| 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 | ||||
| 2.078.850.201 $ | +1.140.157.346 $ | +81,9 % | 4 | 1.181.154.663 $ | +56.055.697 $ | +11,0 % | 4 | 1.328.083.218 $ | +465.903.005 $ | +13,0 % | 5 | 1.175.447.096 $ | -128.786.306 $ | -12,6 % | 5 | ||||
| HUMANA INC | HUM | → 0 | Neutral | 728.407.339 $ | +439.691.835 $ | +152,3 % | 1 | 288.715.504 $ | -29.701.214 $ | -9,3 % | 1 | 318.416.718 $ | +115.062.382 $ | +56,6 % | 1 | 203.354.336 $ | +203.354.336 $ | 1 | |
| Liberty Media Corp | FWONA | → 0 | Neutral | 503.150.744 $ | +126.618.929 $ | +33,6 % | 1 | 376.531.815 $ | +168.293.693 $ | +80,8 % | 1 | 208.238.122 $ | +208.238.122 $ | 1 | |||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 436.832.118 $ | +163.386.582 $ | +59,8 % | 1 | 273.445.536 $ | -27.856.425 $ | -9,2 % | 1 | 301.301.961 $ | -9.948.351 $ | -3,2 % | 1 | 311.250.312 $ | +121.143.281 $ | +63,7 % | 1 |
| BlackRock Finance, Inc. | → 0 | 410.460.000 $ | +410.460.000 $ | 1 | |||||||||||||||
| Woodward, Inc. | WWD | → 0 | Neutral | 242.461.808 $ | -54.680.357 $ | -18,4 % | 1 | 297.142.165 $ | -50.433.400 $ | -14,5 % | 1 | 347.575.565 $ | +5.477.718 $ | +1,6 % | 1 | ||||
| MASIMO CORP | MASI | → 0 | 202.984.252 $ | +202.984.252 $ | 1 | ||||||||||||||
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 180.468.687 $ | -315.075.258 $ | -63,6 % | 1 | ||||||||||||
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 132.798.196 $ | -143.686.383 $ | -52,0 % | 1 | ||||||||||||
| 2.078.850.201 $ | +1.140.157.346 $ | +81,9 % | 4 | 1.181.154.663 $ | +56.055.697 $ | +11,0 % | 4 | 1.328.083.218 $ | +465.903.005 $ | +13,0 % | 5 | 1.175.447.096 $ | -128.786.306 $ | -12,6 % | 5 | ||||