Investments: Bouvel Investment Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Bouvel Investment Partners, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
390.472.933 $+98.813.347 $
+28,7 %
71292.730.140 $+25.496.784 $
+5,9 %
66300.035.379 $+21.126.917 $
+33,4 %
70290.249.084 $+37.291.018 $
+15,7 %
67
ISHARES TR→ 011.877.923 $-1.657.754 $
-12,2 %
113.535.677 $-1.732.837 $
-11,3 %
115.268.514 $-6.101.215 $
-28,6 %
121.369.729 $+8.244.968 $
+62,8 %
1
Marvell Technology, Inc.MRVL→ 0Stark21.324.307 $+14.088.061 $
+194,7 %
17.236.246 $+1.071.584 $
+17,4 %
16.164.662 $+145.208 $
+2,4 %
16.019.454 $+398.085 $
+7,1 %
1
INTEL CORPINTC→ 0Neutral17.612.509 $+9.990.066 $
+131,1 %
17.622.443 $+1.303.392 $
+20,6 %
16.319.051 $+669.432 $
+11,8 %
15.649.619 $+5.649.619 $1
Capital Group Dividend Value ETF→ 014.419.870 $+2.742.555 $
+23,5 %
111.677.315 $-571.909 $
-4,7 %
112.249.224 $+1.266.743 $
+11,5 %
110.982.481 $+321.998 $
+3,0 %
1
NVIDIA CORPNVDA→ 0Neutral12.661.495 $+1.587.967 $
+14,3 %
111.073.528 $-746.469 $
-6,3 %
111.819.997 $+80.010 $
+0,7 %
111.739.987 $-419.081 $
-3,4 %
1
Broadcom Inc.AVGO→ 0Stark9.983.933 $-1.230.852 $
-11,0 %
111.214.785 $-1.248.276 $
-10,0 %
112.463.061 $+858.477 $
+7,4 %
111.604.584 $+1.810.464 $
+18,5 %
1
CIBC Private Wealth Group LLC→ 011.025.713 $+1.600.775 $
+17,0 %
19.424.938 $+5.690.646 $
+152,4 %
13.734.292 $+304.503 $
+8,9 %
13.429.789 $+138.288 $
+4,2 %
1
iSHARES TRUST→ 010.882.206 $+2.539.201 $
+30,4 %
18.343.005 $+346.806 $
+4,3 %
17.996.199 $+523.573 $
+7,0 %
17.472.626 $+4.089.193 $
+120,9 %
1
Datadog, Inc.DDOG→ 0Neutral10.851.284 $+5.890.941 $
+118,8 %
14.960.343 $+1.479.135 $
+42,5 %
13.481.208 $+3.481.208 $1
Palo Alto Networks IncPANW→ 0Neutral10.559.855 $+5.536.308 $
+110,2 %
15.023.547 $-713.454 $
-12,4 %
15.737.001 $-499.778 $
-8,0 %
16.236.779 $-122.511 $
-1,9 %
1
MICROSOFT CORPMSFT→ 0Neutral7.338.609 $-43.876 $
-0,6 %
17.382.485 $-2.205.523 $
-23,0 %
19.588.008 $-514.866 $
-5,1 %
110.102.874 $+251.918 $
+2,6 %
1
AMAZON COM INCAMZN→ 0Stark9.945.213 $+1.127.894 $
+12,8 %
18.817.319 $-891.201 $
-9,2 %
19.708.520 $+626.666 $
+6,9 %
19.081.854 $-149.419 $
-1,6 %
1
AbbVie Inc.ABBV→ 0Stark9.489.848 $+9.489.848 $1
VICOR CORPVICR→ 0Schwach9.314.105 $+5.299.087 $
+132,0 %
14.015.018 $+1.364.561 $
+51,5 %
12.650.457 $+1.452.304 $
+121,2 %
11.198.153 $+141.174 $
+13,4 %
1
GENERAL ELECTRIC COGE→ 0Stark9.210.202 $+2.126.168 $
