| 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 | ||||
| 1.789.550.704 $ | +118.205.451 $ | +21,6 % | 8 | 1.989.701.343 $ | +57.208.350 $ | +3,8 % | 9 | 1.799.801.354 $ | +30.061.800 $ | +1,0 % | 8 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 323.982.159 $ | -69.748.357 $ | -17,7 % | 1 | 393.730.516 $ | +17.704.032 $ | +4,7 % | 1 | 376.026.484 $ | +72.591.042 $ | +23,9 % | 1 |
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 278.715.338 $ | +53.064.764 $ | +23,5 % | 1 | 225.650.574 $ | +34.636.507 $ | +18,1 % | 1 | 191.014.067 $ | -31.203.993 $ | -14,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 222.748.213 $ | -21.065.412 $ | -8,6 % | 1 | 243.813.625 $ | -16.124.770 $ | -6,2 % | 1 | 259.938.395 $ | -4.529.949 $ | -1,7 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 227.457.365 $ | -10.209.843 $ | -4,3 % | 1 | 237.667.208 $ | -13.655.493 $ | -5,4 % | 1 | 251.322.701 $ | +17.641.273 $ | +7,5 % | 1 |
| TotalEnergies SE | TTE | → 0 | 206.150.347 $ | +74.768.695 $ | +56,9 % | 1 | |||||||||
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Stark | 204.648.035 $ | +2.011.350 $ | +1,0 % | 1 | 202.636.685 $ | -31.877.378 $ | -13,6 % | 1 | ||||
| SLB LIMITED/NV | SLB | → 0 | Stark | 187.947.157 $ | -9.828.053 $ | -5,0 % | 1 | 197.775.210 $ | +21.129.735 $ | +12,0 % | 1 | 176.645.475 $ | +17.999.699 $ | +11,3 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 190.555.617 $ | +108.559.666 $ | +132,4 % | 1 | ||||||||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 173.514.880 $ | +2.473.135 $ | +1,4 % | 1 | 171.041.745 $ | -937.163 $ | -0,5 % | 1 | ||||
| Match Group, Inc. | MTCH | → 0 | Neutral | 151.994.508 $ | -7.336.009 $ | -4,6 % | 1 | 159.330.517 $ | -11.845.285 $ | -6,9 % | 1 | 171.175.802 $ | -9.621.731 $ | -5,3 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 153.570.778 $ | +20.879.139 $ | +15,7 % | 1 | ||||||||
| 1.789.550.704 $ | +118.205.451 $ | +21,6 % | 8 | 1.989.701.343 $ | +57.208.350 $ | +3,8 % | 9 | 1.799.801.354 $ | +30.061.800 $ | +1,0 % | 8 | ||||