| 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 | ||||
| 150.395.691 $ | +8.993.037 $ | -0,9 % | 17 | 178.826.436 $ | +1.401.414 $ | -4,8 % | 18 | 192.260.114 $ | -10.355.524 $ | -15,2 % | 18 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 18.642.674 $ | +1.878.886 $ | +11,2 % | 1 | 16.763.788 $ | +1.293.636 $ | +8,4 % | 1 | 15.470.152 $ | -997.256 $ | -6,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.726.503 $ | -1.727.977 $ | -9,4 % | 1 | 18.454.480 $ | +1.967.438 $ | +11,9 % | 1 | 16.487.042 $ | +296.439 $ | +1,8 % | 1 |
| ICICI BANK LTD | IBN | → 0 | Stark | 11.145.521 $ | -1.708.590 $ | -13,3 % | 1 | 12.854.111 $ | -2.431.689 $ | -15,9 % | 1 | 15.285.800 $ | -4.905.836 $ | -24,3 % | 1 |
| MYR GROUP INC. | MYRG | → 0 | Stark | 15.155.785 $ | +3.426.049 $ | +29,2 % | 1 | 11.729.736 $ | -709.002 $ | -5,7 % | 1 | 12.438.738 $ | -950.458 $ | -7,1 % | 1 |
| ATI INC | ATI | → 0 | Neutral | 14.997.217 $ | +3.165.231 $ | +26,8 % | 1 | 11.831.986 $ | +3.584.110 $ | +43,5 % | 1 | 8.247.876 $ | +8.247.876 $ | 1 | |
| Atour Lifestyle Holdings Ltd | ATAT | → 0 | Neutral | 9.328.427 $ | -4.622.483 $ | -33,1 % | 1 | 13.950.910 $ | +300.101 $ | +2,2 % | 1 | 13.650.809 $ | -2.340.827 $ | -14,6 % | 1 |
| Tencent Music Entertainment Group | TME | → 0 | Neutral | 10.287.288 $ | -3.409.534 $ | -24,9 % | 1 | 13.696.822 $ | -2.259.349 $ | -14,2 % | 1 | ||||
| Woodward, Inc. | WWD | → 0 | Neutral | 13.488.215 $ | +1.307.742 $ | +10,7 % | 1 | 12.180.473 $ | -415.352 $ | -3,3 % | 1 | 12.595.825 $ | -1.404.451 $ | -10,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.813.617 $ | -2.797.430 $ | -22,2 % | 1 | 12.611.047 $ | -3.829.846 $ | -23,3 % | 1 | ||||
| Viking Holdings Ltd | VIK | → 0 | 10.520.499 $ | +296.372 $ | +2,9 % | 1 | 10.224.127 $ | -726.041 $ | -6,6 % | 1 | 10.950.168 $ | +28.702 $ | +0,3 % | 1 | |
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 6.669.452 $ | -1.317.633 $ | -16,5 % | 1 | 7.987.085 $ | -1.420.559 $ | -15,1 % | 1 | 9.407.644 $ | -1.077.290 $ | -10,3 % | 1 |
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 9.144.732 $ | -218.668 $ | -2,3 % | 1 | 9.363.400 $ | -6.100.633 $ | -39,5 % | 1 | ||||
| Intercontinental Exchange, Inc. | ICE | → 0 | Sehr schwach | 9.004.919 $ | -3.978.152 $ | -30,6 % | 1 | ||||||||
| PDD Holdings Inc. | PDD | → 0 | Neutral | 8.321.028 $ | +25.869 $ | +0,3 % | 1 | 8.295.159 $ | +242.570 $ | +3,0 % | 1 | 8.052.589 $ | +8.052.589 $ | 1 | |
| WESCO INTERNATIONAL INC | WCC | → 0 | Neutral | 8.073.432 $ | +855.084 $ | +11,8 % | 1 | 7.218.348 $ | +7.218.348 $ | 1 | |||||
| SYNOPSYS INC | SNPS | → 0 | Schwach | 4.195.948 $ | -812.207 $ | -16,2 % | 1 | 5.008.155 $ | -2.556.500 $ | -33,8 % | 1 | 7.564.655 $ | -1.504.142 $ | -16,6 % | 1 |
| MakeMyTrip Ltd | MMYT | → 0 | 5.718.919 $ | -772.147 $ | -11,9 % | 1 | 6.491.066 $ | -306.523 $ | -4,5 % | 1 | |||||
| Alibaba Group Holding Ltd | BABA | → 0 | Schwach | 5.830.173 $ | -2.437.756 $ | -29,5 % | 1 | ||||||||
| Futu Holdings Ltd | FUTU | → 0 | Stark | 4.084.474 $ | -819.822 $ | -16,7 % | 1 | 4.904.296 $ | -207.093 $ | -4,1 % | 1 | 5.111.389 $ | +5.111.389 $ | 1 | |
| VNET Group, Inc. | VNET | → 0 | Neutral | 4.012.484 $ | +4.012.484 $ | 1 | |||||||||
| SharkNinja, Inc. | SN | → 0 | Schwach | 2.459.226 $ | +2.459.226 $ | 1 | |||||||||
| Rocket Companies, Inc. | RKT | → 0 | Schwach | 2.011.958 $ | +2.011.958 $ | 1 | |||||||||
| Seagate Technology Holdings plc | STX | → 0 | Sehr stark | 1.706.507 $ | +1.706.507 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 1.315.567 $ | +1.315.567 $ | 1 | |||||||||
| 150.395.691 $ | +8.993.037 $ | -0,9 % | 17 | 178.826.436 $ | +1.401.414 $ | -4,8 % | 18 | 192.260.114 $ | -10.355.524 $ | -15,2 % | 18 | ||||