| 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 | ||||
| 81.927.266 $ | +5.209.356 $ | +0,3 % | 3 | 76.717.910 $ | -25.469.171 $ | -24,5 % | 3 | 102.187.081 $ | -2.500.639 $ | -1,5 % | 3 | 104.687.720 $ | -13.671.933 $ | -10,7 % | 3 | ||||
| TransDigm Group INC | TDG | → 0 | Schwach | 41.422.448 $ | +5.382.269 $ | +14,9 % | 1 | 36.040.179 $ | -1.566.649 $ | -4,2 % | 1 | 37.606.828 $ | +334.540 $ | +0,9 % | 1 | 37.272.288 $ | -4.011.567 $ | -9,7 % | 1 |
| Guidewire Software, Inc. | GWRE | → 0 | Stark | 6.595.603 $ | -1.420.963 $ | -17,7 % | 1 | 8.016.566 $ | -26.043.975 $ | -76,5 % | 1 | 34.060.541 $ | -4.888.546 $ | -12,6 % | 1 | 38.949.087 $ | -8.160.220 $ | -17,3 % | 1 |
| MOODYS CORP /DE/ | MCO | → 0 | Neutral | 33.909.215 $ | +1.248.050 $ | +3,8 % | 1 | 32.661.165 $ | +2.141.453 $ | +7,0 % | 1 | 30.519.712 $ | +2.053.367 $ | +7,2 % | 1 | 28.466.345 $ | -1.500.146 $ | -5,0 % | 1 |
| 81.927.266 $ | +5.209.356 $ | +0,3 % | 3 | 76.717.910 $ | -25.469.171 $ | -24,5 % | 3 | 102.187.081 $ | -2.500.639 $ | -1,5 % | 3 | 104.687.720 $ | -13.671.933 $ | -10,7 % | 3 | ||||