Inc. | SMCI | → 0 | Schwach | 16.254.345 $ | -3.420.180 $ | -17,4 % | 1 | ||||||||||||
| VISA INC. | V | → 0 | Neutral | 16.241.666 $ | +532.445 $ | +3,4 % | 1 | ||||||||||||
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Stark | 15.901.338 $ | +1.113.741 $ | +7,5 % | 1 | ||||||||||||
| 67.742.903 $ | +10.668.836 $ | +28,6 % | 4 | 130.857.385 $ | +9.303.410 $ | +7,5 % | 7 | 155.600.020 $ | +11.110.304 $ | +9,1 % | 9 | 87.965.811 $ | +2.704.322 $ | +5,3 % | 5 | ||||