| 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 | ||||
| 1.289.773.066 $ | +121.048.631 $ | +18,3 % | 8 | 1.362.734.414 $ | +246.638.358 $ | +28,0 % | 9 | 1.119.499.527 $ | +76.799.981 $ | +10,3 % | 8 | ||||
| AMAZON COM INC | AMZN | → 0 | Stark | 246.155.354 $ | +22.974.342 $ | +10,3 % | 1 | 223.181.012 $ | +107.665.235 $ | +93,2 % | 1 | 115.515.777 $ | -30.554.085 $ | -20,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 196.288.944 $ | +7.922.079 $ | +4,2 % | 1 | 188.366.865 $ | -80.801 $ | -0,0 % | 1 | 188.447.666 $ | +28.876.186 $ | +18,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 147.764.461 $ | -19.132.801 $ | -11,5 % | 1 | 166.897.262 $ | -11.847.283 $ | -6,6 % | 1 | 178.744.545 $ | +1.567.103 $ | +0,9 % | 1 |
| Amer Sports, Inc. | AS | → 0 | Neutral | 143.383.455 $ | -29.814.060 $ | -17,2 % | 1 | 173.197.515 $ | +57.134.287 $ | +49,2 % | 1 | 116.063.228 $ | -7.854.391 $ | -6,3 % | 1 |
| Seagate Technology Holdings plc | STX | → 0 | Stark | 148.645.497 $ | +65.083.909 $ | +77,9 % | 1 | 125.921.486 $ | +45.900.604 $ | +57,4 % | 1 | ||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 147.515.125 $ | +16.179.566 $ | +12,3 % | 1 | ||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 141.983.522 $ | +58.005.082 $ | +69,1 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 140.708.862 $ | +20.551.060 $ | +17,1 % | 1 | 120.157.802 $ | +9.726.815 $ | +8,8 % | 1 | ||||
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Neutral | 124.842.971 $ | -4.540.980 $ | -3,5 % | 1 | 129.383.951 $ | +7.173.505 $ | +5,9 % | 1 | 122.210.446 $ | +2.939.687 $ | +2,5 % | 1 |
| MongoDB, Inc. | MDB | → 0 | Stark | 125.556.979 $ | +40.264.555 $ | +47,2 % | 1 | ||||||||
| CyberArk Software Ltd. | → 0 | 115.479.135 $ | -9.602.119 $ | -7,7 % | 1 | 125.081.254 $ | +19.745.311 $ | +18,7 % | 1 | ||||||
| United Airlines Holdings, Inc. | UAL | → 0 | Neutral | 120.513.893 $ | +46.204.164 $ | +62,2 % | 1 | ||||||||
| 1.289.773.066 $ | +121.048.631 $ | +18,3 % | 8 | 1.362.734.414 $ | +246.638.358 $ | +28,0 % | 9 | 1.119.499.527 $ | +76.799.981 $ | +10,3 % | 8 | ||||