| 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 | ||||
| 635.744.505 $ | +68.758.103 $ | +13,7 % | 8 | 644.794.207 $ | +30.810.247 $ | +7,2 % | 9 | 571.784.863 $ | +76.773.605 $ | +16,6 % | 8 | ||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | Sehr stark | 96.314.203 $ | +19.898.570 $ | +26,0 % | 1 | 76.415.633 $ | +21.966.451 $ | +40,3 % | 1 | ||||
| MUELLER INDUSTRIES INC | MLI | → 0 | Stark | 86.943.431 $ | -7.095.105 $ | -7,5 % | 1 | 94.038.536 $ | +5.358.584 $ | +6,0 % | 1 | 88.679.952 $ | +13.394.009 $ | +17,8 % | 1 |
| EMCOR Group, Inc. | EME | → 0 | Neutral | 84.539.750 $ | +6.346.869 $ | +8,1 % | 1 | 78.192.881 $ | -14.109.380 $ | -15,3 % | 1 | 92.302.261 $ | +9.309.642 $ | +11,2 % | 1 |
| Magnolia Oil & Gas Corp | MGY | → 0 | Neutral | 88.815.210 $ | +24.482.590 $ | +38,1 % | 1 | 64.332.620 $ | -6.617.416 $ | -9,3 % | 1 | 70.950.036 $ | +3.199.796 $ | +4,7 % | 1 |
| Jazz Pharmaceuticals plc | JAZZ | → 0 | Neutral | 76.965.125 $ | +9.495.825 $ | +14,1 % | 1 | 67.469.300 $ | +15.495.007 $ | +29,8 % | 1 | ||||
| NorthWestern Energy Group, Inc. | NWE | → 0 | Neutral | 74.648.417 $ | -202.088 $ | -0,3 % | 1 | 74.850.505 $ | +5.867.654 $ | +8,5 % | 1 | 68.982.851 $ | +10.228.459 $ | +17,4 % | 1 |
| PIPER SANDLER COMPANIES | PIPR | → 0 | Stark | 63.619.621 $ | -2.101.029 $ | -3,2 % | 1 | 65.720.650 $ | +11.577.777 $ | +21,4 % | 1 | ||||
| Adeia Inc. | ADEA | → 0 | Neutral | 64.546.189 $ | +14.674.170 $ | +29,4 % | 1 | ||||||||
| WEBSTER FINANCIAL CORP | WBS | → 0 | Sehr stark | 64.060.203 $ | +3.719.916 $ | +6,2 % | 1 | ||||||||
| OSI SYSTEMS INC | OSIS | → 0 | Neutral | 63.960.905 $ | +4.900.186 $ | +8,3 % | 1 | ||||||||
| GRANITE CONSTRUCTION INC | GVA | → 0 | 62.972.180 $ | +1.157.272 $ | +1,9 % | 1 | 61.814.908 $ | +1.230.460 $ | +2,0 % | 1 | 60.584.448 $ | +7.656.227 $ | +14,5 % | 1 | |
| LSI INDUSTRIES INC | LYTS | → 0 | Stark | 60.603.760 $ | +16.507.509 $ | +37,4 % | 1 | ||||||||
| 635.744.505 $ | +68.758.103 $ | +13,7 % | 8 | 644.794.207 $ | +30.810.247 $ | +7,2 % | 9 | 571.784.863 $ | +76.773.605 $ | +16,6 % | 8 | ||||