| 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 | ||||
| 653.104.493 $ | +69.044.956 $ | +36,4 % | 10 | 557.759.672 $ | +51.963.777 $ | +10,3 % | 7 | 586.007.908 $ | +130.719.745 $ | +19,3 % | 8 | ||||
| UNION PACIFIC CORP | UNP | → 0 | Neutral | 70.751.632 $ | -26.424.743 $ | -27,2 % | 1 | 97.176.375 $ | +17.603.596 $ | +22,1 % | 1 | 79.572.779 $ | +79.572.779 $ | 1 | |
| BLUE OWL CAPITAL INC. | OWL | → 0 | Stark | 69.834.776 $ | -23.771.570 $ | -25,4 % | 1 | 93.606.346 $ | +17.576.848 $ | +23,1 % | 1 | 76.029.498 $ | +11.078.951 $ | +17,1 % | 1 |
| ENTEGRIS INC | ENTG | → 0 | Neutral | 93.148.906 $ | +4.685.027 $ | +5,3 % | 1 | 88.463.879 $ | -466.860 $ | -0,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 66.837.895 $ | -8.546.373 $ | -11,3 % | 1 | 75.384.268 $ | +2.687.396 $ | +3,7 % | 1 | 72.696.872 $ | -6.013.282 $ | -7,6 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 67.683.584 $ | -4.241.082 $ | -5,9 % | 1 | 71.924.666 $ | +10.055.329 $ | +16,3 % | 1 | 61.869.337 $ | -6.597.894 $ | -9,6 % | 1 |
| Datadog, Inc. | DDOG | → 0 | Neutral | 70.485.885 $ | +19.850.008 $ | +39,2 % | 1 | 67.653.528 $ | +4.966.419 $ | +7,9 % | 1 | ||||
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 63.199.990 $ | -7.123.501 $ | -10,1 % | 1 | 70.323.491 $ | +12.386.253 $ | +21,4 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 60.299.660 $ | +38.414.336 $ | +175,5 % | 1 | 69.398.524 $ | +35.793.379 $ | +106,5 % | 1 | ||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 68.853.472 $ | +18.031.176 $ | +35,5 % | 1 | ||||||||
| HUBSPOT INC | HUBS | → 0 | Stark | 63.319.121 $ | +6.479.082 $ | +11,4 % | 1 | ||||||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 61.329.936 $ | +5.437.383 $ | +9,7 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 60.026.341 $ | +34.487.425 $ | +135,0 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 57.001.312 $ | +15.808.396 $ | +38,4 % | 1 | ||||||||
| 653.104.493 $ | +69.044.956 $ | +36,4 % | 10 | 557.759.672 $ | +51.963.777 $ | +10,3 % | 7 | 586.007.908 $ | +130.719.745 $ | +19,3 % | 8 | ||||