| 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 | ||||
| 201.839.246 $ | +23.030.265 $ | +13,8 % | 8 | 147.359.767 $ | +14.235.721 $ | +10,9 % | 6 | 151.407.028 $ | +7.119.633 $ | +6,2 % | 7 | 91.442.328 $ | +3.534.055 $ | +8,8 % | 4 | ||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 34.530.555 $ | +5.849.387 $ | +20,4 % | 1 | 28.681.168 $ | +7.792.220 $ | +37,3 % | 1 | 20.888.948 $ | +2.746.945 $ | +15,1 % | 1 | ||||
| FTAI Finance Holdco Ltd. | → 0 | 32.680.295 $ | +3.235.705 $ | +11,0 % | 1 | 29.444.590 $ | +4.323.184 $ | +17,2 % | 1 | 25.121.406 $ | +3.294.616 $ | +15,1 % | 1 | 21.826.790 $ | +6.137.865 $ | +39,1 % | 1 | ||
| DEERE & CO | DE | → 0 | Neutral | 29.205.188 $ | +3.077.644 $ | +11,8 % | 1 | 26.127.544 $ | +3.985.035 $ | +18,0 % | 1 | 22.142.509 $ | +146.474 $ | +0,7 % | 1 | 21.996.035 $ | -2.668.781 $ | -10,8 % | 1 |
| COPART INC | CPRT | → 0 | Stark | 18.161.238 $ | -2.970.828 $ | -14,1 % | 1 | 21.132.066 $ | -2.755.698 $ | -11,5 % | 1 | 23.887.764 $ | -3.623.623 $ | -13,2 % | 1 | 27.511.387 $ | -2.676.870 $ | -8,9 % | 1 |
| CUMMINS INC | CMI | → 0 | Stark | 26.495.752 $ | +6.085.963 $ | +29,8 % | 1 | 20.409.789 $ | +341.447 $ | +1,7 % | 1 | 20.068.342 $ | +3.006.706 $ | +17,6 % | 1 | ||||
| TJX COMPANIES INC /DE/ | TJX | → 0 | Neutral | 20.243.582 $ | -1.321.028 $ | -6,1 % | 1 | 21.564.610 $ | +549.533 $ | +2,6 % | 1 | 21.015.077 $ | +906.961 $ | +4,5 % | 1 | 20.108.116 $ | +2.741.841 $ | +15,8 % | 1 |
| FEDERAL AGRICULTURAL MORTGAGE CORP | AGM | → 0 | Neutral | 20.764.532 $ | +5.374.258 $ | +34,9 % | 1 | 18.282.982 $ | +641.554 $ | +3,6 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 19.758.104 $ | +3.699.164 $ | +23,0 % | 1 | ||||||||||||
| 201.839.246 $ | +23.030.265 $ | +13,8 % | 8 | 147.359.767 $ | +14.235.721 $ | +10,9 % | 6 | 151.407.028 $ | +7.119.633 $ | +6,2 % | 7 | 91.442.328 $ | +3.534.055 $ | +8,8 % | 4 | ||||