| 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 | ||||
| 315.896.549 $ | +115.833.873 $ | +5,9 % | 8 | 292.924.960 $ | +5.041.668 $ | +4,7 % | 8 | 336.904.982 $ | +82.177.574 $ | +35,1 % | 9 | ||||
| Zeta Global Holdings Corp. | ZETA | → 0 | Stark | 71.825.388 $ | +6.985.669 $ | +10,8 % | 1 | 64.839.719 $ | +7.529.711 $ | +13,1 % | 1 | 57.310.008 $ | +14.857.944 $ | +35,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 35.503.028 $ | -11.634.566 $ | -24,7 % | 1 | 47.137.594 $ | +22.144.234 $ | +88,6 % | 1 | ||||
| United Airlines Holdings, Inc. | UAL | → 0 | Neutral | 41.696.017 $ | -785.631 $ | -1,8 % | 1 | 42.481.648 $ | +4.340.505 $ | +11,4 % | 1 | 38.141.143 $ | +8.930.470 $ | +30,6 % | 1 |
| BOYD GAMING CORP | BYD | → 0 | Neutral | 38.140.231 $ | +3.823.289 $ | +11,1 % | 1 | 34.316.942 $ | -6.913.570 $ | -16,8 % | 1 | 41.230.512 $ | -552.757 $ | -1,3 % | 1 |
| Motorola Solutions, Inc. | MSI | → 0 | Sehr stark | 37.527.556 $ | +37.527.556 $ | 1 | |||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 33.463.312 $ | +33.463.312 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Sehr stark | 33.427.670 $ | +9.811.999 $ | +41,5 % | 1 | ||||||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 32.995.308 $ | +4.537.802 $ | +15,9 % | 1 | ||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 30.369.497 $ | -998.380 $ | -3,2 % | 1 | 31.367.877 $ | -1.449.532 $ | -4,4 % | 1 | 32.817.409 $ | +12.014.606 $ | +57,8 % | 1 |
| ASML HOLDING NV | ASML | → 0 | Neutral | 32.374.864 $ | +32.374.864 $ | 1 | |||||||||
| Autodesk, Inc. | ADSK | → 0 | Stark | 30.752.775 $ | +8.079.714 $ | +35,6 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 30.499.684 $ | +3.443.194 $ | +12,7 % | 1 | 27.056.490 $ | +5.255.385 $ | +24,1 % | 1 | ||||
| National Vision Holdings, Inc. | EYE | → 0 | Neutral | 27.072.878 $ | +5.395.249 $ | +24,9 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 26.606.481 $ | -165.979 $ | -0,6 % | 1 | 26.772.460 $ | +5.038.027 $ | +23,2 % | 1 | ||||
| 315.896.549 $ | +115.833.873 $ | +5,9 % | 8 | 292.924.960 $ | +5.041.668 $ | +4,7 % | 8 | 336.904.982 $ | +82.177.574 $ | +35,1 % | 9 | ||||