| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 3.338.807.724 $ | +306.607.949 $ | -7,3 % | 3.075.431.264 $ | +147.874.101 $ | -3,7 % | 2.927.557.163 $ | +211.769.147 $ | +13,6 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 2.522.877.039 $ | +302.383.046 $ | +13,6 % | 2.220.493.993 $ | +117.716.884 $ | +5,6 % | 2.102.777.109 $ | +75.520.466 $ | +3,7 % |
| AXCELIS TECHNOLOGIES INC | ACLS | 127.733.577 $ | -29.500.504 $ | -18,8 % | 157.234.081 $ | +51.405.805 $ | +48,6 % | 105.828.276 $ | +34.252.695 $ | +47,9 % |
| Silicon Motion Technology CORP | SIMO | 145.851.334 $ | +3.546.501 $ | +2,5 % | 142.304.833 $ | +31.684.994 $ | +28,6 % | 110.619.839 $ | +41.641.291 $ | +60,4 % |
| FORMFACTOR INC | FORM | 120.058.726 $ | +32.473.496 $ | +37,1 % | 87.585.230 $ | +22.044.140 $ | +33,6 % | 65.541.090 $ | +32.848.878 $ | +100,5 % |
| ASSURED GUARANTY LTD | AGO | 113.479.985 $ | +17.794.928 $ | +18,6 % | 95.685.057 $ | -3.470.524 $ | -3,5 % | 99.155.581 $ | -821.221 $ | -0,8 % |
| WINTRUST FINANCIAL CORP | WTFC | 73.347.837 $ | -7.618.192 $ | -9,4 % | 80.966.029 $ | -12.204.372 $ | -13,1 % | 93.170.401 $ | +17.853.890 $ | +23,7 % |
| AIR LEASE CORP | AL | 43.231.489 $ | -20.105.735 $ | -31,7 % | 63.337.224 $ | -22.356.502 $ | -26,1 % | |||
| PAR TECHNOLOGY CORP | PAR | 47.522.227 $ | +11.912.465 $ | +33,5 % | 35.609.762 $ | -25.699.864 $ | -41,9 % | 61.309.626 $ | +8.628.177 $ | +16,4 % |
| ASGN Inc | ASGN | 58.138.968 $ | +7.358.846 $ | +14,5 % | 50.780.122 $ | -119.449 $ | -0,2 % | 50.899.571 $ | +8.929.056 $ | +21,3 % |
| Encompass Health Corp | EHC | 39.566.922 $ | -6.486.421 $ | -14,1 % | 46.053.343 $ | -9.514.620 $ | -17,1 % | 55.567.963 $ | -1.449.485 $ | -2,5 % |
| Element Solutions Inc | ESI | 31.160.823 $ | -10.473.256 $ | -25,2 % | 41.634.079 $ | +4.247.164 $ | +11,4 % | 37.386.915 $ | +16.353.749 $ | +77,8 % |
| TransUnion | TRU | 9.110.376 $ | -1.035.530 $ | -10,2 % | 10.145.906 $ | -1.014.662 $ | -9,1 % | 11.160.568 $ | -87.317 $ | -0,8 % |
| XCEL ENERGY INC | XEL | 6.288.178 $ | -3.216.171 $ | -33,8 % | 9.504.349 $ | +1.054.670 $ | +12,5 % | 8.449.679 $ | -1.109.147 $ | -11,6 % |
| MICROCHIP TECHNOLOGY INC | MCHP | 5.708.751 $ | -2.127.722 $ | -27,2 % | 7.836.473 $ | -1.197.715 $ | -13,3 % | 9.034.188 $ | +2.459.044 $ | +37,4 % |
| LKQ CORP | LKQ | 4.963.124 $ | -2.037.239 $ | -29,1 % | 7.000.363 $ | -1.954.354 $ | -21,8 % | 8.954.717 $ | -2.229.589 $ | -19,9 % |
| CAMDEN PROPERTY TRUST | CPT | 5.967.450 $ | -1.877.202 $ | -23,9 % | 7.844.652 $ | -867.233 $ | -10,0 % | 8.711.885 $ | -1.560.349 $ | -15,2 % |
| Allison Transmission Holdings Inc | ALSN | 6.039.891 $ | -1.053.127 $ | -14,8 % | 7.093.018 $ | -1.291.469 $ | -15,4 % | 8.384.487 $ | -847.455 $ | -9,2 % |
| SMITH A O CORP | AOS | 6.349.473 $ | -1.356.228 $ | -17,6 % | 7.705.701 $ | +541.456 $ | +7,6 % | 7.164.245 $ | +7.164.245 $ | |
| DOLLAR GENERAL CORP | DG | 7.144.979 $ | +1.008.552 $ | +16,4 % | 6.136.427 $ | -1.259.411 $ | -17,0 % | 7.395.838 $ | +1.417.379 $ | +23,7 % |
| AMERICOLD REALTY TRUST | COLD | 3.525.281 $ | -1.198.361 $ | -25,4 % | 4.723.642 $ | -2.090.900 $ | -30,7 % | 6.814.542 $ | -2.694.052 $ | -28,3 % |
| GLOBAL PAYMENTS INC | GPN | 3.972.783 $ | -1.889.932 $ | -32,2 % | 5.862.715 $ | -30.704 $ | -0,5 % | 5.893.419 $ | -2.144.606 $ | -26,7 % |
| 3.338.807.724 $ | +306.607.949 $ | -7,3 % | 3.075.431.264 $ | +147.874.101 $ | -3,7 % | 2.927.557.163 $ | +211.769.147 $ | +13,6 % | ||