| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|
| 869.833.857 $ | 9,75 | 14.607.267 | |||||
| Lumentum Holdings Inc | Lumentum Holdings Inc | EC | 55024U109 | Long | 81.741.871 $ | 0,92 | 95.609 |
| Viasat Inc | Viasat Inc | EC | 92552V100 | Long | 50.427.568 $ | 0,57 | 625.497 |
| Coherent Corp | Coherent Corp | EC | 19247G107 | Long | 48.019.121 $ | 0,54 | 132.844 |
| MKS Inc | MKS Inc | EC | 55306N104 | Long | 45.948.615 $ | 0,52 | 141.703 |
| Amkor Technology Inc | Amkor Technology Inc | EC | 031652100 | Long | 43.670.185 $ | 0,49 | 627.806 |
| TTM Technologies Inc | TTM Technologies Inc | EC | 87305R109 | Long | 38.620.736 $ | 0,43 | 222.316 |
| EchoStar Corp | EchoStar Corp | EC | 278768106 | Long | 37.756.165 $ | 0,42 | 292.253 |
| Compass Inc | Compass Inc | EC | 20464U100 | Long | 36.545.620 $ | 0,41 | 4.440.537 |
| Comfort Systems USA Inc | Comfort Systems USA Inc | EC | 199908104 | Long | 36.520.323 $ | 0,41 | 19.976 |
| EnerSys | EnerSys | EC | 29275Y102 | Long | 33.551.941 $ | 0,38 | 147.177 |
| Victoria's Secret & Co | Victoria's Secret & Co | EC | 926400102 | Long | 29.490.945 $ | 0,33 | 536.199 |
| ArcBest Corp | ArcBest Corp | EC | 03937C105 | Long | 28.960.100 $ | 0,32 | 211.867 |
| Saia Inc | Saia Inc | EC | 78709Y105 | Long | 28.870.782 $ | 0,32 | 61.119 |
| Littelfuse Inc | Littelfuse Inc | EC | 537008104 | Long | 28.835.292 $ | 0,32 | 61.763 |
| Liberty Energy Inc | Liberty Energy Inc | EC | 53115L104 | Long | 28.663.213 $ | 0,32 | 979.604 |
| Curtiss-Wright Corp | Curtiss-Wright Corp | EC | 231561101 | Long | 28.321.710 $ | 0,32 | 37.883 |
| Delek US Holdings Inc | Delek US Holdings Inc | EC | 24665A103 | Long | 28.097.961 $ | 0,32 | 631.273 |
| Terex Corp | Terex Corp | EC | 880779103 | Long | 27.556.026 $ | 0,31 | 473.634 |
| Entegris Inc | Entegris Inc | EC | 29362U104 | Long | 27.508.456 $ | 0,31 | 198.202 |
| Viavi Solutions Inc | Viavi Solutions Inc | EC | 925550105 | Long | 27.287.321 $ | 0,31 | 561.930 |
| Dycom Industries Inc | Dycom Industries Inc | EC | 267475101 | Long | 27.271.740 $ | 0,31 | 53.474 |
| Par Pacific Holdings Inc | Par Pacific Holdings Inc | EC | 69888T207 | Long | 26.677.404 $ | 0,30 | 475.025 |
| XPO Inc | XPO Inc | EC | 983793100 | Long | 26.672.197 $ | 0,30 | 124.491 |
| Southern Copper Corp | Southern Copper Corp | EC | 84265V105 | Long | 26.449.840 $ | 0,30 | 138.264 |
| Tronox Holdings PLC | Tronox Holdings PLC | EC | GB00BJT16S69 | Long | 26.368.727 $ | 0,30 | 3.316.821 |
| 869.833.857 $ | 9,75 | 14.607.267 |