| 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 | ||||
| 786.074.996 $ | -94.317.941 $ | +8,2 % | 4 | 2.300.173.876 $ | +64.214.868 $ | +4,6 % | 10 | 2.500.460.284 $ | +8.895.245 $ | +2,0 % | 11 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 270.541.095 $ | -137.632.297 $ | -33,7 % | 1 | 408.173.392 $ | +67.160.307 $ | +19,7 % | 1 | 341.013.085 $ | +97.059.295 $ | +39,8 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 257.788.320 $ | -28.312.238 $ | -9,9 % | 1 | 286.100.558 $ | -19.076.393 $ | -6,3 % | 1 | ||||
| GENERAL ELECTRIC CO | GE | → 0 | Stark | 268.111.160 $ | -2.590.139 $ | -1,0 % | 1 | 270.701.299 $ | +43.862.206 $ | +19,3 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 196.609.475 $ | -53.173.576 $ | -21,3 % | 1 | 249.783.051 $ | -65.182.446 $ | -20,7 % | 1 | ||||
| NETFLIX INC | NFLX | → 0 | Stark | 170.647.211 $ | +74.828.993 $ | +78,1 % | 1 | 236.470.184 $ | -43.156.229 $ | -15,4 % | 1 | ||||
| S&P Global Inc. | SPGI | → 0 | Schwach | 180.181.254 $ | -43.159.079 $ | -19,3 % | 1 | 223.340.333 $ | +66.683.960 $ | +42,6 % | 1 | ||||
| Mastercard Inc | MA | → 0 | Neutral | 217.482.444 $ | +19.371.610 $ | +9,8 % | 1 | 198.110.834 $ | +6.257.214 $ | +3,3 % | 1 | ||||
| AMPHENOL CORP /DE/ | APH | → 0 | Neutral | 187.749.326 $ | -28.521.618 $ | -13,2 % | 1 | 216.270.944 $ | -9.485.972 $ | -4,2 % | 1 | ||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 169.801.582 $ | -28.137.291 $ | -14,2 % | 1 | 197.938.873 $ | +46.347.563 $ | +30,6 % | 1 | ||||
| VISA INC. | V | → 0 | Neutral | 197.701.890 $ | +21.602.384 $ | +12,3 % | 1 | 176.099.506 $ | -3.676.865 $ | -2,0 % | 1 | ||||
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 173.415.954 $ | +30.131.469 $ | +21,0 % | 1 | ||||||||
| STRYKER CORP | SYK | → 0 | Stark | 166.143.375 $ | -8.371.391 $ | -4,8 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 164.705.436 $ | +11.644.442 $ | +7,6 % | 1 | ||||||||
| Verisk Analytics, Inc. | VRSK | → 0 | Neutral | 161.828.575 $ | -35.681.737 $ | -18,1 % | 1 | ||||||||
| 786.074.996 $ | -94.317.941 $ | +8,2 % | 4 | 2.300.173.876 $ | +64.214.868 $ | +4,6 % | 10 | 2.500.460.284 $ | +8.895.245 $ | +2,0 % | 11 | ||||