| 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 | ||||
| 579.560.269 $ | +62.483.112 $ | +13,7 % | 6 | 940.978.876 $ | +219.031.463 $ | +159,1 % | 10 | 854.791.581 $ | +88.560.413 $ | +12,8 % | 9 | ||||
| PARSONS CORP | PSN | → 0 | Neutral | 91.713.610 $ | -13.655.073 $ | -13,0 % | 1 | 105.368.683 $ | +13.697.867 $ | +14,9 % | 1 | ||||
| AFFILIATED MANAGERS GROUP, INC. | AMG | → 0 | Neutral | 101.341.572 $ | +16.639.171 $ | +19,6 % | 1 | ||||||||
| MSA Safety Inc | MSA | → 0 | Stark | 99.586.345 $ | -685.796 $ | -0,7 % | 1 | 100.272.141 $ | +12.453.635 $ | +14,2 % | 1 | ||||
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 99.921.268 $ | +23.151.196 $ | +30,2 % | 1 | ||||||||
| First American Financial Corp | FAF | → 0 | Neutral | 93.041.357 $ | -6.388.673 $ | -6,4 % | 1 | 99.430.030 $ | +18.179.567 $ | +22,4 % | 1 | ||||
| VALVOLINE INC | VVV | → 0 | Stark | 99.098.651 $ | +10.997.536 $ | +12,5 % | 1 | ||||||||
| TIMKEN CO | TKR | → 0 | Schwach | 93.546.895 $ | -5.361.465 $ | -5,4 % | 1 | 98.908.360 $ | +14.862.608 $ | +17,7 % | 1 | ||||
| Axalta Coating Systems Ltd. | AXTA | → 0 | Neutral | 98.157.457 $ | +86.903.873 $ | +772,2 % | 1 | ||||||||
| Southwest Gas Holdings, Inc. | SWX | → 0 | Stark | 96.183.614 $ | +22.400.933 $ | +30,4 % | 1 | ||||||||
| BRINKS CO | BCO | → 0 | Stark | 96.169.470 $ | +21.699.467 $ | +29,1 % | 1 | ||||||||
| COLUMBIA BANKING SYSTEM, INC. | COLB | → 0 | Neutral | 93.103.798 $ | +82.138.918 $ | +749,1 % | 1 | ||||||||
| BRUNSWICK CORP | BC | → 0 | Stark | 92.393.759 $ | +17.623.463 $ | +23,6 % | 1 | ||||||||
| MKS INC | MKSI | → 0 | Neutral | 92.104.931 $ | -6.390.438 $ | -6,5 % | 1 | ||||||||
| STIFEL FINANCIAL CORP | SF | → 0 | Stark | 91.273.609 $ | +4.288.982 $ | +4,9 % | 1 | ||||||||
| COPT DEFENSE PROPERTIES | CDP | → 0 | Neutral | 91.223.496 $ | +11.980.708 $ | +15,1 % | 1 | ||||||||
| WINTRUST FINANCIAL CORP | WTFC | → 0 | Neutral | 91.073.714 $ | +1.222.975 $ | +1,4 % | 1 | 89.850.739 $ | +4.742.436 $ | +5,6 % | 1 | ||||
| HERC HOLDINGS INC | HRI | → 0 | Neutral | 91.041.071 $ | +19.580.755 $ | +27,4 % | 1 | ||||||||
| Madison Square Garden Entertainment Corp. | MSGE | → 0 | Neutral | 90.422.771 $ | +9.467.093 $ | +11,7 % | 1 | ||||||||
| ATI INC | ATI | → 0 | Schwach | 90.219.074 $ | +18.847.753 $ | +26,4 % | 1 | ||||||||
| Evercore Inc. | EVR | → 0 | Stark | 89.884.311 $ | -8.322.503 $ | -8,5 % | 1 | ||||||||
| 579.560.269 $ | +62.483.112 $ | +13,7 % | 6 | 940.978.876 $ | +219.031.463 $ | +159,1 % | 10 | 854.791.581 $ | +88.560.413 $ | +12,8 % | 9 | ||||