| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 167.329.436 $ | -18.271.428 $ | -20,2 % | 11 | 204.209.824 $ | +204.209.824 $ | 12 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 29.300.064 $ | -2.592.132 $ | -8,1 % | 1 | 31.892.196 $ | +31.892.196 $ | 1 | |
| Elevance Health, Inc. | ELV | → 0 | Neutral | 14.038.241 $ | -13.144.808 $ | -48,4 % | 1 | 27.183.049 $ | +27.183.049 $ | 1 | |
| TPG Inc. | TPG | → 0 | Neutral | 23.605.947 $ | -3.518.073 $ | -13,0 % | 1 | 27.124.020 $ | +27.124.020 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 25.382.073 $ | +2.558.111 $ | +11,2 % | 1 | 22.823.962 $ | +22.823.962 $ | 1 | |
| Atlassian Corp | TEAM | → 0 | Schwach | 11.908.465 $ | -11.280.474 $ | -48,6 % | 1 | 23.188.939 $ | +23.188.939 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 17.238.077 $ | -5.283.139 $ | -23,5 % | 1 | 22.521.216 $ | +22.521.216 $ | 1 | |
| ServiceNow, Inc. | NOW | → 0 | Schwach | 20.667.026 $ | +20.667.026 $ | 1 | |||||
| Workday, Inc. | WDAY | → 0 | Neutral | 17.712.477 $ | +17.712.477 $ | 1 | |||||
| VISA INC. | V | → 0 | Neutral | 8.088.547 $ | -1.297.154 $ | -13,8 % | 1 | 9.385.701 $ | +9.385.701 $ | 1 | |
| Sea Ltd | SE | → 0 | 5.297.521 $ | -2.863.387 $ | -35,1 % | 1 | 8.160.908 $ | +8.160.908 $ | 1 | ||
| FirstService Corp | FSV | → 0 | Sehr schwach | 7.134.152 $ | -851.847 $ | -10,7 % | 1 | 7.985.999 $ | +7.985.999 $ | 1 | |
| Mastercard Inc | MA | → 0 | Neutral | 4.669.323 $ | -665.551 $ | -12,5 % | 1 | 5.334.874 $ | +5.334.874 $ | 1 | |
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 896.483 $ | +896.483 $ | 1 | |||||
| 167.329.436 $ | -18.271.428 $ | -20,2 % | 11 | 204.209.824 $ | +204.209.824 $ | 12 | |||||