Investments: Fulcrum Asset Management LLP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
359.439.483 $-3.304.030 $360.719.675 $+12.283.203 $350.460.310 $+350.460.310 $
BANK OF AMERICA CORP /DE/BAC149.050.248 $-10.946.657 $159.996.905 $-3.124.873 $163.121.778 $+163.121.778 $
NVIDIA CORPNVDA40.884.470 $-360.158 $41.244.628 $+5.324.654 $35.919.974 $+35.919.974 $
MICROSOFT CORPMSFT28.795.444 $-1.533.118 $30.328.562 $+393.931 $29.934.631 $+29.934.631 $
ALPHA PRO TECH LTDAPT27.877.990 $+7.014.363 $20.863.627 $+5.284.783 $15.578.844 $+15.578.844 $
AMAZON COM INCAMZN19.596.466 $+2.344.412 $17.252.054 $-464.347 $17.716.401 $+17.716.401 $
JPMORGAN CHASE & COJPM11.906.707 $-49.983 $11.956.690 $+662.086 $11.294.604 $+11.294.604 $
MICRON TECHNOLOGY INCMU8.561.476 $+2.860.884 $5.700.592 $+2.145.939 $3.554.653 $+3.554.653 $
Mastercard IncMA7.369.034 $-105.129 $7.474.163 $-114.275 $7.588.438 $+7.588.438 $
NEXTERA ENERGY INCNEE5.115.024 $-850.573 $5.965.597 $+1.911.816 $4.053.781 $+4.053.781 $
EVERSOURCE ENERGYES4.278.347 $-653.291 $4.931.638 $+881.462 $4.050.176 $+4.050.176 $
FISERV INCFISV1.620.392 $-1.751.256 $3.371.648 $-1.262.216 $4.633.864 $+4.633.864 $
BOSTON SCIENTIFIC CORPBSX3.702.050 $-173.959 $3.876.009 $-506.749 $4.382.758 $+4.382.758 $
JOHNSON & JOHNSONJNJ4.382.147 $+338.693 $4.043.454 $+619.868 $3.423.586 $+3.423.586 $
AMEREN CORPAEE4.107.573 $+506.150 $3.601.423 $+624.567 $2.976.856 $+2.976.856 $
UNITEDHEALTH GROUP INCUNH2.723.048 $-191.629 $2.914.677 $-1.165.579 $4.080.256 $+4.080.256 $
CONSOLIDATED EDISON INCED4.070.917 $+555.632 $3.515.285 $+619.987 $2.895.298 $+2.895.298 $
Palo Alto Networks IncPANW3.445.514 $-420.415 $3.865.929 $-127.211 $3.993.140 $+3.993.140 $
CHIPOTLE MEXICAN GRILL INCCMG1.631.982 $-145.912 $1.777.894 $-1.970.287 $3.748.181 $+3.748.181 $
TIDEWATER INCTDW1.763.055 $-1.428.692 $3.191.747 $+2.385.718 $806.029 $+806.029 $
MORGAN STANLEYMS3.141.421 $+270.285 $2.871.136 $+256.211 $2.614.925 $+2.614.925 $
ADVANCED MICRO DEVICES INCAMD2.816.217 $+767.147 $2.049.070 $+201.958 $1.847.112 $+1.847.112 $
CLEAN HARBORS INCCLH1.561.977 $+36.524 $1.525.453 $-838.594 $2.364.047 $+2.364.047 $
PEPSICO INCPEP2.085.419 $-6.575 $2.091.994 $+70.462 $2.021.532 $+2.021.532 $
SEMPRASRE2.007.109 $-80.067 $2.087.176 $+280.819 $1.806.357 $+1.806.357 $
ROYAL BANK OF CANADARY2.017.691 $+2.017.691 $
ALLIANT ENERGY CORPLNT481.360 $-1.239.280 $1.720.640 $+964.765 $755.875 $+755.875 $
CENTENE CORPCNC77.104 $+8.384 $68.720 $-1.417.684 $1.486.404 $+1.486.404 $
LAM RESEARCH CORPLRCX1.215.765 $+251.149 $964.616 $+243.813 $720.803 $+720.803 $
ENBRIDGE INCENB1.209.611 $+107.464 $1.102.147 $+112.268 $989.879 $+989.879 $
