| 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 | ||||
| 161.127.691 $ | +21.874.952 $ | +33,4 % | 7 | 145.640.175 $ | -9.014.702 $ | +4,1 % | 7 | 144.483.353 $ | +5.268.073 $ | +21,2 % | 5 | 145.611.518 $ | +23.040.673 $ | +15,5 % | 6 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 96.287.166 $ | +12.378.150 $ | +14,8 % | 1 | 83.909.016 $ | -5.347.586 $ | -6,0 % | 1 | 89.256.602 $ | -719.214 $ | -0,8 % | 1 | 89.975.816 $ | +13.836.970 $ | +18,2 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 17.425.248 $ | -4.298.063 $ | -19,8 % | 1 | 21.723.311 $ | -4.661.899 $ | -17,7 % | 1 | 26.385.210 $ | -1.289.728 $ | -4,7 % | 1 | 27.674.938 $ | +7.007.463 $ | +33,9 % | 1 |
| Dell Technologies Inc. | DELL | → 0 | Neutral | 13.650.766 $ | +8.405.731 $ | +160,3 % | 1 | ||||||||||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 11.000.143 $ | -2.599.293 $ | -19,1 % | 1 | 13.599.436 $ | +7.096.712 $ | +109,1 % | 1 | 6.502.724 $ | +612.160 $ | +10,4 % | 1 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 10.370.515 $ | +2.299.968 $ | +28,5 % | 1 | 8.070.547 $ | -393.119 $ | -4,6 % | 1 | 8.463.666 $ | +204.195 $ | +2,5 % | 1 | 8.259.471 $ | +677.034 $ | +8,9 % | 1 | |
| Vertiv Holdings Co | VRT | → 0 | Neutral | 9.518.598 $ | +2.319.685 $ | +32,2 % | 1 | 7.198.913 $ | +2.540.477 $ | +54,5 % | 1 | ||||||||
| BWX Technologies, Inc. | BWXT | → 0 | Neutral | 7.672.714 $ | -387.873 $ | -4,8 % | 1 | 8.060.587 $ | +1.282.148 $ | +18,9 % | 1 | 6.778.439 $ | -23.892 $ | -0,4 % | 1 | 6.802.331 $ | +1.655.067 $ | +32,2 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 5.677.658 $ | +164.570 $ | +3,0 % | 1 | 6.396.238 $ | -748.021 $ | -10,5 % | 1 | ||||||||
| VANGUARD ADMIRAL FUNDS | → 0 | 6.202.684 $ | +1.157.354 $ | +22,9 % | 1 | ||||||||||||||
| 161.127.691 $ | +21.874.952 $ | +33,4 % | 7 | 145.640.175 $ | -9.014.702 $ | +4,1 % | 7 | 144.483.353 $ | +5.268.073 $ | +21,2 % | 5 | 145.611.518 $ | +23.040.673 $ | +15,5 % | 6 | ||||