| 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 | ||||
| 150.766.832 $ | +19.124.431 $ | +16,7 % | 4 | 181.934.448 $ | -36.632.244 $ | -12,9 % | 5 | 358.438.935 $ | -13.038.962 $ | +1,6 % | 8 | 380.458.272 $ | +127.510.216 $ | +42,2 % | 8 | ||||
| RESIDEO TECHNOLOGIES, INC. | REZI | → 0 | Schwach | 37.590.999 $ | -13.151.501 $ | -25,9 % | 1 | 50.742.500 $ | -12.737.757 $ | -20,1 % | 1 | 63.480.257 $ | +37.864.384 $ | +147,8 % | 1 | ||||
| Everpure, Inc. | PSTG | → 0 | 39.199.837 $ | +12.240.697 $ | +45,4 % | 1 | 40.136.712 $ | -15.735.141 $ | -28,2 % | 1 | 55.871.853 $ | +14.407.689 $ | +34,7 % | 1 | |||||
| AAON, INC. | AAON | → 0 | Neutral | 35.589.865 $ | -6.135.279 $ | -14,7 % | 1 | 41.725.144 $ | -9.961.099 $ | -19,3 % | 1 | 51.686.243 $ | +19.958.108 $ | +62,9 % | 1 | ||||
| GLOBUS MEDICAL INC | GMED | → 0 | Schwach | 35.199.720 $ | -14.543.843 $ | -29,2 % | 1 | 49.743.563 $ | +17.546.942 $ | +54,5 % | 1 | ||||||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Schwach | 36.730.688 $ | -877.272 $ | -2,3 % | 1 | 37.607.960 $ | -10.557.823 $ | -21,9 % | 1 | 48.165.783 $ | -1.489.856 $ | -3,0 % | 1 | 49.655.639 $ | +9.452.412 $ | +23,5 % | 1 |
| Core & Main, Inc. | CNM | → 0 | Stark | 46.557.584 $ | -2.385.513 $ | -4,9 % | 1 | 48.943.097 $ | +5.591.459 $ | +12,9 % | 1 | ||||||||
| WORKIVA INC | WK | → 0 | Neutral | 40.913.205 $ | +4.728.530 $ | +13,1 % | 1 | 36.184.675 $ | +36.184.675 $ | 1 | |||||||||
| FEDERAL SIGNAL CORP /DE/ | FSS | → 0 | Neutral | 36.412.396 $ | +5.282.999 $ | +17,0 % | 1 | 40.454.444 $ | +6.994.932 $ | +20,9 % | 1 | ||||||||
| SiteOne Landscape Supply, Inc. | SITE | → 0 | Stark | 39.201.826 $ | +6.657.114 $ | +20,5 % | 1 | ||||||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 38.423.911 $ | +2.478.007 $ | +6,9 % | 1 | 35.945.904 $ | +7.756.202 $ | +27,5 % | 1 | ||||||||
| Installed Building Products, Inc. | IBP | → 0 | Neutral | 35.434.682 $ | -2.605.625 $ | -6,8 % | 1 | ||||||||||||
| 150.766.832 $ | +19.124.431 $ | +16,7 % | 4 | 181.934.448 $ | -36.632.244 $ | -12,9 % | 5 | 358.438.935 $ | -13.038.962 $ | +1,6 % | 8 | 380.458.272 $ | +127.510.216 $ | +42,2 % | 8 | ||||