| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 749.635.179 $ | -373.571 $ | 752.527.820 $ | +21.851.578 $ | 730.676.242 $ | +91.625.217 $ | 661.647.628 $ | +661.647.628 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 355.519.646 $ | -17.152.173 $ | 372.671.819 $ | -1.464.667 $ | 374.136.486 $ | +45.783.510 $ | 328.352.976 $ | +328.352.976 $ |
| NVIDIA CORP | NVDA | 50.403.107 $ | +3.613.147 $ | 46.789.960 $ | +8.664.678 $ | 38.125.282 $ | +9.006.707 $ | 29.118.575 $ | +29.118.575 $ |
| ALPHA PRO TECH LTD | APT | 42.393.079 $ | +7.347.207 $ | 35.045.872 $ | +10.454.195 $ | 24.591.677 $ | +3.191.277 $ | 21.400.400 $ | +21.400.400 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 23.916.127 $ | -680.467 $ | 24.596.594 $ | +762.445 $ | 23.834.149 $ | -643.873 $ | 24.478.022 $ | +24.478.022 $ |
| CHIPOTLE MEXICAN GRILL INC | CMG | 15.812.200 $ | -876.197 $ | 16.688.397 $ | -7.244.987 $ | 23.933.384 $ | +2.522.477 $ | 21.410.907 $ | +21.410.907 $ |
| COPART INC | CPRT | 8.703.468 $ | -6.503.623 $ | 15.207.091 $ | -5.265.718 $ | 20.472.809 $ | -2.732.486 $ | 23.205.295 $ | +23.205.295 $ |
| Monster Beverage Corp | MNST | 23.155.271 $ | +2.312.248 $ | 20.843.023 $ | +1.428.219 $ | 19.414.804 $ | +1.151.044 $ | 18.263.760 $ | +18.263.760 $ |
| INTUITIVE SURGICAL INC | ISRG | 22.501.914 $ | +4.609.690 $ | 17.892.224 $ | -3.834.271 $ | 21.726.495 $ | +1.959.556 $ | 19.766.939 $ | +19.766.939 $ |
| AMAZON COM INC | AMZN | 22.249.663 $ | +763.641 $ | 21.486.022 $ | -95.117 $ | 21.581.139 $ | +2.857.721 $ | 18.723.418 $ | +18.723.418 $ |
| Mastercard Inc | MA | 21.420.533 $ | -309.650 $ | 21.730.183 $ | +180.082 $ | 21.550.101 $ | +272.342 $ | 21.277.759 $ | +21.277.759 $ |
| BlackRock, Inc. | BLK | 21.539.940 $ | +861.298 $ | 20.678.642 $ | -274.740 $ | 20.953.382 $ | +1.088.995 $ | 19.864.387 $ | +19.864.387 $ |
| UNITEDHEALTH GROUP INC | UNH | 20.174.129 $ | +20.174.129 $ | ||||||
| SYNOPSYS INC | SNPS | 18.122.148 $ | -961.559 $ | 19.083.707 $ | -864.337 $ | 19.948.044 $ | +3.331.273 $ | 16.616.771 $ | +16.616.771 $ |
| APPFOLIO INC | APPF | 19.896.335 $ | +363.279 $ | 19.533.056 $ | +3.681.965 $ | 15.851.091 $ | -1.299.375 $ | 17.150.466 $ | +17.150.466 $ |
| CINTAS CORP | CTAS | 15.057.836 $ | -2.115.198 $ | 17.173.034 $ | +5.573.848 $ | 11.599.186 $ | +9.904.067 $ | 1.695.119 $ | +1.695.119 $ |
| Booking Holdings Inc. | BKNG | 11.969.296 $ | -168.387 $ | 12.137.683 $ | -905.608 $ | 13.043.291 $ | +2.645.398 $ | 10.397.893 $ | +10.397.893 $ |
| CELESTICA INC | CLS | 7.351.821 $ | +557.153 $ | 6.794.668 $ | +3.626.728 $ | 3.167.940 $ | +1.438.060 $ | 1.729.880 $ | +1.729.880 $ |
| MICROSOFT CORP | MSFT | 6.492.036 $ | -133.614 $ | 6.625.650 $ | +431.883 $ | 6.193.767 $ | +1.357.739 $ | 4.836.028 $ | +4.836.028 $ |
