| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 343.412.320 $ | +0 $ | +0,0 % | 24 | 343.412.320 $ | -30.130.052 $ | +94,2 % | 24 | 378.834.530 $ | +105.447.753 $ | +38,4 % | 15 | ||||
| CRH PUBLIC LTD CO | CRH | → 0 | Stark | 279.090.866 $ | +0 $ | +0,0 % | 1 | 279.090.866 $ | -66.916.073 $ | -19,3 % | 1 | 346.006.939 $ | +95.445.330 $ | +38,1 % | 1 |
| Amer Sports, Inc. | AS | → 0 | Sehr schwach | 9.836.562 $ | +0 $ | +0,0 % | 1 | 9.836.562 $ | +6.006.486 $ | +156,8 % | 1 | 3.830.076 $ | -111.583 $ | -2,8 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 9.069.148 $ | +0 $ | +0,0 % | 1 | 9.069.148 $ | +2.497.396 $ | +38,0 % | 1 | ||||
| NETFLIX INC | NFLX | → 0 | Neutral | 8.383.319 $ | +0 $ | +0,0 % | 1 | 8.383.319 $ | +6.660.471 $ | +386,6 % | 1 | 1.722.848 $ | -201.481 $ | -10,5 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 8.042.191 $ | +0 $ | +0,0 % | 1 | 8.042.191 $ | +2.793.415 $ | +53,2 % | 1 | ||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 6.506.589 $ | +0 $ | +0,0 % | 1 | 6.506.589 $ | +2.315.619 $ | +55,3 % | 1 | ||||
| MERCADOLIBRE INC | MELI | → 0 | Neutral | 6.031.643 $ | +2.751.538 $ | +83,9 % | 1 | ||||||||
| Arista Networks, Inc. | ANET | → 0 | Neutral | 5.765.380 $ | +0 $ | +0,0 % | 1 | 5.765.380 $ | +821.731 $ | +16,6 % | 1 | 4.943.649 $ | +4.943.649 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 3.364.601 $ | +0 $ | +0,0 % | 1 | 3.364.601 $ | +3.364.601 $ | 1 | |||||
| T-Mobile US, Inc. | TMUS | → 0 | Stark | 3.013.300 $ | +0 $ | +0,0 % | 1 | 3.013.300 $ | +3.013.300 $ | 1 | |||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.777.766 $ | -5.361.353 $ | -65,9 % | 1 | ||||||||
| AngloGold Ashanti PLC | AU | → 0 | 2.277.707 $ | +2.277.707 $ | 1 | ||||||||||
| KINROSS GOLD CORP | KGC | → 0 | 2.235.953 $ | +2.235.953 $ | 1 | ||||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 2.191.613 $ | +0 $ | +0,0 % | 1 | 2.191.613 $ | +2.191.613 $ | 1 | |||||
| Planet Labs PBC | PL | → 0 | Neutral | 1.833.412 $ | +1.046.464 $ | +133,0 % | 1 | ||||||||
| On Holding AG | ONON | → 0 | 1.706.103 $ | +0 $ | +0,0 % | 1 | 1.706.103 $ | +678.741 $ | +66,1 % | 1 | |||||
| BIOMARIN PHARMACEUTICAL INC | BMRN | → 0 | Neutral | 1.697.320 $ | +409.978 $ | +31,8 % | 1 | ||||||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 1.673.354 $ | +0 $ | +0,0 % | 1 | 1.673.354 $ | +1.673.354 $ | 1 | |||||
| Pony AI Inc. | PONY | → 0 | Schwach | 1.539.710 $ | +499.788 $ | +48,1 % | 1 | ||||||||
| Spotify Technology S.A. | SPOT | → 0 | Neutral | 1.316.531 $ | +0 $ | +0,0 % | 1 | 1.316.531 $ | +1.316.531 $ | 1 | |||||
| DECKERS OUTDOOR CORP | DECK | → 0 | Stark | 1.071.380 $ | +1.071.380 $ | 1 | |||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 1.009.875 $ | -171.443 $ | -14,5 % | 1 | ||||||||
| FAIR ISAAC CORP | FICO | → 0 | Schwach | 968.255 $ | +626.427 $ | +183,3 % | 1 | ||||||||
| MSCI Inc. | MSCI | → 0 | Neutral | 887.997 $ | -14.601 $ | -1,6 % | 1 | ||||||||
| NewAmsterdam Pharma Co N.V. | NAMS | → 0 | Schwach | 823.329 $ | +0 $ | +0,0 % | 1 | 823.329 $ | +823.329 $ | 1 | |||||
| CG Oncology, Inc. | CGON | → 0 | Schwach | 561.000 $ | +0 $ | +0,0 % | 1 | 561.000 $ | +561.000 $ | 1 | |||||
| Esperion Therapeutics, Inc. | ESPR | → 0 | 501.549 $ | +0 $ | +0,0 % | 1 | 501.549 $ | +501.549 $ | 1 | ||||||
| Mineralys Therapeutics, Inc. | MLYS | → 0 | Neutral | 462.724 $ | +0 $ | +0,0 % | 1 | 462.724 $ | +462.724 $ | 1 | |||||
| FENNEC PHARMACEUTICALS INC. | FENC | → 0 | Neutral | 327.389 $ | +0 $ | +0,0 % | 1 | 327.389 $ | +327.389 $ | 1 | |||||
| Disc Medicine, Inc. | IRON | → 0 | Neutral | 327.053 $ | +0 $ | +0,0 % | 1 | 327.053 $ | +327.053 $ | 1 | |||||
| Viridian Therapeutics, Inc.\DE | VRDN | → 0 | Neutral | 139.385 $ | +0 $ | +0,0 % | 1 | 139.385 $ | +139.385 $ | 1 | |||||
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 132.725 $ | +0 $ | +0,0 % | 1 | 132.725 $ | +132.725 $ | 1 | |||||
| Archer Aviation Inc. | ACHR | → 0 | Schwach | 111.331 $ | +0 $ | +0,0 % | 1 | 111.331 $ | +111.331 $ | 1 | |||||
| Edgewise Therapeutics, Inc. | EWTX | → 0 | Neutral | 54.990 $ | +0 $ | +0,0 % | 1 | 54.990 $ | +54.990 $ | 1 | |||||
| Aquestive Therapeutics, Inc. | AQST | → 0 | Schwach | 11.288 $ | +0 $ | +0,0 % | 1 | 11.288 $ | +11.288 $ | 1 | |||||
| 343.412.320 $ | +0 $ | +0,0 % | 24 | 343.412.320 $ | -30.130.052 $ | +94,2 % | 24 | 378.834.530 $ | +105.447.753 $ | +38,4 % | 15 | ||||