| 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 | ||||
| 134.017.772 $ | +36.586.123 $ | +53,7 % | 6 | 82.192.620 $ | +13.229.453 $ | +37,2 % | 4 | 186.995.373 $ | +12.397.584 $ | +6,9 % | 8 | 159.249.331 $ | -3.943.730 $ | -2,2 % | 7 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 38.094.692 $ | +8.528.209 $ | +28,8 % | 1 | 29.566.483 $ | +3.951.722 $ | +15,4 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 32.316.044 $ | +6.515.348 $ | +25,3 % | 1 | 25.800.696 $ | +15.983.229 $ | +162,8 % | 1 | ||||||||
| INTUIT INC. | INTU | → 0 | Schwach | 26.765.080 $ | -827.899 $ | -3,0 % | 1 | 27.592.979 $ | -633.317 $ | -2,2 % | 1 | ||||||||
| Amrize Ltd | AMRZ | → 0 | Neutral | 24.178.532 $ | +10.575.027 $ | +77,7 % | 1 | ||||||||||||
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 23.312.062 $ | +381.789 $ | +1,7 % | 1 | 22.930.273 $ | +2.719.629 $ | +13,5 % | 1 | ||||||||
| DYCOM INDUSTRIES INC | DY | → 0 | Schwach | 21.000.692 $ | +13.364.706 $ | +175,0 % | 1 | ||||||||||||
| Intercontinental Exchange, Inc. | ICE | → 0 | Schwach | 19.109.677 $ | -1.045.597 $ | -5,2 % | 1 | 20.155.274 $ | -811.388 $ | -3,9 % | 1 | 20.966.662 $ | -2.984.062 $ | -12,5 % | 1 | ||||
| MSCI Inc. | MSCI | → 0 | Stark | 19.976.705 $ | +220.056 $ | +1,1 % | 1 | 19.756.649 $ | -324.861 $ | -1,6 % | 1 | ||||||||
| TransUnion | TRU | → 0 | Neutral | 19.380.916 $ | +792.538 $ | +4,3 % | 1 | 18.588.378 $ | -1.123.746 $ | -5,7 % | 1 | 19.712.124 $ | +452.861 $ | +2,4 % | 1 | 19.259.263 $ | -970.089 $ | -4,8 % | 1 |
| VISA INC. | V | → 0 | Neutral | 19.701.134 $ | +524.112 $ | +2,7 % | 1 | 19.177.022 $ | -5.702.752 $ | -22,9 % | 1 | ||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 19.067.724 $ | +373.855 $ | +2,0 % | 1 | 18.693.869 $ | -584.433 $ | -3,0 % | 1 | 19.278.302 $ | +3.929.844 $ | +25,6 % | 1 | ||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 18.073.864 $ | +4.964.649 $ | +37,9 % | 1 | ||||||||||||
| 134.017.772 $ | +36.586.123 $ | +53,7 % | 6 | 82.192.620 $ | +13.229.453 $ | +37,2 % | 4 | 186.995.373 $ | +12.397.584 $ | +6,9 % | 8 | 159.249.331 $ | -3.943.730 $ | -2,2 % | 7 | ||||