| 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 | ||||
| 761.224.709 $ | +330.627.117 $ | +68,6 % | 9 | 834.835.621 $ | +211.970.129 $ | +132,8 % | 10 | 533.428.736 $ | +262.378.581 $ | +51,1 % | 6 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 155.451.931 $ | -2.204.074 $ | -1,4 % | 1 | 157.656.005 $ | -47.741.402 $ | -23,2 % | 1 | 205.397.407 $ | +81.346.796 $ | +65,6 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 97.861.448 $ | -34.350.432 $ | -26,0 % | 1 | 132.211.880 $ | +61.693.133 $ | +87,5 % | 1 | ||||
| iSHARES TRUST | → 0 | 130.987.584 $ | +130.987.584 $ | 1 | |||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 130.492.800 $ | +77.230.668 $ | +145,0 % | 1 | ||||||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Schwach | 75.144.565 $ | -30.838.852 $ | -29,1 % | 1 | 105.983.417 $ | +71.042.587 $ | +203,3 % | 1 | ||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 103.401.055 $ | +82.544.663 $ | +395,8 % | 1 | ||||||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 55.208.052 $ | -33.928.404 $ | -38,1 % | 1 | 89.136.456 $ | +42.668.136 $ | +91,8 % | 1 | 46.468.320 $ | -3.031.938 $ | -6,1 % | 1 |
| FEDEX CORP | FDX | → 0 | Neutral | 75.510.160 $ | +75.510.160 $ | 1 | |||||||||
| NORFOLK SOUTHERN CORP | NSC | → 0 | Neutral | 65.818.858 $ | +8.853.536 $ | +15,5 % | 1 | 56.965.322 $ | +16.619.658 $ | +41,2 % | 1 | ||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 62.957.550 $ | +62.957.550 $ | 1 | |||||||||
| TXNM ENERGY INC | TXNM | → 0 | Sehr stark | 53.078.200 $ | +13.986.938 $ | +35,8 % | 1 | ||||||||
| SHERWIN WILLIAMS CO | SHW | → 0 | Neutral | 52.968.964 $ | +52.968.964 $ | 1 | |||||||||
| Corebridge Financial, Inc. | CRBG | → 0 | Schwach | 48.272.000 $ | +25.337.020 $ | +110,5 % | 1 | ||||||||
| ELECTRONIC ARTS INC. | EA | → 0 | Neutral | 47.816.898 $ | +42.111.410 $ | +738,1 % | 1 | ||||||||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 47.573.075 $ | +5.065.546 $ | +11,9 % | 1 | 42.507.529 $ | +15.526.990 $ | +57,5 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 46.733.540 $ | +46.733.540 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 43.886.050 $ | +43.886.050 $ | 1 | |||||||||
| 761.224.709 $ | +330.627.117 $ | +68,6 % | 9 | 834.835.621 $ | +211.970.129 $ | +132,8 % | 10 | 533.428.736 $ | +262.378.581 $ | +51,1 % | 6 | ||||