+30,0 %
17.084.034 $-562.195 $
-7,4 %
17.646.229 $+293.587 $
+4,0 %
17.352.642 $+1.005.919 $
+15,8 %
1
TERADYNE, INCTER→ 0Neutral8.715.894 $+1.781.991 $
+25,7 %
16.933.903 $+2.564.286 $
+58,7 %
14.369.617 $+1.255.237 $
+40,3 %
13.114.380 $+1.119.685 $
+56,1 %
1
Palantir Technologies Inc.PLTR→ 0Neutral3.820.029 $-838.354 $
-18,0 %
14.658.383 $-3.993.342 $
-46,2 %
18.651.725 $-3.310.696 $
-27,7 %
1
COZAD ASSET MANAGEMENT INC→ 0378.744 $-8.270.819 $
-95,6 %
18.649.563 $+11.935 $
+0,1 %
18.637.628 $+890.243 $
+11,5 %
17.747.385 $-326.736 $
-4,0 %
1
Alphabet Inc.GOOGL→ 0Neutral8.588.316 $+1.586.518 $
+22,7 %
17.001.798 $-566.855 $
-7,5 %
17.568.653 $+1.789.194 $
+31,0 %
15.779.459 $+1.528.615 $
+36,0 %
1
VANGUARD GROUP INC→ 08.538.146 $+8.538.146 $1
MASTEC INCMTZ→ 0Schwach8.449.346 $+1.927.998 $
+29,6 %
16.521.348 $+2.270.678 $
+53,4 %
14.250.670 $+68.953 $
+1,6 %
14.181.717 $+903.155 $
+27,5 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral5.745.879 $-982.962 $
-14,6 %
16.728.841 $-1.485.928 $
-18,1 %
18.214.769 $+1.840.176 $
+28,9 %
16.374.593 $-1.410.570 $
-18,1 %
1
ELI LILLY & CoLLY→ 0Neutral8.186.110 $+1.849.814 $
+29,2 %
16.336.296 $-990.872 $
-13,5 %
17.327.168 $+2.193.704 $
+42,7 %
15.133.464 $-118.230 $
-2,3 %
1
ENTERGY CORP /DE/ETR→ 0Sehr stark7.524.823 $+53.782 $
+0,7 %
17.471.041 $+7.471.041 $1
Lumentum Holdings Inc.LITE→ 0Neutral7.397.335 $-92.681 $
-1,2 %
17.490.016 $+3.671.424 $
+96,1 %
13.818.592 $+2.120.713 $
+124,9 %
11.697.879 $+1.697.879 $1
Meta Platforms, Inc.META→ 0Neutral5.365.901 $-168.885 $
-3,1 %
15.534.786 $-807.359 $
-12,7 %
16.342.145 $-588.933 $
-8,5 %
16.931.078 $-113.991 $
-1,6 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach6.572.159 $+879.387 $
+15,4 %
15.692.772 $-1.190.852 $
-17,3 %
16.883.624 $+6.883.624 $1
NETFLIX INCNFLX→ 0Neutral4.917.889 $-1.761.555 $
-26,4 %
16.679.444 $+6.679.444 $1
Ancora Advisors LLC→ 06.649.837 $+6.649.837 $1
INTUIT INC.INTU→ 0Neutral6.474.824 $-84.868 $
-1,3 %
16.559.692 $-1.133.484 $
-14,7 %
1
Snowflake Inc.SNOW→ 0Neutral6.432.488 $+2.567.122 $
+66,4 %
13.865.366 $-1.718.004 $
-30,8 %
15.583.370 $-59.891 $
-1,1 %
15.643.261 $+5.643.261 $1
KKR & Co. Inc.KKR→ 0Schwach6.358.192 $-21.054 $
-0,3 %
16.379.246 $-223.964 $
-3,4 %
1
Eaton Corp plcETN→ 0Neutral6.343.222 $+939.186 $
+17,4 %
15.404.036 $+619.379 $
+12,9 %
14.784.657 $-740.770 $
-13,4 %
