| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.537.351.961 $ | +220.741.129 $ | +16,5 % | 9 | 1.262.226.132 $ | +94.076.299 $ | +10,4 % | 8 | 1.185.738.354 $ | +190.388.004 $ | +19,2 % | 8 | ||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 315.442.643 $ | +118.342.097 $ | +60,0 % | 1 | 197.100.546 $ | -15.613.462 $ | -7,3 % | 1 | 212.714.008 $ | +51.814.258 $ | +32,2 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 250.393.590 $ | -29.601.310 $ | -10,6 % | 1 | 279.994.900 $ | +13.097.710 $ | +4,9 % | 1 | 266.897.190 $ | +43.896.340 $ | +19,7 % | 1 |
| Fabrinet | FN | → 0 | Neutral | 276.666.360 $ | +35.140.320 $ | +14,5 % | 1 | 241.526.040 $ | +48.095.130 $ | +24,9 % | 1 | 193.430.910 $ | +36.808.490 $ | +23,5 % | 1 |
| ONTO INNOVATION INC. | ONTO | → 0 | Schwach | 226.076.961 $ | +48.352.174 $ | +27,2 % | 1 | 177.724.787 $ | +33.923.731 $ | +23,6 % | 1 | 143.801.056 $ | +31.482.216 $ | +28,0 % | 1 |
| JABIL INC | JBL | → 0 | Neutral | 145.538.677 $ | +18.326.319 $ | +14,4 % | 1 | 127.212.358 $ | +6.053.215 $ | +5,0 % | 1 | 121.159.143 $ | -518.847 $ | -0,4 % | 1 |
| EXTREME NETWORKS INC | EXTR | → 0 | Neutral | 78.942.292 $ | -3.849.833 $ | -4,6 % | 1 | 82.792.125 $ | -19.064.000 $ | -18,7 % | 1 | 101.856.125 $ | +12.420.250 $ | +13,9 % | 1 |
| DUCOMMUN INC /DE/ | DCO | → 0 | Neutral | 94.001.000 $ | +20.703.335 $ | +28,2 % | 1 | 73.297.665 $ | -770.500 $ | -1,0 % | 1 | 74.068.165 $ | -8.355.260 $ | -10,1 % | 1 |
| GLOBUS MEDICAL INC | GMED | → 0 | Schwach | 82.577.711 $ | +28.354.475 $ | +52,3 % | 1 | ||||||||
| EnerSys | ENS | → 0 | Neutral | 76.766.868 $ | +8.410.718 $ | +12,3 % | 1 | ||||||||
| VEECO INSTRUMENTS INC | VECO | → 0 | Neutral | 73.523.570 $ | +4.917.309 $ | +7,2 % | 1 | 71.811.757 $ | +22.840.557 $ | +46,6 % | 1 | ||||
| 1.537.351.961 $ | +220.741.129 $ | +16,5 % | 9 | 1.262.226.132 $ | +94.076.299 $ | +10,4 % | 8 | 1.185.738.354 $ | +190.388.004 $ | +19,2 % | 8 | ||||