| 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 | ||||
| 65.445.872 $ | +5.351.378 $ | +149,0 % | 11 | 68.477.654 $ | +56.083.504 $ | +669,9 % | 12 | 9.447.605 $ | +3.430.613 $ | +168,8 % | 2 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 17.744.455 $ | -216.751 $ | -1,2 % | 1 | 17.961.206 $ | +14.366.398 $ | +399,6 % | 1 | 3.594.808 $ | +2.747.718 $ | +324,4 % | 1 | ||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 7.801.102 $ | +265.821 $ | +3,5 % | 1 | 7.535.281 $ | +7.042.097 $ | +1.427,9 % | 1 | ||||
| Marvell Technology, Inc. | MRVL | → 0 | Stark | 5.743.319 $ | -403.393 $ | -6,6 % | 1 | 6.146.712 $ | +5.691.390 $ | +1.250,0 % | 1 | ||||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 5.852.797 $ | +682.895 $ | +13,2 % | 1 | ||||||||||
| VANGUARD | → 0 | 5.071.405 $ | +4.775.596 $ | +1.614,4 % | 1 | 5.123.241 $ | +3.429.990 $ | +202,6 % | 1 | ||||||
| VANGUARD GROUP INC | → 0 | 4.685.276 $ | -5.188 $ | -0,1 % | 1 | 4.690.464 $ | +3.546.504 $ | +310,0 % | 1 | ||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 4.590.405 $ | -47.376 $ | -1,0 % | 1 | 4.637.781 $ | +3.757.503 $ | +426,9 % | 1 | |||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 4.204.237 $ | +886.658 $ | +26,7 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 3.829.559 $ | -238.897 $ | -5,9 % | 1 | 4.068.456 $ | +2.600.747 $ | +177,2 % | 1 | ||||
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | PIM | → 0 | 3.989.053 $ | +22.364 $ | +0,6 % | 1 | 3.966.689 $ | +2.354.274 $ | +146,0 % | 1 | |||||
| Howmet Aerospace Inc. | HWM | → 0 | Neutral | 3.900.352 $ | -22.921 $ | -0,6 % | 1 | 3.923.273 $ | +3.445.577 $ | +721,3 % | 1 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 3.886.709 $ | +335.465 $ | +9,4 % | 1 | 3.551.244 $ | +3.219.718 $ | +971,2 % | 1 | ||||
| COHERENT CORP. | COHR | → 0 | Sehr stark | 3.503.983 $ | +3.259.982 $ | +1.336,1 % | 1 | ||||||||
| Coeur Mining, Inc. | CDE | → 0 | Neutral | 3.369.324 $ | +3.369.324 $ | 1 | |||||||||
| 65.445.872 $ | +5.351.378 $ | +149,0 % | 11 | 68.477.654 $ | +56.083.504 $ | +669,9 % | 12 | 9.447.605 $ | +3.430.613 $ | +168,8 % | 2 | ||||