15.525.427 $+171.291 $
+3,2 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral3.027.800 $-3.194.241 $
-51,3 %
16.222.041 $+2.611.998 $
+72,4 %
13.610.043 $-226.846 $
-5,9 %
13.836.889 $-485.713 $
-11,2 %
1
Apple Inc.AAPL→ 0Neutral6.171.181 $+675.359 $
+12,3 %
15.495.822 $+5.495.822 $1
BOEING COBA→ 0Schwach5.810.488 $+404.634 $
+7,5 %
15.405.854 $-432.937 $
-7,4 %
15.838.791 $+5.838.791 $1
AMPHENOL CORP /DE/APH→ 0Stark5.805.160 $+1.641.043 $
+39,4 %
14.164.117 $-240.636 $
-5,5 %
14.404.753 $+4.404.753 $1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.KTOS→ 0Neutral2.038.352 $-839.760 $
-29,2 %
12.878.112 $-1.912.075 $
-39,9 %
14.790.187 $-984.900 $
-17,1 %
15.775.087 $+1.913.350 $
+49,5 %
1
RTX CorpRTX→ 0Neutral5.481.110 $-136.717 $
-2,4 %
15.617.827 $+313.899 $
+5,9 %
15.303.928 $+518.959 $
+10,8 %
14.784.969 $+538.853 $
+12,7 %
1
QUANTA SERVICES, INC.PWR→ 0Sehr stark5.580.310 $+1.319.915 $
+31,0 %
14.260.395 $+1.078.907 $
+33,9 %
13.181.488 $+34.383 $
+1,1 %
13.147.105 $+343.642 $
+12,3 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral5.312.218 $+2.601.992 $
+96,0 %
12.710.226 $+451.740 $
+20,0 %
12.258.486 $-118.876 $
-5,0 %
12.377.362 $-41.351 $
-1,7 %
1
Uber Technologies, IncUBER→ 0Schwach4.465.533 $-810.249 $
-15,4 %
15.275.782 $+163.688 $
+3,2 %
1
Salesforce, Inc.CRM→ 0Neutral5.272.901 $+633.033 $
+13,6 %
14.639.868 $-730.898 $
-13,6 %
1
TTM TECHNOLOGIES INCTTMI→ 0Neutral4.698.690 $+4.698.690 $1
AEHR TEST SYSTEMSAEHR→ 0Neutral4.692.723 $+2.029.489 $
+76,2 %
12.663.234 $+1.577.093 $
+145,2 %
11.086.141 $-572.227 $
-34,5 %
11.658.368 $+949.778 $
+134,0 %
1
Oklo Inc.OKLO→ 0Sehr schwach1.542.793 $+87.326 $
+6,0 %
11.455.467 $-550.799 $
-27,5 %
12.006.266 $-2.578.378 $
-56,2 %
14.584.644 $+2.321.752 $
+102,6 %
1
FISERV INCFISV→ 0Stark4.504.556 $-1.581.689 $
-26,0 %
1
PDF SOLUTIONS INCPDFS→ 0Neutral4.484.688 $+4.484.688 $1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral1.957.006 $-964.760 $
-33,0 %
12.921.766 $-1.477.874 $
-33,6 %
14.399.640 $-38.229 $
-0,9 %
14.437.869 $-497.406 $
-10,1 %
1
Vertiv Holdings CoVRT→ 0Stark4.382.124 $-47.880 $
-1,1 %
14.430.004 $+1.659.957 $
+59,9 %
12.770.047 $+178.876 $
+6,9 %
12.591.171 $+431.443 $
+20,0 %
1
FIRST SOLAR, INC.FSLR→ 0Schwach3.980.409 $+656.183 $
+19,7 %
13.324.226 $-939.570 $
-22,0 %
14.263.796 $+667.172 $
+18,5 %
13.596.624 $+928.781 $
+34,8 %
1
IonQ, Inc.IONQ→ 0Sehr schwach3.893.040 $+3.071.644 $
