| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 185.098.092 $ | +15.888.534 $ | +23,6 % | 14 | 152.446.660 $ | +14.191.837 $ | +12,3 % | 11 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 28.172.132 $ | -4.102.914 $ | -12,7 % | 1 | 32.275.046 $ | +1.374.163 $ | +4,4 % | 1 |
| Vertiv Holdings Co | VRT | → 0 | Neutral | 19.476.749 $ | +7.851.751 $ | +67,5 % | 1 | 11.624.998 $ | +2.118.146 $ | +22,3 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 16.506.747 $ | +5.188.045 $ | +45,8 % | 1 | 11.318.702 $ | +1.505.130 $ | +15,3 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 12.086.935 $ | -3.980.655 $ | -24,8 % | 1 | 16.067.590 $ | +111.055 $ | +0,7 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 13.231.894 $ | -1.282.326 $ | -8,8 % | 1 | 14.514.220 $ | +2.295.295 $ | +18,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.631.523 $ | -4.823.655 $ | -33,4 % | 1 | 14.455.178 $ | +993.211 $ | +7,4 % | 1 |
| CAMECO CORP | CCJ | → 0 | Sehr stark | 13.611.830 $ | +1.991.341 $ | +17,1 % | 1 | 11.620.489 $ | +1.267.850 $ | +12,2 % | 1 |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 12.560.537 $ | +5.124.138 $ | +68,9 % | 1 | ||||||
| FTAI Aviation Ltd. | FTAI | → 0 | 12.034.230 $ | +3.492.859 $ | +40,9 % | 1 | |||||
| DF DENT & CO INC | → 0 | 9.169.284 $ | -2.239.882 $ | -19,6 % | 1 | 11.409.166 $ | +1.546.338 $ | +15,7 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 10.685.368 $ | +3.602.147 $ | +50,9 % | 1 | ||||
| MAI Capital Management | → 0 | 10.208.216 $ | +631.150 $ | +6,6 % | 1 | ||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 9.545.438 $ | +5.635.315 $ | +144,1 % | 1 | ||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 9.246.898 $ | -277.640 $ | -2,9 % | 1 | 9.524.538 $ | +2.275.890 $ | +31,4 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 9.138.527 $ | -289.990 $ | -3,1 % | 1 | 9.428.517 $ | +73.609 $ | +0,8 % | 1 |
| 185.098.092 $ | +15.888.534 $ | +23,6 % | 14 | 152.446.660 $ | +14.191.837 $ | +12,3 % | 11 | ||||