| Aktie | Value Chain |
Pure Play |
Picks & Shovels |
Moat | PEG | TAM | S-Kurve | 4-Fragen | Allokation |
|---|---|---|---|---|---|---|---|---|---|
|
NVDA NVIDIA Infrastruktur |
9/10 | 85% | Ja | 9/10 | 1.4 | $280B | Phase 1 · 7/10 | 3/4 | 17% |
|
TSM TSMC Infrastruktur |
9/10 | 75% | Ja | 10/10 | 0.9 | $280B | Phase 1 · 6/10 | 3/4 | 18% |
|
AVGO Broadcom Infrastruktur |
8/10 | 65% | Ja | 8/10 | 1.8 | $200B | Phase 1 · 7/10 | 3/4 | 15% |
|
PLTR Palantir Plattform |
8/10 | 80% | Nein | 9/10 | 3.8 | $120B | Phase 2 · 9/10 | 3/4 | 13% |
|
NOW ServiceNow Plattform |
8/10 | 55% | Nein | 9/10 | 2.1 | $150B | Phase 2 · 9/10 | 4/4 | 13% |
|
CRM Salesforce Plattform |
7/10 | 40% | Nein | 8/10 | 1.6 | $130B | Phase 2 · 8/10 | 3/4 | 13% |
|
PATH UiPath Applikation |
6/10 | 90% | Nein | 6/10 | 4.2 | $60B | Phase 2 · 7/10 | 2/4 | 10% |
| valueChain | 15% |
| purePlay | 15% |
| shovels | 10% |
| moat | 20% |
| peg | 15% |
| tam | 10% |
| scurve | 10% |
| fourQ | 5% |