| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 997.564.199 $ | +260.327.747 $ | +69,9 % | 10 | 667.152.003 $ | -28.747.863 $ | -2,8 % | 7 | 752.319.739 $ | +752.319.739 $ | 8 | |||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 157.963.051 $ | +18.862.832 $ | +13,6 % | 1 | 139.100.219 $ | -12.525.960 $ | -8,3 % | 1 | 151.626.179 $ | +151.626.179 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 131.940.652 $ | +38.289.638 $ | +40,9 % | 1 | 93.651.014 $ | +9.515.421 $ | +11,3 % | 1 | 84.135.593 $ | +84.135.593 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 121.342.482 $ | +23.598.250 $ | +24,1 % | 1 | 97.744.232 $ | -6.829.068 $ | -6,5 % | 1 | 104.573.300 $ | +104.573.300 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 120.890.557 $ | +16.052.446 $ | +15,3 % | 1 | 104.838.111 $ | +2.572.855 $ | +2,5 % | 1 | 102.265.256 $ | +102.265.256 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 93.132.649 $ | +6.807.524 $ | +7,9 % | 1 | 86.325.125 $ | -21.183.601 $ | -19,7 % | 1 | 107.508.726 $ | +107.508.726 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 86.254.769 $ | +11.341.508 $ | +15,1 % | 1 | 74.913.261 $ | +7.024.021 $ | +10,3 % | 1 | 67.889.240 $ | +67.889.240 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Neutral | 85.997.810 $ | +15.417.769 $ | +21,8 % | 1 | 70.580.041 $ | -7.321.531 $ | -9,4 % | 1 | 77.901.572 $ | +77.901.572 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 84.465.171 $ | +61.104.549 $ | +261,6 % | 1 | ||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 62.249.735 $ | +40.360.464 $ | +184,4 % | 1 | ||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 56.419.873 $ | +56.419.873 $ | 1 | |||||||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 53.327.323 $ | +28.492.767 $ | +114,7 % | 1 | ||||||||
| 997.564.199 $ | +260.327.747 $ | +69,9 % | 10 | 667.152.003 $ | -28.747.863 $ | -2,8 % | 7 | 752.319.739 $ | +752.319.739 $ | 8 | |||||