| 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 | ||||
| 5.777.274.280 $ | +1.669.568.488 $ | +80,0 % | 7 | 4.168.694.792 $ | +647.860.667 $ | +1.186,6 % | 9 | 3.609.132.207 $ | +632.842.140 $ | +12,3 % | 9 | ||||
| QUANTA SERVICES, INC. | PWR | → 0 | Neutral | 2.749.404.317 $ | +635.795.367 $ | +30,1 % | 1 | 2.113.608.950 $ | +38.259.897 $ | +1,8 % | 1 | 2.075.349.053 $ | +186.215.999 $ | +9,9 % | 1 |
| DYCOM INDUSTRIES INC | DY | → 0 | Neutral | 1.393.675.082 $ | +5.473.754 $ | +0,4 % | 1 | 1.388.201.328 $ | +186.932.045 $ | +15,6 % | 1 | 1.201.269.283 $ | +268.231.031 $ | +28,7 % | 1 |
| MASTEC INC | MTZ | → 0 | Schwach | 1.151.324.390 $ | +803.532.390 $ | +231,0 % | 1 | 347.792.000 $ | +188.184.500 $ | +117,9 % | 1 | 159.607.500 $ | +159.607.500 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 198.567.534 $ | +128.402.870 $ | +183,0 % | 1 | 70.164.664 $ | +69.290.775 $ | +7.929,0 % | 1 | ||||
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 194.977.257 $ | +93.397.257 $ | +91,9 % | 1 | 101.580.000 $ | +101.580.000 $ | 1 | |||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 77.917.700 $ | +854.850 $ | +1,1 % | 1 | 77.062.850 $ | +55.009.850 $ | +249,4 % | 1 | 22.053.000 $ | -27.609.000 $ | -55,6 % | 1 |
| Shoals Technologies Group, Inc. | SHLS | → 0 | Schwach | 52.276.090 $ | +22.631.549 $ | +76,3 % | 1 | ||||||||
| EQT Corp | EQT | → 0 | Sehr stark | 31.088.000 $ | -481.400 $ | -1,5 % | 1 | 31.569.400 $ | +3.575.800 $ | +12,8 % | 1 | ||||
| RANGE RESOURCES CORP | RRC | → 0 | Stark | 28.208.000 $ | -1.904.000 $ | -6,3 % | 1 | 30.112.000 $ | -2.424.000 $ | -7,5 % | 1 | ||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Neutral | 19.530.000 $ | +19.530.000 $ | 1 | |||||||||
| Array Technologies, Inc. | ARRY | → 0 | Neutral | 17.365.881 $ | +3.083.261 $ | +21,6 % | 1 | ||||||||
| Cinemark Holdings, Inc. | CNK | → 0 | Neutral | 11.408.000 $ | +2.112.000 $ | +22,7 % | 1 | ||||||||
| DEVON ENERGY CORP/DE | DVN | → 0 | Neutral | 10.989.000 $ | +10.989.000 $ | 1 | |||||||||
| 5.777.274.280 $ | +1.669.568.488 $ | +80,0 % | 7 | 4.168.694.792 $ | +647.860.667 $ | +1.186,6 % | 9 | 3.609.132.207 $ | +632.842.140 $ | +12,3 % | 9 | ||||