| 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 | ||||
| 1.881.184.797 $ | +530.875.378 $ | +40,6 % | 11 | 707.280.606 $ | +45.270.868 $ | +10,7 % | 5 | 707.679.649 $ | +51.742.728 $ | +12,4 % | 5 | 568.522.789 $ | +152.770.363 $ | +37,5 % | 4 | ||||
| Silicon Motion Technology CORP | SIMO | → 0 | Stark | 322.022.108 $ | +174.467.022 $ | +118,2 % | 1 | 147.555.086 $ | +1.703.752 $ | +1,2 % | 1 | 145.851.334 $ | +3.546.501 $ | +2,5 % | 1 | 142.304.833 $ | +31.684.994 $ | +28,6 % | 1 |
| Lantheus Holdings, Inc. | LNTH | → 0 | Stark | 177.436.919 $ | +58.739.760 $ | +49,5 % | 1 | ||||||||||||
| AXCELIS TECHNOLOGIES INC | ACLS | → 0 | Neutral | 175.937.874 $ | +21.633.578 $ | +14,0 % | 1 | 154.304.296 $ | +26.570.719 $ | +20,8 % | 1 | 127.733.577 $ | -29.500.504 $ | -18,8 % | 1 | 157.234.081 $ | +51.405.805 $ | +48,6 % | 1 |
| FIRST CITIZENS BANCSHARES INC /DE/ | FCNCA | → 0 | Neutral | 175.253.111 $ | +27.657.034 $ | +18,7 % | 1 | 147.596.077 $ | -19.444.466 $ | -11,6 % | 1 | 167.040.543 $ | +41.325.060 $ | +32,9 % | 1 | ||||
| Skyward Specialty Insurance Group, Inc. | SKWD | → 0 | Neutral | 168.889.425 $ | +47.424.249 $ | +39,0 % | 1 | ||||||||||||
| YETI Holdings, Inc. | YETI | → 0 | Neutral | 162.423.419 $ | +48.322.989 $ | +42,4 % | 1 | 134.081.237 $ | +45.758.363 $ | +51,8 % | 1 | ||||||||
| Paycom Software, Inc. | PAYC | → 0 | Neutral | 153.320.013 $ | +29.868.022 $ | +24,2 % | 1 | ||||||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 148.383.219 $ | +18.094.106 $ | +13,9 % | 1 | 130.289.113 $ | +41.877.787 $ | +47,4 % | 1 | 126.624.225 $ | +19.104.133 $ | +17,8 % | 1 | ||||
| InterDigital, Inc. | IDCC | → 0 | Neutral | 130.359.055 $ | +2.823.021 $ | +2,2 % | 1 | 127.536.034 $ | -5.436.924 $ | -4,1 % | 1 | 132.972.958 $ | -9.386.692 $ | -6,6 % | 1 | 142.359.650 $ | +50.575.431 $ | +55,1 % | 1 |
| INSPERITY, INC. | NSP | → 0 | Neutral | 136.491.866 $ | +56.785.569 $ | +71,2 % | 1 | ||||||||||||
| Frontdoor, Inc. | FTDR | → 0 | Neutral | 130.667.788 $ | +45.060.028 $ | +52,6 % | 1 | ||||||||||||
| 1.881.184.797 $ | +530.875.378 $ | +40,6 % | 11 | 707.280.606 $ | +45.270.868 $ | +10,7 % | 5 | 707.679.649 $ | +51.742.728 $ | +12,4 % | 5 | 568.522.789 $ | +152.770.363 $ | +37,5 % | 4 | ||||