| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 397.319.666 $ | +74.076.221 $ | +36,5 % | 7 | 216.903.574 $ | -23.791.060 $ | -8,7 % | 4 | 297.316.931 $ | +5.168.446 $ | +2,5 % | 5 | 498.001.552 $ | +41.277.040 $ | +11,4 % | 9 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 66.029.718 $ | +7.443.684 $ | +12,7 % | 1 | 58.586.034 $ | -12.407.175 $ | -17,5 % | 1 | 70.993.209 $ | -4.288.756 $ | -5,7 % | 1 | 75.281.965 $ | -338.313 $ | -0,4 % | 1 |
| Parker-Hannifin Corp | PH | → 0 | Stark | 57.665.630 $ | +2.042.073 $ | +3,7 % | 1 | 55.623.557 $ | -8.600.778 $ | -13,4 % | 1 | 64.224.335 $ | +3.552.192 $ | +5,9 % | 1 | 60.672.143 $ | +2.269.890 $ | +3,9 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 62.825.065 $ | +8.211.879 $ | +15,0 % | 1 | 54.613.186 $ | -4.491.276 $ | -7,6 % | 1 | 59.104.462 $ | -315.858 $ | -0,5 % | 1 | 59.420.320 $ | +10.767.773 $ | +22,1 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 56.246.415 $ | +10.434.156 $ | +22,8 % | 1 | 55.441.002 $ | +7.589.639 $ | +15,9 % | 1 | 47.851.363 $ | +11.332.484 $ | +31,0 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 55.525.825 $ | +1.400.136 $ | +2,6 % | 1 | ||||||||||||
| Trane Technologies plc | TT | → 0 | Neutral | 53.788.212 $ | +5.707.415 $ | +11,9 % | 1 | 48.080.797 $ | +1.708.169 $ | +3,7 % | 1 | 53.576.520 $ | -4.770.489 $ | -8,2 % | 1 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 51.425.437 $ | +32.447.088 $ | +171,0 % | 1 | ||||||||||||
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 49.448.627 $ | +4.105.279 $ | +9,1 % | 1 | ||||||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 49.339.189 $ | +7.789.926 $ | +18,7 % | 1 | 47.553.923 $ | -1.368.771 $ | -2,8 % | 1 | 48.922.694 $ | +6.388.540 $ | +15,0 % | 1 | ||||
| GARMIN LTD | GRMN | → 0 | Stark | 47.302.095 $ | +10.121.740 $ | +27,2 % | 1 | ||||||||||||
| 397.319.666 $ | +74.076.221 $ | +36,5 % | 7 | 216.903.574 $ | -23.791.060 $ | -8,7 % | 4 | 297.316.931 $ | +5.168.446 $ | +2,5 % | 5 | 498.001.552 $ | +41.277.040 $ | +11,4 % | 9 | ||||