| 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 | ||||
| 64.836.881 $ | +13.540.447 $ | +27,2 % | 8 | 37.097.448 $ | -4.179.630 $ | -9,0 % | 5 | 55.157.518 $ | +7.743.828 $ | +18,9 % | 7 | 37.935.236 $ | +1.674.892 $ | +7,0 % | 5 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 13.082.393 $ | +2.566.043 $ | +24,4 % | 1 | 10.516.350 $ | -1.452.505 $ | -12,1 % | 1 | 11.968.855 $ | +3.383.641 $ | +39,4 % | 1 | 8.585.214 $ | +2.341.684 $ | +37,5 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Neutral | 10.083.294 $ | +3.396.781 $ | +50,8 % | 1 | 6.686.513 $ | +269.200 $ | +4,2 % | 1 | 6.417.313 $ | -540.628 $ | -7,8 % | 1 | 6.957.941 $ | +1.203.826 $ | +20,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 8.433.864 $ | +1.052.227 $ | +14,3 % | 1 | 7.381.637 $ | -1.613.283 $ | -17,9 % | 1 | 8.994.920 $ | -726.802 $ | -7,5 % | 1 | 9.721.722 $ | +473.195 $ | +5,1 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 7.709.465 $ | +990.154 $ | +14,7 % | 1 | 6.719.311 $ | -958.858 $ | -12,5 % | 1 | 7.678.169 $ | +833.843 $ | +12,2 % | 1 | 6.844.326 $ | +26.014 $ | +0,4 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 7.467.017 $ | +1.673.380 $ | +28,9 % | 1 | 5.793.637 $ | -424.184 $ | -6,8 % | 1 | 6.217.821 $ | +1.721.393 $ | +38,3 % | 1 | ||||
| NEWMONT Corp /DE/ | NEM | → 0 | Neutral | 7.264.278 $ | +1.999.855 $ | +38,0 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 6.616.162 $ | +1.072.526 $ | +19,3 % | 1 | ||||||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 6.107.898 $ | +1.425.997 $ | +30,5 % | 1 | ||||||||||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 5.996.179 $ | +1.717.220 $ | +40,1 % | 1 | ||||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 5.956.771 $ | +718.645 $ | +13,7 % | 1 | ||||||||||||
| SAP SE | SAP | → 0 | 5.826.033 $ | -2.369.827 $ | -28,9 % | 1 | |||||||||||||
| 64.836.881 $ | +13.540.447 $ | +27,2 % | 8 | 37.097.448 $ | -4.179.630 $ | -9,0 % | 5 | 55.157.518 $ | +7.743.828 $ | +18,9 % | 7 | 37.935.236 $ | +1.674.892 $ | +7,0 % | 5 | ||||