AT&T INC.T890.952 $-153.222 $1.044.174 $-55.691 $1.099.865 $+1.099.865 $
VERIZON COMMUNICATIONS INCVZ919.372 $-102.817 $1.022.189 $-12.180 $1.034.369 $+1.034.369 $
CAMECO CORPCCJ858.839 $-89.082 $947.921 $+107.576 $840.345 $+840.345 $
AGNICO EAGLE MINES LTDAEM919.344 $+5.248 $914.096 $+914.096 $
KLA CORPKLAC884.235 $+15.962 $868.273 $+127.496 $740.777 $+740.777 $
MPLX LPMPLX861.029 $+165.325 $695.704 $-21.727 $717.431 $+717.431 $
KINROSS GOLD CORPKGC771.612 $-10.482 $782.094 $+782.094 $
Antero Midstream CorpAM716.400 $+39.830 $676.570 $+17.053 $659.517 $+659.517 $
Public StoragePSA553.857 $-75.836 $629.693 $-26.981 $656.674 $+656.674 $
NICOLET BANKSHARES INCNIC385.742 $-66.875 $452.617 $-21.362 $473.979 $+473.979 $
FREEPORT-MCMORAN INCFCX443.154 $+71.270 $371.884 $-64.390 $436.274 $+436.274 $
CSX CORPCSX431.941 $+10.792 $421.149 $+6.944 $414.205 $+414.205 $
Zoetis Inc.ZTS393.641 $+4.869 $388.772 $-25.587 $414.359 $+414.359 $
IAMGOLD CORPIAG336.106 $+8.458 $327.648 $+327.648 $
PEMBINA PIPELINE CORPPBA327.136 $+26.437 $300.699 $+21.925 $278.774 $+278.774 $
URANIUM ENERGY CORPUEC228.397 $-83.546 $311.943 $+152.932 $159.011 $+159.011 $
REALTY INCOME CORPO286.633 $-18.898 $305.531 $+15.983 $289.548 $+289.548 $
ALLSTATE CORPALL280.612 $-16.034 $296.646 $+10.584 $286.062 $+286.062 $
HUMANA INCHUM101.030 $-3.558 $104.588 $-190.255 $294.843 $+294.843 $
NVR INCNVR205.162 $-27.843 $233.005 $+18.821 $214.184 $+214.184 $
ENERGY FUELS INCUUUU146.743 $-40.585 $187.328 $+116.756 $70.572 $+70.572 $
CENTRUS ENERGY CORPLEU105.729 $-53.957 $159.686 $+65.348 $94.338 $+94.338 $
KB HOMEKBH131.099 $-18.010 $149.109 $+22.881 $126.228 $+126.228 $
MICROCHIP TECHNOLOGY INCMCHP126.579 $-2.824 $129.403 $-16.333 $145.736 $+145.736 $
MOSAIC COMOS85.225 $-19.196 $104.421 $-5.420 $109.841 $+109.841 $
EQUINIX INCEQIX87.747 $-1.542 $89.289 $-1.395 $90.684 $+90.684 $
FIRST INDUSTRIAL REALTY TRUST INCFR89.012 $+10.211 $78.801 $+5.114 $73.687 $+73.687 $
American Homes 4 RentAMH73.549 $-2.328 $75.877 $-6.435 $82.312 $+82.312 $
Taylor Morrison Home CorpTMHC59.377 $-6.897 $66.274 $+4.608 $61.666 $+61.666 $
NNN REIT, INC.NNN60.303 $-4.148 $64.451 $-924 $65.375 $+65.375 $
SYNOPSYS INCSNPS50.296 $-3.484 $53.780 $+53.780 $
SBA COMMUNICATIONS CORPSBAC32.720 $+237 $32.483 $-6.970 $39.453 $+39.453 $
CAMDEN PROPERTY TRUSTCPT33.327 $+1.186 $32.141 $-1.779 $33.920 $+33.920 $
EQUITY RESIDENTIALEQR26.480 $-512 $26.992 $-1.151 $28.143 $+28.143 $
CubeSmartCUBE19.898 $-2.384 $22.282 $-1.008 $23.290 $+23.290 $
Meritage Homes CORPMTH20.647 $-1.879 $22.526 $+1.698 $20.828 $+20.828 $
359.439.483 $-3.304.030 $360.719.675 $+12.283.203 $350.460.310 $+350.460.310 $
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