| 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 | ||||
| 156.203.729 $ | +60.680.485 $ | +103,2 % | 15 | 108.512.426 $ | -5.050.708 $ | +23,5 % | 14 | 116.746.416 $ | +116.746.416 $ | 10 | |||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 27.612.620 $ | +8.072.689 $ | +41,3 % | 1 | 19.539.931 $ | +1.726.203 $ | +9,7 % | 1 | 17.813.728 $ | +17.813.728 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 22.433.753 $ | +2.830.339 $ | +14,4 % | 1 | 19.603.414 $ | +624.239 $ | +3,3 % | 1 | 18.979.175 $ | +18.979.175 $ | 1 | |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | → 0 | Neutral | 20.429.616 $ | +16.691.928 $ | +446,6 % | 1 | 3.737.688 $ | -16.290.259 $ | -81,3 % | 1 | 20.027.947 $ | +20.027.947 $ | 1 | |
| Guidewire Software, Inc. | GWRE | → 0 | Stark | 6.281.520 $ | -13.819.480 $ | -68,8 % | 1 | 20.101.000 $ | +20.101.000 $ | 1 | |||||
| Post Holdings, Inc. | POST | → 0 | Sehr stark | 19.098.317 $ | -711.942 $ | -3,6 % | 1 | 19.810.259 $ | +694.897 $ | +3,6 % | 1 | 19.115.362 $ | +19.115.362 $ | 1 | |
| CROWN HOLDINGS, INC. | CCK | → 0 | Sehr stark | 14.009.481 $ | +3.755.309 $ | +36,6 % | 1 | 10.254.172 $ | +82.178 $ | +0,8 % | 1 | 10.171.994 $ | +10.171.994 $ | 1 | |
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 10.305.876 $ | +4.790.028 $ | +86,8 % | 1 | 5.515.848 $ | +5.515.848 $ | 1 | |||||
| TREX CO INC | TREX | → 0 | Schwach | 7.766.208 $ | +3.242.844 $ | +71,7 % | 1 | 4.523.364 $ | +4.523.364 $ | 1 | |||||
| Liberty Media Corp | FWONA | → 0 | Neutral | 7.067.380 $ | +5.276.944 $ | +294,7 % | 1 | 1.790.436 $ | +1.790.436 $ | 1 | |||||
| ATI INC | ATI | → 0 | Neutral | 6.149.520 $ | +883.868 $ | +16,8 % | 1 | 5.265.652 $ | +3.681.964 $ | +232,5 % | 1 | 1.583.688 $ | +1.583.688 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 4.906.349 $ | +1.025.149 $ | +26,4 % | 1 | 3.881.200 $ | +3.881.200 $ | 1 | |||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 4.256.196 $ | +748.261 $ | +21,3 % | 1 | 3.507.935 $ | +1.618.895 $ | +85,7 % | 1 | 1.889.040 $ | +1.889.040 $ | 1 | |
| Floor & Decor Holdings, Inc. | FND | → 0 | Schwach | 4.117.744 $ | +2.143.199 $ | +108,5 % | 1 | 1.974.545 $ | +1.974.545 $ | 1 | |||||
| Coupang, Inc. | CPNG | → 0 | Neutral | 4.064.580 $ | +4.064.580 $ | 1 | |||||||||
| Woodward, Inc. | WWD | → 0 | Neutral | 3.658.784 $ | +3.658.784 $ | 1 | |||||||||
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 3.333.400 $ | +3.333.400 $ | 1 | |||||||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 3.183.282 $ | +3.183.282 $ | 1 | |||||||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Neutral | 1.900.254 $ | +1.900.254 $ | 1 | |||||||||
| York Space Systems Inc. | YSS | → 0 | Schwach | 1.801.313 $ | +1.801.313 $ | 1 | |||||||||
| 156.203.729 $ | +60.680.485 $ | +103,2 % | 15 | 108.512.426 $ | -5.050.708 $ | +23,5 % | 14 | 116.746.416 $ | +116.746.416 $ | 10 | |||||