| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 5.758.773 $ | +594.816 $ | +11,5 % | 4 | 42.408.119 $ | -14.355.456 $ | -24,2 % | 21 | ||||
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Schwach | 3.703.774 $ | -1.398.201 $ | -27,4 % | 1 | ||||
| FirstCash Holdings, Inc. | FCFS | → 0 | Sehr stark | 2.575.434 $ | -773.336 $ | -23,1 % | 1 | ||||
| OPPENHEIMER HOLDINGS INC | OPY | → 0 | Stark | 2.496.532 $ | -752.112 $ | -23,2 % | 1 | ||||
| Sally Beauty Holdings, Inc. | SBH | → 0 | Stark | 2.424.776 $ | +253.611 $ | +11,7 % | 1 | ||||
| PLEXUS CORP | PLXS | → 0 | Neutral | 2.417.481 $ | -955.121 $ | -28,3 % | 1 | ||||
| Envista Holdings Corp | NVST | → 0 | Stark | 2.402.479 $ | -993.342 $ | -29,3 % | 1 | ||||
| SCANSOURCE, INC. | SCSC | → 0 | Neutral | 2.353.245 $ | -597.580 $ | -20,3 % | 1 | ||||
| BOX INC | BOX | → 0 | Neutral | 2.225.274 $ | -1.255.487 $ | -36,1 % | 1 | ||||
| Janus Henderson Group Ltd. | JHG | → 0 | 2.066.555 $ | -740.063 $ | -26,4 % | 1 | |||||
| JBT MAREL Corp | JBTM | → 0 | Neutral | 2.031.751 $ | -321.016 $ | -13,6 % | 1 | ||||
| Viking Therapeutics, Inc. | VKTX | → 0 | Neutral | 2.011.839 $ | -1.084.737 $ | -35,0 % | 1 | ||||
| BRINKS CO | BCO | → 0 | Neutral | 1.860.761 $ | -275.055 $ | -12,9 % | 1 | ||||
| G III APPAREL GROUP LTD /DE/ | GIII | → 0 | Stark | 1.850.565 $ | -411.051 $ | -18,2 % | 1 | ||||
| MASTEC INC | MTZ | → 0 | Schwach | 1.772.707 $ | -1.134.828 $ | -39,0 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 1.721.500 $ | +384.450 $ | +28,8 % | 1 | 1.337.050 $ | -361.907 $ | -21,3 % | 1 |
| Live Oak Bancshares, Inc. | LOB | → 0 | Stark | 1.700.210 $ | -419.612 $ | -19,8 % | 1 | ||||
| TEREX CORP | TEX | → 0 | Stark | 1.689.207 $ | -720.372 $ | -29,9 % | 1 | ||||
| WD 40 CO | WDFC | → 0 | Stark | 1.430.822 $ | -984.880 $ | -40,8 % | 1 | ||||
| WESCO INTERNATIONAL INC | WCC | → 0 | Stark | 1.397.381 $ | -479.805 $ | -25,6 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 1.363.106 $ | +86.391 $ | +6,8 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 1.349.514 $ | -579 $ | -0,0 % | 1 | 1.350.093 $ | -752.596 $ | -35,8 % | 1 |
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 1.324.653 $ | +124.554 $ | +10,4 % | 1 | ||||
| ENERGIZER HOLDINGS, INC. | ENR | → 0 | Stark | 1.310.183 $ | -197.966 $ | -13,1 % | 1 | ||||
| 5.758.773 $ | +594.816 $ | +11,5 % | 4 | 42.408.119 $ | -14.355.456 $ | -24,2 % | 21 | ||||