| 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 | ||||
| 1.537.054.599 $ | +307.419.334 $ | +1,7 % | 15 | 1.198.469.394 $ | +162.528.924 $ | +2,8 % | 12 | 1.361.465.300 $ | +534.098.047 $ | +27,3 % | 15 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 317.673.000 $ | +317.673.000 $ | 1 | |||||||||
| FIRST SOLAR, INC. | FSLR | → 0 | Neutral | 281.408.552 $ | -18.740.016 $ | -6,2 % | 1 | 300.148.568 $ | +53.766.277 $ | +21,8 % | 1 | 246.382.291 $ | +121.572.746 $ | +97,4 % | 1 |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 225.500.000 $ | +225.500.000 $ | 1 | |||||||||
| STANLEY BLACK & DECKER, INC. | SWK | → 0 | Neutral | 184.854.773 $ | -33.236.729 $ | -15,2 % | 1 | 218.091.502 $ | +10.025.628 $ | +4,8 % | 1 | 208.065.874 $ | +87.100.823 $ | +72,0 % | 1 |
| EMERSON ELECTRIC CO | EMR | → 0 | Neutral | 160.227.634 $ | -19.106.815 $ | -10,7 % | 1 | 179.334.449 $ | +95.436.968 $ | +113,8 % | 1 | 83.897.481 $ | -81.460.918 $ | -49,3 % | 1 |
| nVent Electric plc | NVT | → 0 | Neutral | 142.162.033 $ | -11.419.064 $ | -7,4 % | 1 | 153.581.097 $ | +20.381.883 $ | +15,3 % | 1 | 133.199.214 $ | -9.777.901 $ | -6,8 % | 1 |
| CONSOLIDATED EDISON INC | ED | → 0 | Sehr stark | 76.836.188 $ | +20.082.844 $ | +35,4 % | 1 | ||||||||
| Owens Corning | OC | → 0 | Stark | 62.210.700 $ | -855.285 $ | -1,4 % | 1 | 63.065.985 $ | -12.136.697 $ | -16,1 % | 1 | 75.202.682 $ | +75.202.682 $ | 1 | |
| Otis Worldwide Corp | OTIS | → 0 | Neutral | 54.599.464 $ | +2.573.542 $ | +4,9 % | 1 | 52.025.922 $ | -9.201.915 $ | -15,0 % | 1 | 61.227.837 $ | +28.649.564 $ | +87,9 % | 1 |
| Fortive Corp | FTV | → 0 | Neutral | 40.076.950 $ | -18.131.450 $ | -31,1 % | 1 | 58.208.400 $ | +647.110 $ | +1,1 % | 1 | 57.561.290 $ | -1.398.522 $ | -2,4 % | 1 |
| Diamondback Energy, Inc. | FANG | → 0 | Sehr stark | 56.629.453 $ | +56.629.453 $ | 1 | |||||||||
| WESCO INTERNATIONAL INC | WCC | → 0 | Neutral | 28.230.196 $ | -23.491.592 $ | -45,4 % | 1 | 51.721.788 $ | +3.358.929 $ | +6,9 % | 1 | 48.362.859 $ | +6.260.602 $ | +14,9 % | 1 |
| PENTAIR plc | PNR | → 0 | Neutral | 49.293.023 $ | +23.553.677 $ | +91,5 % | 1 | 25.739.346 $ | -8.929.088 $ | -25,8 % | 1 | 34.668.434 $ | +9.314.596 $ | +36,7 % | 1 |
| AAON, INC. | AAON | → 0 | Schwach | 3.365.218 $ | -44.610.802 $ | -93,0 % | 1 | 47.976.020 $ | +47.976.020 $ | 1 | |||||
| EQT Corp | EQT | → 0 | Sehr stark | 47.380.553 $ | -14.904.507 $ | -23,9 % | 1 | ||||||||
| Ralliant Corp | RAL | → 0 | Neutral | 47.286.374 $ | +1.367.744 $ | +3,0 % | 1 | 45.918.630 $ | +6.522.142 $ | +16,6 % | 1 | 39.396.488 $ | +13.721.809 $ | +53,4 % | 1 |
| CANADIAN NATIONAL RAILWAY CO | CNI | → 0 | 47.268.489 $ | +47.268.489 $ | 1 | ||||||||||
| TIMKEN CO | TKR | → 0 | Neutral | 33.363.092 $ | +33.363.092 $ | 1 | |||||||||
| Eaton Corp plc | ETN | → 0 | Neutral | 31.658.802 $ | +12.144.284 $ | +62,2 % | 1 | 19.514.518 $ | -12.320.422 $ | -38,7 % | 1 | ||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 3.674.124 $ | +3.674.124 $ | 1 | |||||||||
| 1.537.054.599 $ | +307.419.334 $ | +1,7 % | 15 | 1.198.469.394 $ | +162.528.924 $ | +2,8 % | 12 | 1.361.465.300 $ | +534.098.047 $ | +27,3 % | 15 | ||||