| 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 | ||||
| 1.079.628.790 $ | +249.466.592 $ | +31,7 % | 9 | 756.717.024 $ | +57.387.983 $ | +10,9 % | 7 | 652.343.517 $ | +164.797.828 $ | +31,4 % | 6 | 324.362.184 $ | +50.678.871 $ | +18,7 % | 3 | ||||
| GTS SECURITIES LLC | → 0 | 344.085.042 $ | +67.614.616 $ | +24,5 % | 1 | 276.470.426 $ | +15.800.785 $ | +6,1 % | 1 | 260.669.641 $ | +88.779.434 $ | +51,6 % | 1 | 171.890.207 $ | +27.390.518 $ | +19,0 % | 1 | ||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 154.016.250 $ | +71.758.678 $ | +87,2 % | 1 | 82.257.572 $ | +7.715.726 $ | +10,4 % | 1 | 74.541.846 $ | +15.746.376 $ | +26,8 % | 1 | ||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 147.923.418 $ | +70.117.852 $ | +90,1 % | 1 | 77.805.566 $ | +959.780 $ | +1,2 % | 1 | 76.845.786 $ | +29.212.124 $ | +61,3 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 96.621.094 $ | +11.661.313 $ | +13,7 % | 1 | 84.959.781 $ | -1.555.069 $ | -1,8 % | 1 | 86.514.850 $ | +2.132.734 $ | +2,5 % | 1 | 84.382.116 $ | +10.592.475 $ | +14,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 86.120.318 $ | +1.950.665 $ | +2,3 % | 1 | 84.169.653 $ | +16.079.792 $ | +23,6 % | 1 | 68.089.861 $ | +12.695.878 $ | +22,9 % | 1 | ||||
| NEWMONT Corp /DE/ | NEM | → 0 | Neutral | 64.126.198 $ | -21.961.888 $ | -25,5 % | 1 | 86.088.086 $ | +16.486.345 $ | +23,7 % | 1 | 69.601.741 $ | +12.847.368 $ | +22,6 % | 1 | ||||
| WESTERN DIGITAL CORP | WDC | → 0 | Neutral | 78.390.744 $ | +26.486.959 $ | +51,0 % | 1 | ||||||||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 74.914.948 $ | +19.532.062 $ | +35,3 % | 1 | ||||||||||||
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 59.270.806 $ | -3.744.469 $ | -5,9 % | 1 | 63.015.275 $ | +16.029.751 $ | +34,1 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 60.280.290 $ | +8.001.469 $ | +15,3 % | 1 | ||||||||||||
| 1.079.628.790 $ | +249.466.592 $ | +31,7 % | 9 | 756.717.024 $ | +57.387.983 $ | +10,9 % | 7 | 652.343.517 $ | +164.797.828 $ | +31,4 % | 6 | 324.362.184 $ | +50.678.871 $ | +18,7 % | 3 | ||||