| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 231.296.982 $ | +231.296.982 $ | 33 | |||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 19.889.647 $ | +19.889.647 $ | 1 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 19.141.483 $ | +19.141.483 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 18.831.270 $ | +18.831.270 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 15.663.228 $ | +15.663.228 $ | 1 | |
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 14.506.155 $ | +14.506.155 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 12.721.091 $ | +12.721.091 $ | 1 | |
| Sandisk Corp | SNDK | → 0 | Sehr stark | 11.821.122 $ | +11.821.122 $ | 1 | |
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 11.481.276 $ | +11.481.276 $ | 1 | |
| GE Vernova Inc. | GEV | → 0 | Neutral | 9.401.230 $ | +9.401.230 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 8.590.736 $ | +8.590.736 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 7.888.176 $ | +7.888.176 $ | 1 | |
| AXON ENTERPRISE, INC. | AXON | → 0 | Schwach | 7.740.903 $ | +7.740.903 $ | 1 | |
| QUANTA SERVICES, INC. | PWR | → 0 | Sehr stark | 7.208.320 $ | +7.208.320 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 7.014.550 $ | +7.014.550 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 6.607.676 $ | +6.607.676 $ | 1 | |
| Vistra Corp. | VST | → 0 | Neutral | 6.581.876 $ | +6.581.876 $ | 1 | |
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 5.846.821 $ | +5.846.821 $ | 1 | |
| ORACLE CORP | ORCL | → 0 | Stark | 5.761.174 $ | +5.761.174 $ | 1 | |
| MCKESSON CORP | MCK | → 0 | Neutral | 5.679.090 $ | +5.679.090 $ | 1 | |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 5.176.916 $ | +5.176.916 $ | 1 | |
| ELI LILLY & Co | LLY | → 0 | Neutral | 4.881.680 $ | +4.881.680 $ | 1 | |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 4.865.550 $ | +4.865.550 $ | 1 | |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 4.805.640 $ | +4.805.640 $ | 1 | |
| Tesla, Inc. | TSLA | → 0 | Schwach | 4.134.077 $ | +4.134.077 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 2.682.570 $ | +2.682.570 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 522.295 $ | +522.295 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 400.312 $ | +400.312 $ | 1 | |
| CATERPILLAR INC | CAT | → 0 | Sehr stark | 372.715 $ | +372.715 $ | 1 | |
| AUTOZONE INC | AZO | → 0 | Neutral | 329.182 $ | +329.182 $ | 1 | |
| ANGEL OAK FUNDS TRUST | → 0 | 293.476 $ | +293.476 $ | 1 | |||
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 244.188 $ | +244.188 $ | 1 | |
| Merck & Co., Inc. | MRK | → 0 | Stark | 191.208 $ | +191.208 $ | 1 | |
| iSHARES TRUST | → 0 | 21.349 $ | +21.349 $ | 1 | |||
| 231.296.982 $ | +231.296.982 $ | 33 | |||||