| 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 | ||||
| 640.743.013 $ | +127.891.004 $ | +30,1 % | 8 | 439.407.831 $ | -28.072.598 $ | -2,5 % | 6 | 468.700.986 $ | +25.616.752 $ | +8,6 % | 6 | 405.165.115 $ | +57.378.689 $ | +19,2 % | 5 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 101.139.213 $ | +2.745.603 $ | +2,8 % | 1 | 98.393.610 $ | -21.431.442 $ | -17,9 % | 1 | 119.825.052 $ | -8.352.947 $ | -6,5 % | 1 | 128.177.999 $ | +9.059.158 $ | +7,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 124.691.383 $ | +16.534.146 $ | +15,3 % | 1 | 108.157.237 $ | -6.079.456 $ | -5,3 % | 1 | 114.236.693 $ | +6.483.016 $ | +6,0 % | 1 | 107.753.677 $ | +21.832.169 $ | +25,4 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Neutral | 101.811.674 $ | +53.560.469 $ | +111,0 % | 1 | 48.251.205 $ | +8.012.318 $ | +19,9 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 81.388.300 $ | +16.350.703 $ | +25,1 % | 1 | 65.037.597 $ | -6.050.723 $ | -8,5 % | 1 | 71.088.320 $ | +14.760.864 $ | +26,2 % | 1 | 56.327.456 $ | +15.673.376 $ | +38,6 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 69.522.083 $ | +9.779.042 $ | +16,4 % | 1 | 59.743.041 $ | +2.481.516 $ | +4,3 % | 1 | 57.261.525 $ | +5.743.581 $ | +11,1 % | 1 | 51.517.944 $ | +9.097.614 $ | +21,4 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 69.302.837 $ | +9.477.696 $ | +15,8 % | 1 | 59.825.141 $ | -5.004.811 $ | -7,7 % | 1 | 64.829.952 $ | +3.441.913 $ | +5,6 % | 1 | 61.388.039 $ | +1.716.372 $ | +2,9 % | 1 |
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 48.381.085 $ | +8.061.642 $ | +20,0 % | 1 | 41.459.444 $ | +3.540.325 $ | +9,3 % | 1 | ||||||||
| ELI LILLY & Co | LLY | → 0 | Stark | 44.506.438 $ | +11.381.703 $ | +34,4 % | 1 | ||||||||||||
| 640.743.013 $ | +127.891.004 $ | +30,1 % | 8 | 439.407.831 $ | -28.072.598 $ | -2,5 % | 6 | 468.700.986 $ | +25.616.752 $ | +8,6 % | 6 | 405.165.115 $ | +57.378.689 $ | +19,2 % | 5 | ||||