Björn Bredehöft
Björn Bredehöft @2BSmart
Portfolio
Market (27)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 06/02/2026
MSFT
MSFT
Microsoft
Long
10.41%
16.26%
7.61%
397.48
397.52
GOOG
GOOG
Alphabet
Long
8.06%
127.30%
11.52%
325.31
325.36
ASML
ASML
ASML Holding NV
Long
4.46%
40.68%
3.95%
1413.61
1414.92
V
V
Visa
Long
4.41%
40.34%
3.89%
328.39
328.57
AMD
AMD
Advanced Micro Devices Inc
Long
4.21%
52.61%
4.04%
207.55
207.62
AAPL
AAPL
Apple
Long
4.20%
63.02%
4.31%
277.11
277.14
TSM
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
Long
4.14%
106.06%
5.36%
348.11
348.32
NVDA
NVDA
NVIDIA Corporation
Long
3.95%
611.11%
17.68%
184.84
184.85
VRT
VRT
Vertiv Holdings Co
Long
3.64%
13.82%
2.61%
193.32
193.51
KLAC
KLAC
KLA Corp
Long
3.64%
1.25%
2.32%
1442.97
1444.00
SU.PA
SU.PA
Schneider Electric SE
Long
3.64%
8.04%
2.47%
253.80
253.90
ICLN
ICLN
iShares Global clean energy ETF
Long
3.50%
-2.67%
2.14%
18.46
18.47
CRWD
CRWD
Crowdstrike Holdings
Long
3.28%
4.45%
2.15%
394.00
394.18
NVT
NVT
nVent Electric plc
Long
3.24%
5.26%
2.14%
111.81
112.15
PRY.MI
PRY.MI
Prysmian Group
Long
3.24%
19.62%
2.43%
102.40
102.45
EME
EME
Emcor Group Inc
Long
3.22%
13.55%
2.30%
755.13
756.41
WM
WM
Waste Management Inc
Long
3.06%
36.55%
2.62%
225.79
225.99
SAP.DE
SAP.DE
SAP SE
Long
3.00%
45.80%
2.75%
171.20
171.22
ABBN.ZU
ABBN.ZU
ABB LTD
Long
2.98%
84.29%
3.45%
66.90
66.92
PANW
PANW
Palo Alto Networks
Long
2.67%
-8.50%
1.53%
158.24
158.28
ETN
ETN
Eaton Corp PLC
Long
2.65%
6.29%
1.77%
370.68
370.89
ORCL
ORCL
Oracle Corporation
Long
2.65%
-12.87%
1.45%
141.19
141.26
TT
TT
Trane Technologies
Long
2.65%
15.56%
1.92%
453.26
453.87
RSG
RSG
Republic Services Inc
Long
2.54%
65.11%
2.64%
219.18
219.30
MA
MA
Mastercard
Long
2.23%
18.62%
1.67%
542.79
542.98
FSLR
FSLR
First Solar, Inc.
Long
2.11%
55.57%
2.06%
217.59
218.39
CRM
CRM
Salesforce Inc
Long
2.06%
-14.24%
1.11%
188.83
188.90
Balance
0.18%
Balance