| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.209.972.139 $ | -11.925.770 $ | -2,2 % | 1.221.897.909 $ | +148.339.236 $ | +28,5 % | 1.073.558.673 $ | +152.341.080 $ | +38,5 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 777.722.506 $ | -31.597.322 $ | -3,9 % | 809.319.828 $ | +75.876.269 $ | +10,3 % | 733.443.559 $ | +41.178.956 $ | +5,9 % |
| TOWER SEMICONDUCTOR LTD | TSEM | 53.694.757 $ | -2.798.149 $ | -5,0 % | 56.492.906 $ | +25.496.139 $ | +82,3 % | 30.996.767 $ | +6.704.640 $ | +27,6 % |
| OSI SYSTEMS INC | OSIS | 49.939.473 $ | +1.446.092 $ | +3,0 % | 48.493.381 $ | +4.092.076 $ | +9,2 % | 44.401.305 $ | -3.013.380 $ | -6,4 % |
| CELESTICA INC | CLS | 13.078.673 $ | -23.866.008 $ | -64,6 % | 36.944.681 $ | -10.845.897 $ | -22,7 % | 47.790.578 $ | +21.402.705 $ | +81,1 % |
| Silicon Motion Technology CORP | SIMO | 44.664.529 $ | -698.548 $ | -1,5 % | 45.363.077 $ | +12.870.469 $ | +39,6 % | 32.492.608 $ | +14.644.170 $ | +82,0 % |
| TTM TECHNOLOGIES INC | TTMI | 44.007.510 $ | +857.910 $ | +2,0 % | 43.149.600 $ | +17.325.847 $ | +67,1 % | 25.823.753 $ | +25.823.753 $ | |
| Fabrinet | FN | 39.914.853 $ | +7.685.727 $ | +23,8 % | 32.229.126 $ | -7.087.080 $ | -18,0 % | 39.316.206 $ | +19.505.360 $ | +98,5 % |
| TETRA TECH INC | TTEK | 37.786.265 $ | +5.094.294 $ | +15,6 % | 32.691.971 $ | +777.435 $ | +2,4 % | 31.914.536 $ | +15.829.347 $ | +98,4 % |
| MCGRATH RENTCORP | MGRC | 30.639.875 $ | -4.301.214 $ | -12,3 % | 34.941.089 $ | +11.122.209 $ | +46,7 % | 23.818.880 $ | +620.276 $ | +2,7 % |
| Blue Bird Corp | BLBD | 22.380.930 $ | -5.433.561 $ | -19,5 % | 27.814.491 $ | +8.503.412 $ | +44,0 % | 19.311.079 $ | +5.370.453 $ | +38,5 % |
| KORN FERRY | KFY | 27.151.517 $ | +4.029.985 $ | +17,4 % | 23.121.532 $ | -27.649 $ | -0,1 % | 23.149.181 $ | +1.402.883 $ | +6,5 % |
| EPLUS INC | PLUS | 24.681.411 $ | +24.681.411 $ | |||||||
| ALAMO GROUP INC | ALG | 15.622.989 $ | -2.690.239 $ | -14,7 % | 18.313.228 $ | +4.579.528 $ | +33,3 % | 13.733.700 $ | +2.505.757 $ | +22,3 % |
| SPS COMMERCE INC | SPSC | 17.114.647 $ | +4.091.648 $ | +31,4 % | 13.022.999 $ | +5.656.478 $ | +76,8 % | 7.366.521 $ | +366.160 $ | +5,2 % |
| UFP TECHNOLOGIES INC | UFPT | 11.572.204 $ | +11.572.204 $ | |||||||
| 1.209.972.139 $ | -11.925.770 $ | -2,2 % | 1.221.897.909 $ | +148.339.236 $ | +28,5 % | 1.073.558.673 $ | +152.341.080 $ | +38,5 % | ||