| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 123.220.785 $ | +87.609.680 $ | +384,1 % | 21 | 22.159.170 $ | +17.088.280 $ | +352,5 % | 4 | ||||
| CLEVELAND-CLIFFS INC. | CLF | → 0 | Neutral | 7.116.193 $ | +1.540.748 $ | +27,6 % | 1 | 5.575.445 $ | +4.274.045 $ | +328,4 % | 1 |
| INTEL CORP | INTC | → 0 | Stark | 6.864.211 $ | +4.581.631 $ | +200,7 % | 1 | ||||
| COPART INC | CPRT | → 0 | Stark | 6.818.174 $ | +6.099.726 $ | +849,0 % | 1 | ||||
| O REILLY AUTOMOTIVE INC | ORLY | → 0 | Schwach | 6.713.821 $ | +4.960.854 $ | +283,0 % | 1 | ||||
| BlackRock, Inc. | BLK | → 0 | Stark | 6.657.841 $ | +2.002.203 $ | +43,0 % | 1 | ||||
| Knight-Swift Transportation Holdings Inc. | KNX | → 0 | Neutral | 6.612.954 $ | +5.699.878 $ | +624,3 % | 1 | ||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 5.186.559 $ | -1.091.955 $ | -17,4 % | 1 | 6.278.514 $ | +5.082.158 $ | +424,8 % | 1 |
| MCKESSON CORP | MCK | → 0 | Neutral | 6.109.026 $ | +5.637.405 $ | +1.195,3 % | 1 | ||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 6.060.246 $ | +4.308.945 $ | +246,0 % | 1 | ||||
| EchoStar CORP | SATS | → 0 | Schwach | 5.937.141 $ | +5.937.141 $ | 1 | |||||
| PEGASYSTEMS INC | PEGA | → 0 | Neutral | 5.920.124 $ | +5.920.124 $ | 1 | |||||
| Seagate Technology Holdings plc | STX | → 0 | Stark | 5.875.885 $ | +2.438.583 $ | +70,9 % | 1 | ||||
| ALBEMARLE CORP | ALB | → 0 | Stark | 5.588.352 $ | +4.211.716 $ | +305,9 % | 1 | ||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 5.564.288 $ | +3.915.536 $ | +237,5 % | 1 | ||||
| ROLLINS INC | ROL | → 0 | Stark | 5.462.806 $ | +4.197.363 $ | +331,7 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 5.371.456 $ | +4.368.837 $ | +435,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 5.356.521 $ | +4.375.778 $ | +446,2 % | 1 | ||||
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 5.338.292 $ | +4.919.376 $ | +1.174,3 % | 1 | ||||
| NEXTERA ENERGY INC | NEE | → 0 | Stark | 5.197.125 $ | +5.197.125 $ | 1 | |||||
| FLEX LTD. | FLEX | → 0 | Sehr schwach | 4.994.673 $ | +4.994.673 $ | 1 | |||||
| Otis Worldwide Corp | OTIS | → 0 | Schwach | 4.948.690 $ | +3.356.299 $ | +210,8 % | 1 | ||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 4.916.706 $ | +4.916.706 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 4.914.912 $ | +2.853.065 $ | +138,4 % | 1 | ||||
| 123.220.785 $ | +87.609.680 $ | +384,1 % | 21 | 22.159.170 $ | +17.088.280 $ | +352,5 % | 4 | ||||