| 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 | ||||
| 3.291.689.579 $ | +282.481.236 $ | +10,3 % | 8 | 2.774.367.913 $ | +113.878.289 $ | +9,1 % | 7 | 4.026.199.594 $ | +226.759.098 $ | +15,5 % | 10 | ||||
| Amcor plc | AMCR | → 0 | Neutral | 544.049.984 $ | +44.765.515 $ | +9,0 % | 1 | 499.284.469 $ | +39.800.891 $ | +8,7 % | 1 | 459.483.578 $ | +125.334.413 $ | +37,5 % | 1 |
| HEALTHPEAK PROPERTIES, INC. | DOC | → 0 | Neutral | 479.782.024 $ | +3.037.995 $ | +0,6 % | 1 | 476.744.029 $ | +441.318 $ | +0,1 % | 1 | 476.302.711 $ | +71.183.224 $ | +17,6 % | 1 |
| KEYCORP /NEW/ | KEY | → 0 | Stark | 468.132.393 $ | -113.497.289 $ | -19,5 % | 1 | ||||||||
| Primoris Services Corp | PRIM | → 0 | Neutral | 424.385.459 $ | +47.217.352 $ | +12,5 % | 1 | 377.168.107 $ | -42.462.767 $ | -10,1 % | 1 | 419.630.874 $ | +241.656.693 $ | +135,8 % | 1 |
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 412.997.395 $ | +54.871.973 $ | +15,3 % | 1 | 358.125.422 $ | +152.584.940 $ | +74,2 % | 1 | ||||
| Allison Transmission Holdings Inc | ALSN | → 0 | Neutral | 397.376.006 $ | +72.968.553 $ | +22,5 % | 1 | ||||||||
| OLD NATIONAL BANCORP /IN/ | ONB | → 0 | Neutral | 332.735.791 $ | -22.060.012 $ | -6,2 % | 1 | 354.795.803 $ | -25.449.916 $ | -6,7 % | 1 | 380.245.719 $ | +15.021.517 $ | +4,1 % | 1 |
| FNB CORP/PA/ | FNB | → 0 | Neutral | 359.323.990 $ | -16.313.476 $ | -4,3 % | 1 | 375.637.466 $ | +22.958.133 $ | +6,5 % | 1 | ||||
| STERLING INFRASTRUCTURE, INC. | STRL | → 0 | Neutral | 375.172.350 $ | +41.909.494 $ | +12,6 % | 1 | ||||||||
| GRAPHIC PACKAGING HOLDING CO | GPK | → 0 | Stark | 366.554.067 $ | -13.115.989 $ | -3,5 % | 1 | ||||||||
| EXELIXIS, INC. | EXEL | → 0 | Stark | 366.376.513 $ | +17.450.420 $ | +5,0 % | 1 | 348.926.093 $ | +5.277.299 $ | +1,5 % | 1 | 343.648.794 $ | -43.134.550 $ | -11,2 % | 1 |
| CITIZENS FINANCIAL GROUP INC/RI | CFG | → 0 | Stark | 361.391.642 $ | -121.556.548 $ | -25,2 % | 1 | ||||||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 333.986.407 $ | +64.229.440 $ | +23,8 % | 1 | ||||||||
| 3.291.689.579 $ | +282.481.236 $ | +10,3 % | 8 | 2.774.367.913 $ | +113.878.289 $ | +9,1 % | 7 | 4.026.199.594 $ | +226.759.098 $ | +15,5 % | 10 | ||||