| MICRON TECHNOLOGY INC | MU | 4.583.970 $ | +1.815.995 $ | 2.767.975 $ | +716.725 $ | 2.051.250 $ | +2.051.250 $ | ||
| EXXON MOBIL CORP | XOM | 3.386.067 $ | +230.476 $ | 3.155.591 $ | +116.008 $ | 3.039.583 $ | -285.918 $ | 3.325.501 $ | +3.325.501 $ |
| BROWN & BROWN, INC. | BRO | 2.733.431 $ | +33.667 $ | 2.699.764 $ | -318.682 $ | 3.018.446 $ | -153.132 $ | 3.171.578 $ | +3.171.578 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 2.912.078 $ | +93.689 $ | 2.818.389 $ | +815.030 $ | 2.003.359 $ | +555.899 $ | 1.447.460 $ | +1.447.460 $ |
| Fabrinet | FN | 2.780.395 $ | +531.419 $ | 2.248.976 $ | +421.960 $ | 1.827.016 $ | +639.783 $ | 1.187.233 $ | +1.187.233 $ |
| ASML HOLDING NV | ASML | 2.732.066 $ | +200.833 $ | 2.531.233 $ | +396.597 $ | 2.134.636 $ | +384.630 $ | 1.750.006 $ | +1.750.006 $ |
| JPMORGAN CHASE & CO | JPM | 2.710.166 $ | +38.869 $ | 2.671.297 $ | +178.184 $ | 2.493.113 $ | +367.373 $ | 2.125.740 $ | +2.125.740 $ |
| SPS COMMERCE INC | SPSC | 2.696.097 $ | +443.128 $ | 2.252.969 $ | +2.252.969 $ | ||||
| NEXTERA ENERGY INC | NEE | 2.629.511 $ | +34.221 $ | 2.595.290 $ | +174.181 $ | 2.421.109 $ | -61.689 $ | 2.482.798 $ | +2.482.798 $ |
| SHERWIN WILLIAMS CO | SHW | 2.289.299 $ | -141.129 $ | 2.430.428 $ | -14.324 $ | 2.444.752 $ | -183.863 $ | 2.628.615 $ | +2.628.615 $ |
| GOLD FIELDS LTD | GFI | 2.610.912 $ | +2.610.912 $ | ||||||
| CUMMINS INC | CMI | 2.575.731 $ | +433.893 $ | 2.141.838 $ | +437.200 $ | 1.704.638 $ | +149.349 $ | 1.555.289 $ | +1.555.289 $ |
| FASTENAL CO | FAST | 2.111.922 $ | -460.422 $ | 2.572.344 $ | +139.872 $ | 2.432.472 $ | +153.898 $ | 2.278.574 $ | +2.278.574 $ |
| CITIGROUP INC | C | 2.383.867 $ | +107.373 $ | 2.276.494 $ | -135.858 $ | 2.412.352 $ | +109.856 $ | 2.302.496 $ | +2.302.496 $ |
| HERSHEY CO | HSY | 2.315.696 $ | -37.580 $ | 2.353.276 $ | +230.444 $ | 2.122.832 $ | +155.987 $ | 1.966.845 $ | +1.966.845 $ |
| UBS Group AG | UBS | 2.305.463 $ | +31.767 $ | 2.273.696 $ | +2.273.696 $ | ||||
| BADGER METER INC | BMI | 1.655.726 $ | -9.045 $ | 1.664.771 $ | -609.404 $ | 2.274.175 $ | +438.793 $ | 1.835.382 $ | +1.835.382 $ |
| ARGENX SE | ARGX | 2.216.744 $ | +2.216.744 $ | ||||||
| Accenture plc | ACN | 1.831.952 $ | +132.631 $ | 1.699.321 $ | -372.286 $ | 2.071.607 $ | -64.619 $ | 2.136.226 $ | +2.136.226 $ |
| COMMERCIAL METALS Co | CMC | 1.967.497 $ | +1.967.497 $ | ||||||
| Oddity Tech Ltd | ODD | 253.134 $ | -1.339.254 $ | 1.592.388 $ | -322.286 $ | 1.914.674 $ | +1.914.674 $ | ||
| NETFLIX INC | NFLX | 1.813.966 $ | -60.816 $ | 1.874.782 $ | +1.874.782 $ | ||||
| HARMONY GOLD MINING CO LTD | HMY | 1.790.682 $ | +1.790.682 $ | ||||||
| ROLLINS INC | ROL | 1.665.675 $ | +68.476 $ | 1.597.199 $ | +71.489 $ | 1.525.710 $ | +90.943 $ | 1.434.767 $ | +1.434.767 $ |