+374,0 %
1821.396 $+821.396 $1
SYNOPSYS INCSNPS→ 0Schwach3.864.724 $-220.310 $
-5,4 %
1
D-Wave Quantum Inc.QBTS→ 0Schwach2.979.726 $+1.191.618 $
+66,6 %
11.788.108 $-1.346.519 $
-43,0 %
13.134.627 $-530.780 $
-14,5 %
13.665.407 $+1.520.764 $
+70,9 %
1
AXON ENTERPRISE, INC.AXON→ 0Neutral3.304.796 $+3.304.796 $1
Tempus AI, Inc.TEM→ 0Sehr schwach2.371.886 $+520.579 $
+28,1 %
11.851.307 $-494.277 $
-21,1 %
12.345.584 $-921.799 $
-28,2 %
13.267.383 $+729.977 $
+28,8 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral3.110.310 $+686.353 $
+28,3 %
12.423.957 $+478.908 $
+24,6 %
11.945.049 $+512.533 $
+35,8 %
11.432.516 $+318.624 $
+28,6 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 03.066.641 $+211.039 $
+7,4 %
12.855.602 $-178.293 $
-5,9 %
13.033.895 $+12.155 $
+0,4 %
13.021.740 $+128.174 $
+4,4 %
1
Natera, Inc.NTRA→ 0Schwach3.050.555 $+3.050.555 $1
Honeywell Aerospace Inc.HONA→ 02.989.665 $+2.989.665 $1
NUSCALE POWER CorpSMR→ 0Schwach1.402.295 $+253.618 $
+22,1 %
11.148.677 $-1.789.139 $
-60,9 %
12.937.816 $-238.338 $
-7,5 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark2.532.534 $-173.006 $
-6,4 %
12.705.540 $-276.491 $
-9,3 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 02.672.498 $+287.523 $
+12,1 %
12.384.975 $-57.963 $
-2,4 %
12.442.938 $+202.414 $
+9,0 %
12.240.524 $+124.436 $
+5,9 %
1
Symbotic Inc.SYM→ 0Stark2.066.936 $-376.327 $
-15,4 %
12.443.263 $-191.516 $
-7,3 %
12.634.779 $+237.361 $
+9,9 %
12.397.418 $+682.462 $
+39,8 %
1
TYLER TECHNOLOGIES INCTYL→ 0Neutral1.777.466 $-503.406 $
-22,1 %
12.280.872 $-345.653 $
-13,2 %
12.626.525 $-304.772 $
-10,4 %
1
Coinbase Global, Inc.COIN→ 0Neutral1.742.635 $-880.000 $
-33,6 %
12.622.635 $-40.739 $
-1,5 %
1
Super Micro Computer, Inc.SMCI→ 0Schwach1.985.476 $-462.491 $
-18,9 %
12.447.967 $+194.356 $
+8,6 %
12.253.611 $-68.532 $
-3,0 %
1
MERCURY SYSTEMS INCMRCY→ 0Stark2.387.875 $+103.903 $
+4,5 %
12.283.972 $-150.955 $
-6,2 %
12.434.927 $+775.608 $
+46,7 %
1
MAI Capital Management→ 02.385.339 $+244.638 $
+11,4 %
12.140.701 $+240.606 $
+12,7 %
11.900.095 $+223.761 $
+13,3 %
11.676.334 $+50.915 $
+3,1 %
1
Joby Aviation, Inc.JOBY→ 0Sehr schwach2.226.575 $+1.186.434 $
+114,1 %
11.040.141 $-571.671 $
-35,5 %
11.611.812 $-368.017 $
-18,6 %
11.979.829 $+712.658 $
+56,2 %
1
Zscaler, Inc.ZS→ 0Neutral1.692.523 $-530.655 $
-23,9 %
12.223.178 $-60.736 $
