| 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 | ||||
| 2.152.551.610 $ | +360.868.766 $ | +4,8 % | 6 | 2.587.280.484 $ | +201.607.172 $ | +12,1 % | 8 | 3.060.854.147 $ | +1.188.377.182 $ | +25,2 % | 11 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 471.758.529 $ | +108.872.056 $ | +30,0 % | 1 | 362.886.473 $ | +68.509.795 $ | +23,3 % | 1 | 294.376.678 $ | +38.449.074 $ | +15,0 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 427.097.248 $ | +34.713.883 $ | +8,8 % | 1 | 392.383.365 $ | +177.959.266 $ | +83,0 % | 1 | 214.424.099 $ | +214.424.099 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 374.473.270 $ | +37.282.092 $ | +11,1 % | 1 | 337.191.178 $ | -23.252.117 $ | -6,5 % | 1 | 360.443.295 $ | +360.443.295 $ | 1 | |
| LPL Financial Holdings Inc. | LPLA | → 0 | Stark | 307.098.996 $ | -48.285.154 $ | -13,6 % | 1 | 355.384.150 $ | +24.597.802 $ | +7,4 % | 1 | 330.786.348 $ | +285.915 $ | +0,1 % | 1 |
| MCKESSON CORP | MCK | → 0 | Neutral | 301.778.724 $ | -42.058.954 $ | -12,2 % | 1 | 343.837.678 $ | -5.552.035 $ | -1,6 % | 1 | 349.389.713 $ | +152.891.092 $ | +77,8 % | 1 |
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 244.020.674 $ | -90.356.902 $ | -27,0 % | 1 | 334.377.576 $ | +41.688.656 $ | +14,2 % | 1 | ||||
| Blackstone Inc. | BX | → 0 | Stark | 319.700.695 $ | +49.276.752 $ | +18,2 % | 1 | 270.423.943 $ | +11.154.685 $ | +4,3 % | 1 | ||||
| Medline Inc. | MDLN | → 0 | Neutral | 270.344.843 $ | +270.344.843 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 231.876.271 $ | +424.611 $ | +0,2 % | 1 | 231.451.660 $ | +231.451.660 $ | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 228.086.678 $ | +82.846.804 $ | +57,0 % | 1 | ||||||||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 224.226.918 $ | +56.628.886 $ | +33,8 % | 1 | ||||||||
| NETFLIX INC | NFLX | → 0 | Stark | 222.867.239 $ | -1.886.984 $ | -0,8 % | 1 | ||||||||
| 2.152.551.610 $ | +360.868.766 $ | +4,8 % | 6 | 2.587.280.484 $ | +201.607.172 $ | +12,1 % | 8 | 3.060.854.147 $ | +1.188.377.182 $ | +25,2 % | 11 | ||||