| CMS ENERGY CORP | CMS | 1.367.901 $ | -26.823 $ | 1.394.724 $ | +86.302 $ | 1.308.422 $ | -52.121 $ | 1.360.543 $ | +1.360.543 $ |
| CORCEPT THERAPEUTICS INC | CORT | 229.680 $ | -352.256 $ | 581.936 $ | +67.989 $ | 513.947 $ | -785.420 $ | 1.299.367 $ | +1.299.367 $ |
| DECKERS OUTDOOR CORP | DECK | 1.251.712 $ | +102.480 $ | 1.149.232 $ | -10.924 $ | 1.160.156 $ | -111.012 $ | 1.271.168 $ | +1.271.168 $ |
| POOL CORP | POOL | 807.259 $ | -208.220 $ | 1.015.479 $ | +71.375 $ | 944.104 $ | -8.718 $ | 952.822 $ | +952.822 $ |
| ARGAN INC | AGX | 878.591 $ | +41.141 $ | 837.450 $ | +146.453 $ | 690.997 $ | +441.118 $ | 249.879 $ | +249.879 $ |
| IRADIMED CORP | IRMD | 808.821 $ | +153.869 $ | 654.952 $ | +101.489 $ | 553.463 $ | +54.766 $ | 498.697 $ | +498.697 $ |
| CAMTEK LTD | CAMT | 614.781 $ | -17.830 $ | 632.611 $ | +120.685 $ | 511.926 $ | +511.926 $ | ||
| ORACLE CORP | ORCL | 469.733 $ | -121.996 $ | 591.729 $ | +131.731 $ | 459.998 $ | +151.857 $ | 308.141 $ | +308.141 $ |
| MCGRATH RENTCORP | MGRC | 453.297 $ | -81.107 $ | 534.404 $ | +6.116 $ | 528.288 $ | +31.817 $ | 496.471 $ | +496.471 $ |
| AGILYSYS INC | AGYS | 513.151 $ | +38.158 $ | 474.993 $ | -42.492 $ | 517.485 $ | +202.154 $ | 315.331 $ | +315.331 $ |
| UFP TECHNOLOGIES INC | UFPT | 440.730 $ | +28.556 $ | 412.174 $ | -92.016 $ | 504.190 $ | +292.193 $ | 211.997 $ | +211.997 $ |
| GENERAL ELECTRIC CO | GE | 499.317 $ | +11.688 $ | 487.629 $ | +70.400 $ | 417.229 $ | +417.229 $ | ||
| AeroVironment Inc | AVAV | 320.020 $ | -159.243 $ | 479.263 $ | +43.859 $ | 435.404 $ | +435.404 $ | ||
| INSIGHT ENTERPRISES INC | NSIT | 236.263 $ | -100.905 $ | 337.168 $ | -73.359 $ | 410.527 $ | -1.196 $ | 411.723 $ | +411.723 $ |
| STARBUCKS CORP | SBUX | 307.282 $ | -1.423 $ | 308.705 $ | -25.653 $ | 334.358 $ | -52.999 $ | 387.357 $ | +387.357 $ |
| Trane Technologies plc | TT | 305.522 $ | -25.717 $ | 331.239 $ | -12.128 $ | 343.367 $ | +78.885 $ | 264.482 $ | +264.482 $ |
| ETHAN ALLEN INTERIORS INC | ETD | 254.556 $ | +13.971 $ | 240.585 $ | +37.871 $ | 202.714 $ | +202.714 $ | ||
| UFP INDUSTRIES INC | UFPI | 214.490 $ | -19.201 $ | 233.691 $ | -14.664 $ | 248.355 $ | +20.740 $ | 227.615 $ | +227.615 $ |
| LINDE PLC | LIN | 237.025 $ | +2.904 $ | 234.121 $ | -12.668 $ | 246.789 $ | +246.789 $ | ||
| SAIA INC | SAIA | 241.625 $ | +11.118 $ | 230.507 $ | +19.535 $ | 210.972 $ | +3.411 $ | 207.561 $ | +207.561 $ |
| BOISE CASCADE Co | BCC | 227.569 $ | +227.569 $ | ||||||
| WD 40 CO | WDFC | 227.408 $ | +227.408 $ | ||||||
| AT&T INC. | T | 213.523 $ | -5.292 $ | 218.815 $ | -2.448 $ | 221.263 $ | +221.263 $ | ||
| 749.635.179 $ | -373.571 $ | 752.527.820 $ | +21.851.578 $ | 730.676.242 $ | +91.625.217 $ | 661.647.628 $ | +661.647.628 $ | ||
Erweiterte Einstellungen
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