| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 220.207.665 $ | +220.207.665 $ | 63 | |||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 25.792.404 $ | +25.792.404 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 19.780.897 $ | +19.780.897 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 19.208.298 $ | +19.208.298 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 14.106.940 $ | +14.106.940 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Stark | 12.865.320 $ | +12.865.320 $ | 1 | |
| AerCap Holdings N.V. | AER | → 0 | 10.846.032 $ | +10.846.032 $ | 1 | ||
| KLA CORP | KLAC | → 0 | Stark | 6.637.620 $ | +6.637.620 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 6.635.280 $ | +6.635.280 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 5.099.861 $ | +5.099.861 $ | 1 | |
| Vistra Corp. | VST | → 0 | Schwach | 4.733.519 $ | +4.733.519 $ | 1 | |
| Bank of New York Mellon Corp | BK | → 0 | 4.593.103 $ | +4.593.103 $ | 1 | ||
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Sehr stark | 4.227.501 $ | +4.227.501 $ | 1 | |
| AGNICO EAGLE MINES LTD | AEM | → 0 | 4.184.450 $ | +4.184.450 $ | 1 | ||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 3.925.504 $ | +3.925.504 $ | 1 | |
| Venture Global, Inc. | VG | → 0 | Neutral | 3.829.009 $ | +3.829.009 $ | 1 | |
| CF Industries Holdings, Inc. | CF | → 0 | Sehr stark | 3.464.320 $ | +3.464.320 $ | 1 | |
| ROYAL BANK OF CANADA | RY | → 0 | 3.392.753 $ | +3.392.753 $ | 1 | ||
| DEUTSCHE BANK AKTIENGESELLSCHAFT | DB | → 0 | 3.384.064 $ | +3.384.064 $ | 1 | ||
| ROYAL GOLD INC | RGLD | → 0 | Stark | 3.329.495 $ | +3.329.495 $ | 1 | |
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 3.236.384 $ | +3.236.384 $ | 1 | |
| AXON ENTERPRISE, INC. | AXON | → 0 | Sehr schwach | 2.758.201 $ | +2.758.201 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 2.745.792 $ | +2.745.792 $ | 1 | |
| HALOZYME THERAPEUTICS, INC. | HALO | → 0 | Neutral | 2.661.180 $ | +2.661.180 $ | 1 | |
| Equinox Gold Corp. | EQX | → 0 | 2.603.176 $ | +2.603.176 $ | 1 | ||
| SK TELECOM CO LTD | SKM | → 0 | 2.508.480 $ | +2.508.480 $ | 1 | ||
| FACTSET RESEARCH SYSTEMS INC | FDS | → 0 | Neutral | 2.392.832 $ | +2.392.832 $ | 1 | |
| LINDE PLC | LIN | → 0 | Stark | 2.388.732 $ | +2.388.732 $ | 1 | |
| Talen Energy Corp | TLN | → 0 | Schwach | 2.341.680 $ | +2.341.680 $ | 1 | |
| Constellation Energy Corp | CEG | → 0 | Neutral | 2.334.678 $ | +2.334.678 $ | 1 | |
| ServiceNow, Inc. | NOW | → 0 | Neutral | 2.283.440 $ | +2.283.440 $ | 1 | |
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 2.138.880 $ | +2.138.880 $ | 1 | |
| ARM HOLDINGS PLC /UK | ARM | → 0 | Neutral | 2.127.420 $ | +2.127.420 $ | 1 | |
| PROGRESSIVE CORP/OH/ | PGR | → 0 | Sehr stark | 2.053.430 $ | +2.053.430 $ | 1 | |
| HUBBELL INC | HUBB | → 0 | Stark | 1.883.520 $ | +1.883.520 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 1.767.582 $ | +1.767.582 $ | 1 | |
| DECKERS OUTDOOR CORP | DECK | → 0 | Sehr stark | 1.727.646 $ | +1.727.646 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 1.405.972 $ | +1.405.972 $ | 1 | |
| SYNOPSYS INC | SNPS | → 0 | Schwach | 1.341.779 $ | +1.341.779 $ | 1 | |
| EBAY INC | EBAY | → 0 | Stark | 1.229.250 $ | +1.229.250 $ | 1 | |
| Datadog, Inc. | DDOG | → 0 | Neutral | 1.093.512 $ | +1.093.512 $ | 1 | |
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 1.068.396 $ | +1.068.396 $ | 1 | |
| SPACE EXPLORATION TECHNOLOGIES CORP | SPCX | → 0 | 1.058.649 $ | +1.058.649 $ | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 1.057.700 $ | +1.057.700 $ | 1 | |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Stark | 1.012.200 $ | +1.012.200 $ | 1 | |
| THOMSON REUTERS CORP /CAN/ | TRI | → 0 | 998.708 $ | +998.708 $ | 1 | ||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 986.246 $ | +986.246 $ | 1 | |
| VISA INC. | V | → 0 | Neutral | 823.416 $ | +823.416 $ | 1 | |
| POOL CORP | POOL | → 0 | Neutral | 730.660 $ | +730.660 $ | 1 | |
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | 729.792 $ | +729.792 $ | 1 | ||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 709.880 $ | +709.880 $ | 1 | |
| SANMINA CORP | SANM | → 0 | Neutral | 708.624 $ | +708.624 $ | 1 | |
| Arista Networks, Inc. | ANET | → 0 | Neutral | 679.520 $ | +679.520 $ | 1 | |
| Snowflake Inc. | SNOW | → 0 | Schwach | 661.700 $ | +661.700 $ | 1 | |
| MCKESSON CORP | MCK | → 0 | Neutral | 649.816 $ | +649.816 $ | 1 | |
| AFFILIATED MANAGERS GROUP, INC. | AMG | → 0 | Stark | 609.120 $ | +609.120 $ | 1 | |
| CADENCE DESIGN SYSTEMS INC | CDNS | → 0 | Neutral | 525.448 $ | +525.448 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 524.198 $ | +524.198 $ | 1 | |
| Americas Gold & Silver Corp | USAS | → 0 | 418.784 $ | +418.784 $ | 1 | ||
| IREN Ltd | IREN | → 0 | Neutral | 365.840 $ | +365.840 $ | 1 | |
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | → 0 | Neutral | 296.472 $ | +296.472 $ | 1 | |
| New Found Gold Corp. | NFGC | → 0 | 206.720 $ | +206.720 $ | 1 | ||
| Trade Desk, Inc. | TTD | → 0 | Neutral | 180.800 $ | +180.800 $ | 1 | |
| McEwen Inc. | MUX | → 0 | Neutral | 145.040 $ | +145.040 $ | 1 | |
| 220.207.665 $ | +220.207.665 $ | 63 | |||||