-2,7 %
1
AeroVironment IncAVAV→ 0Schwach2.192.955 $+783.836 $
+55,6 %
11.409.119 $+1.409.119 $1
CRISPR Therapeutics AGCRSP→ 0Schwach1.770.696 $+223.767 $
+14,5 %
11.546.929 $-109.651 $
-6,6 %
11.656.580 $-400.943 $
-19,5 %
12.057.523 $+541.852 $
+35,7 %
1
Toast, Inc.TOST→ 0Neutral1.936.912 $+1.936.912 $1
TWILIO INCTWLO→ 0Neutral1.722.100 $+545.742 $
+46,4 %
11.176.358 $+1.176.358 $1
Enphase Energy, Inc.ENPH→ 0Neutral1.681.448 $+388.686 $
+30,1 %
11.292.762 $+1.292.762 $1
PayPal Holdings, Inc.PYPL→ 0Neutral1.368.719 $-193.310 $
-12,4 %
11.562.029 $-149.561 $
-8,7 %
1
PLUG POWER INCPLUG→ 0Sehr schwach1.402.590 $+571.403 $
+68,7 %
1831.187 $+148.472 $
+21,7 %
1682.715 $+647.765 $
+1.853,4 %
134.950 $+34.950 $1
Amprius Technologies, Inc.AMPX→ 0Neutral1.376.409 $+1.376.409 $1
indie Semiconductor, Inc.INDI→ 0Sehr schwach1.348.998 $+386.453 $
+40,1 %
1962.545 $-59.383 $
-5,8 %
11.021.928 $+244.916 $
+31,5 %
1777.012 $+132.752 $
+20,6 %
1
GRAIL, Inc.GRAL→ 0Sehr schwach1.106.998 $+273.555 $
+32,8 %
1833.443 $-455.628 $
-35,3 %
11.289.071 $+1.289.071 $1
Eos Energy Enterprises, Inc.EOSE→ 0Sehr schwach681.245 $+118.181 $
+21,0 %
1563.064 $-677.206 $
-54,6 %
11.240.270 $-21.936 $
-1,7 %
11.262.206 $+1.262.206 $1
EPAM Systems, Inc.EPAM→ 0Neutral1.259.897 $+146.169 $
+13,1 %
11.113.728 $+1.113.728 $1
Strata Critical Medical, Inc.SRTA→ 0Neutral1.172.062 $-73.877 $
-5,9 %
11.245.939 $+216.395 $
+21,0 %
1
HUBSPOT INCHUBS→ 0Neutral827.070 $-140.910 $
-14,6 %
1
Red Cat Holdings, Inc.RCAT→ 0Schwach809.176 $+809.176 $1
CERUS CORPCERS→ 0Neutral58.400 $-730.541 $
-92,6 %
1788.941 $+103.592 $
+15,1 %
1
Aurora Innovation, Inc.AUR→ 0Neutral773.260 $+75.889 $
+10,9 %
1
Quantum Computing Inc.QUBT→ 0Sehr schwach496.235 $-219.492 $
-30,7 %
1715.727 $+715.727 $1
Adaptive Biotechnologies CorpADPT→ 0Neutral608.145 $-82.339 $
-11,9 %
1690.484 $+49.037 $
+7,6 %
1641.447 $+152.456 $
+31,2 %
1
ILLUMINA, INC.ILMN→ 0Neutral582.071 $+10.279 $
+1,8 %
1
Solstice Advanced Materials Inc.SOLS→ 0Neutral279.090 $-35.527 $
-11,3 %
1314.617 $+99.310 $
+46,1 %
1215.307 $+215.307 $1
BlackRock Fund Advisors→ 0237.973 $+17.351 $
+7,9 %
1220.622 $+2.608 $
+1,2 %
1218.014 $+218.014 $1
VANGUARD WHITEHALL FDS→ 0203.863 $-11.674.060 $
-98,3 %
1
390.472.933 $+98.813.347 $
+28,7 %
71292.730.140 $+25.496.784 $
+5,9 %
66300.035.379 $+21.126.917 $
+33,4 %
70290.249.084 $+37.291.018 $
+15,7 %
67
Erweitert ×