| 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 | ||||
| 952.200.406 $ | +32.186.925 $ | +4,6 % | 7 | 1.087.878.179 $ | -10.620.974 $ | +7,0 % | 9 | 1.129.253.529 $ | +116.326.176 $ | +15,4 % | 9 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 244.869.282 $ | +20.662.347 $ | +9,2 % | 1 | 224.206.935 $ | -29.608.226 $ | -11,7 % | 1 | 253.815.161 $ | +17.425.963 $ | +7,4 % | 1 |
| AUTOZONE INC | AZO | → 0 | Neutral | 134.337.688 $ | -15.217.287 $ | -10,2 % | 1 | 149.554.975 $ | -42.613.455 $ | -22,2 % | 1 | 192.168.430 $ | +20.113.994 $ | +11,7 % | 1 |
| WESCO INTERNATIONAL INC | WCC | → 0 | Neutral | 152.423.304 $ | +1.315.047 $ | +0,9 % | 1 | 151.108.257 $ | +19.263.598 $ | +14,6 % | 1 | 131.844.659 $ | +15.826.305 $ | +13,6 % | 1 |
| EnerSys | ENS | → 0 | Neutral | 136.398.169 $ | +11.937.439 $ | +9,6 % | 1 | 124.460.730 $ | +27.586.234 $ | +28,5 % | 1 | 96.874.496 $ | +36.892.704 $ | +61,5 % | 1 |
| Royalty Pharma plc | RPRX | → 0 | Schwach | 125.962.648 $ | +12.794.666 $ | +11,3 % | 1 | 113.167.982 $ | +10.211.663 $ | +9,9 % | 1 | 102.956.319 $ | -1.046.762 $ | -1,0 % | 1 |
| ZEBRA TECHNOLOGIES CORP | ZBRA | → 0 | Stark | 75.523.669 $ | -19.113.969 $ | -20,2 % | 1 | 94.637.638 $ | -22.473.415 $ | -19,2 % | 1 | 117.111.053 $ | -5.866.307 $ | -4,8 % | 1 |
| OPEN TEXT CORP | OTEX | → 0 | Neutral | 75.745.209 $ | -11.865.063 $ | -13,5 % | 1 | 87.610.272 $ | +19.382.282 $ | +28,4 % | 1 | ||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 84.865.088 $ | +12.941.472 $ | +18,0 % | 1 | 71.923.616 $ | +10.819.578 $ | +17,7 % | 1 | ||||
| Element Solutions Inc | ESI | → 0 | Stark | 82.685.646 $ | +19.808.682 $ | +31,5 % | 1 | ||||||||
| EURONET WORLDWIDE, INC. | EEFT | → 0 | Neutral | 74.949.523 $ | +2.778.419 $ | +3,8 % | 1 | ||||||||
| DigitalBridge Group, Inc. | DBRG | → 0 | Neutral | 70.131.365 $ | +25.936.218 $ | +58,7 % | 1 | ||||||||
| 952.200.406 $ | +32.186.925 $ | +4,6 % | 7 | 1.087.878.179 $ | -10.620.974 $ | +7,0 % | 9 | 1.129.253.529 $ | +116.326.176 $ | +15,4 % | 9 | ||||