| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|
| 44.180.932 $ | 15,68 | 280.735 | |||||
| FLEX LTD | Flex Ltd | EC | SG9999000020 | Long | 2.675.640 $ | 0,95 | 29.226 |
| TECHNIPFMC PLC | TechnipFMC PLC | EC | GB00BDSFG982 | Long | 2.574.519 $ | 0,91 | 34.068 |
| XPO INC | XPO Logistics Inc | EC | 983793100 | Long | 2.198.658 $ | 0,78 | 9.988 |
| CURTISS-WRIGHT CORP | Curtiss-Wright Corp | EC | 231561101 | Long | 2.110.906 $ | 0,75 | 2.931 |
| UNITED THERAPEUTICS CORP | United Therapeutics Corp | EC | 91307C102 | Long | 1.955.731 $ | 0,69 | 3.423 |
| EVERPURE INC | Pure Storage Inc | EC | 74624M102 | Long | 1.919.719 $ | 0,68 | 26.868 |
| NVENT ELECTRIC PLC | nVent Electric PLC | EC | IE00BDVJJQ56 | Long | 1.832.978 $ | 0,65 | 12.827 |
| FABRINET | Fabrinet | EC | KYG3323L1005 | Long | 1.815.296 $ | 0,64 | 2.656 |
| ATI INC | ATI Inc | EC | 01741R102 | Long | 1.812.353 $ | 0,64 | 11.658 |
| TWILIO INC | Twilio Inc | EC | 90138F102 | Long | 1.784.419 $ | 0,63 | 12.052 |
| MASTEC INC | MasTec Inc | EC | 576323109 | Long | 1.761.798 $ | 0,63 | 4.471 |
| WOODWARD INC | Woodward Inc | EC | 980745103 | Long | 1.720.210 $ | 0,61 | 4.739 |
| ENTEGRIS INC | Entegris Inc | EC | 29362U104 | Long | 1.708.153 $ | 0,61 | 12.082 |
| US FOODS HOLDING CORP | US Foods Holding Corp | EC | 912008109 | Long | 1.638.973 $ | 0,58 | 17.531 |
| BURLINGTON STORES INC | Burlington Stores Inc | EC | 122017106 | Long | 1.581.809 $ | 0,56 | 4.943 |
| BWX TECHNOLOGIES INC | BWX Technologies Inc | EC | 05605H100 | Long | 1.572.723 $ | 0,56 | 7.268 |
| CARPENTER TECHNOLOGY CORP | Carpenter Technology Corp | EC | 144285103 | Long | 1.552.225 $ | 0,55 | 3.625 |
| ILLUMINA INC | Illumina Inc | EC | 452327109 | Long | 1.540.398 $ | 0,55 | 12.154 |
| API GROUP CORP | API Group Corp | EC | 00187Y100 | Long | 1.535.049 $ | 0,54 | 33.575 |
| MKS INC | MKS Inc | EC | 55306N104 | Long | 1.514.941 $ | 0,54 | 5.339 |
| RELIANCE INC | Reliance Steel & Aluminum Co | EC | 759509102 | Long | 1.506.550 $ | 0,53 | 4.156 |
| RBC BEARINGS INC | RBC Bearings Inc | EC | 75524B104 | Long | 1.505.513 $ | 0,53 | 2.513 |
| TALEN ENERGY CORP | Talen Energy Corp | EC | 87422Q109 | Long | 1.491.170 $ | 0,53 | 4.004 |
| ITT INC | ITT Inc | EC | 45073V108 | Long | 1.465.228 $ | 0,52 | 6.836 |
| NEXTPOWER INC | NEXTracker Inc | EC | 65290E101 | Long | 1.405.972 $ | 0,50 | 11.802 |
| 44.180.932 $ | 15,68 | 280.735 |