| 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 | ||||
| 670.297.289 $ | +306.660.192 $ | +173,2 % | 11 | 413.378.888 $ | +21.982.888 $ | -29,3 % | 12 | 430.221.724 $ | +172.217.716 $ | +26,4 % | 9 | 273.302.516 $ | +169.047.543 $ | +122,7 % | 8 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 103.424.384 $ | +94.539.192 $ | +1.064,0 % | 1 | 8.885.192 $ | +8.885.192 $ | 1 | |||||||||
| ASML HOLDING NV | ASML | → 0 | Sehr stark | 95.095.232 $ | +43.979.111 $ | +86,0 % | 1 | 51.116.121 $ | +51.116.121 $ | 1 | |||||||||
| ATI INC | ATI | → 0 | Neutral | 87.670.080 $ | +34.373.536 $ | +64,5 % | 1 | 53.296.544 $ | +53.296.544 $ | 1 | |||||||||
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | → 0 | Neutral | 86.088.057 $ | +16.016.580 $ | +22,9 % | 1 | 70.071.477 $ | +2.097.893 $ | +3,1 % | 1 | 67.973.584 $ | +27.058.460 $ | +66,1 % | 1 | 40.915.124 $ | +40.915.124 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 85.516.392 $ | +30.658.074 $ | +55,9 % | 1 | 54.858.318 $ | +11.764.224 $ | +27,3 % | 1 | 43.094.094 $ | +43.094.094 $ | 1 | |||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 76.364.792 $ | +58.233.892 $ | +321,2 % | 1 | 18.130.900 $ | +18.130.900 $ | 1 | |||||||||
| FAIR ISAAC CORP | FICO | → 0 | Schwach | 7.579.534 $ | -63.257.444 $ | -89,3 % | 1 | 70.836.978 $ | +28.485.179 $ | +67,3 % | 1 | 42.351.799 $ | +27.208.978 $ | +179,7 % | 1 | ||||
| MOODYS CORP /DE/ | MCO | → 0 | Neutral | 37.735.625 $ | -21.369.720 $ | -36,2 % | 1 | 59.105.345 $ | +21.707.383 $ | +58,0 % | 1 | 37.397.962 $ | +23.519.468 $ | +169,5 % | 1 | ||||
| Tradeweb Markets Inc. | TW | → 0 | Neutral | 27.924.732 $ | -30.295.201 $ | -52,0 % | 1 | 58.219.933 $ | +1.696.909 $ | +3,0 % | 1 | 56.523.024 $ | +10.148.588 $ | +21,9 % | 1 | 46.374.436 $ | +30.728.668 $ | +196,4 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 4.426.632 $ | -51.938.943 $ | -92,1 % | 1 | 56.365.575 $ | +8.154.502 $ | +16,9 % | 1 | 48.211.073 $ | +32.825.454 $ | +213,4 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 39.417.911 $ | +9.856.743 $ | +33,3 % | 1 | 29.561.168 $ | -7.936.232 $ | -21,2 % | 1 | 37.497.400 $ | +37.497.400 $ | 1 | |||||
| EQUIFAX INC | EFX | → 0 | Stark | 35.806.040 $ | -1.877.447 $ | -5,0 % | 1 | 37.683.487 $ | +22.390.513 $ | +146,4 % | 1 | ||||||||
| INTEL CORP | INTC | → 0 | Neutral | 31.849.603 $ | +31.849.603 $ | 1 | |||||||||||||
| FTAI Finance Holdco Ltd. | → 0 | 24.672.336 $ | +24.672.336 $ | 1 | |||||||||||||||
| MASTEC INC | MTZ | → 0 | Neutral | 12.273.770 $ | -7.223.674 $ | -37,0 % | 1 | 19.497.444 $ | +19.497.444 $ | 1 | |||||||||
| GARTNER INC | IT | → 0 | Stark | 15.298.508 $ | +2.877.636 $ | +23,2 % | 1 | ||||||||||||
| AXON ENTERPRISE, INC. | AXON | → 0 | Schwach | 3.019.684 $ | -2.050.443 $ | -40,4 % | 1 | 5.070.127 $ | -11.418.298 $ | -69,3 % | 1 | ||||||||
| 670.297.289 $ | +306.660.192 $ | +173,2 % | 11 | 413.378.888 $ | +21.982.888 $ | -29,3 % | 12 | 430.221.724 $ | +172.217.716 $ | +26,4 % | 9 | 273.302.516 $ | +169.047.543 $ | +122,7 % | 8 | ||||