| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 160.743.136 $ | +33.942.853 $ | +27,1 % | 7 | 99.269.240 $ | -1.613.674 $ | -0,8 % | 5 | 130.732.026 $ | +21.985.301 $ | +23,8 % | 7 | 104.779.805 $ | -9.938.303 $ | -8,4 % | 6 | ||||
| ACV Auctions Inc. | ACVA | → 0 | Neutral | 32.913.814 $ | +10.863.656 $ | +49,3 % | 1 | 22.050.158 $ | -1.922.841 $ | -8,0 % | 1 | 23.972.999 $ | +5.333.766 $ | +28,6 % | 1 | 18.639.233 $ | -1.335.583 $ | -6,7 % | 1 |
| HERBALIFE LTD. | HLF | → 0 | Neutral | 27.329.382 $ | +3.459.165 $ | +14,5 % | 1 | 23.870.217 $ | +199.266 $ | +0,8 % | 1 | 23.670.951 $ | +3.000.083 $ | +14,5 % | 1 | 20.670.868 $ | +1.463.275 $ | +7,6 % | 1 |
| Hilton Grand Vacations Inc. | HGV | → 0 | Schwach | 24.121.413 $ | +5.140.389 $ | +27,1 % | 1 | 18.981.024 $ | -1.826.115 $ | -8,8 % | 1 | 20.807.139 $ | +9.348.899 $ | +81,6 % | 1 | ||||
| PRECIGEN, INC. | PGEN | → 0 | Schwach | 22.982.189 $ | +9.078.324 $ | +65,3 % | 1 | 15.048.815 $ | +2.984.563 $ | +24,7 % | 1 | ||||||||
| Post Holdings, Inc. | POST | → 0 | Neutral | 19.849.056 $ | +1.859.601 $ | +10,3 % | 1 | 17.989.455 $ | +1.237.624 $ | +7,4 % | 1 | 16.751.831 $ | +3.953.005 $ | +30,9 % | 1 | ||||
| LITHIA MOTORS INC | LAD | → 0 | Neutral | 18.551.563 $ | +2.173.177 $ | +13,3 % | 1 | 16.378.386 $ | +698.392 $ | +4,5 % | 1 | 15.679.994 $ | +733.826 $ | +4,9 % | 1 | 14.946.168 $ | -3.083.623 $ | -17,1 % | 1 |
| Travel & Leisure Co. | TNL | → 0 | Neutral | 14.995.719 $ | +1.368.541 $ | +10,0 % | 1 | 14.800.297 $ | -3.368.841 $ | -18,5 % | 1 | 18.169.138 $ | -4.469.589 $ | -19,7 % | 1 | ||||
| Elevance Health, Inc. | ELV | → 0 | Schwach | 16.835.521 $ | -1.298.572 $ | -7,2 % | 1 | ||||||||||||
| RENTOKIL INITIAL PLC /FI | RTO | → 0 | Neutral | 15.518.877 $ | -1.214.211 $ | -7,3 % | 1 | ||||||||||||
| 160.743.136 $ | +33.942.853 $ | +27,1 % | 7 | 99.269.240 $ | -1.613.674 $ | -0,8 % | 5 | 130.732.026 $ | +21.985.301 $ | +23,8 % | 7 | 104.779.805 $ | -9.938.303 $ | -8,4 % | 6 | ||||