| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 626.386.177 $ | +539.509 $ | -7,0 % | 639.752.239 $ | -11.384.658 $ | +5,3 % | 655.504.158 $ | +74.654.112 $ | +6,0 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 452.741.999 $ | -25.354.070 $ | -5,3 % | 478.096.069 $ | -12.493.120 $ | -2,5 % | 490.589.189 $ | +44.803.508 $ | +10,1 % |
| JFrog Ltd | FROG | 5.507.098 $ | +424.329 $ | +8,3 % | 5.082.769 $ | -7.572.750 $ | -59,8 % | 12.655.519 $ | +1.642.655 $ | +14,9 % |
| SITIME Corp | SITM | 4.464.322 $ | -7.247.598 $ | -61,9 % | 11.711.920 $ | +2.787.703 $ | +31,2 % | 8.924.217 $ | +2.229.122 $ | +33,3 % |
| Fabrinet | FN | 8.500.988 $ | +1.581.959 $ | +22,9 % | 6.919.029 $ | -4.149.741 $ | -37,5 % | 11.068.770 $ | +3.230.981 $ | +41,2 % |
| Moelis & Co | MC | 9.716.536 $ | -450.843 $ | -4,4 % | 10.167.379 $ | +814.518 $ | +8,7 % | 9.352.861 $ | +150.715 $ | +1,6 % |
| Perella Weinberg Partners | PWP | 4.584.223 $ | -5.540.048 $ | -54,7 % | 10.124.271 $ | +2.470.305 $ | +32,3 % | 7.653.966 $ | +7.653.966 $ | |
| LINDSAY CORP | LNN | 10.092.067 $ | +2.361.133 $ | +30,5 % | 7.730.934 $ | +460.968 $ | +6,3 % | |||
| SEACOAST BANKING CORP OF FLORIDA | SBCF | 8.098.662 $ | +600.436 $ | +8,0 % | 7.498.226 $ | -2.214.540 $ | -22,8 % | 9.712.766 $ | +44.924 $ | +0,5 % |
| FLOWSERVE CORP | FLS | 9.610.518 $ | +2.117.087 $ | +28,3 % | 7.493.431 $ | -94.911 $ | -1,3 % | 7.588.342 $ | -1.545.715 $ | -16,9 % |
| INTERPARFUMS INC | IPAR | 5.678.266 $ | -929.623 $ | -14,1 % | 6.607.889 $ | -2.749.787 $ | -29,4 % | 9.357.676 $ | +834.165 $ | +9,8 % |
| MSA Safety Inc | MSA | 6.857.195 $ | -620.107 $ | -8,3 % | 7.477.302 $ | -1.601.819 $ | -17,6 % | 9.079.121 $ | +493.062 $ | +5,7 % |
| IMAX CORP | IMAX | 9.040.009 $ | +4.710.721 $ | +108,8 % | 4.329.288 $ | -1.477.165 $ | -25,4 % | 5.806.453 $ | -107.014 $ | -1,8 % |
| REPLIGEN CORP | RGEN | 8.872.527 $ | +1.525.222 $ | +20,8 % | 7.347.305 $ | +11.248 $ | +0,2 % | 7.336.057 $ | -765.696 $ | -9,5 % |
| SAIA INC | SAIA | 8.582.252 $ | +607.900 $ | +7,6 % | 7.974.352 $ | +3.914.094 $ | +96,4 % | 4.060.258 $ | +4.060.258 $ | |
| TOWER SEMICONDUCTOR LTD | TSEM | 7.928.198 $ | +4.211.689 $ | +113,3 % | 3.716.509 $ | +3.716.509 $ | ||||
| AZZ INC | AZZ | 7.606.243 $ | +7.606.243 $ | |||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | 6.728.008 $ | -105.856 $ | -1,5 % | 6.833.864 $ | -747.094 $ | -9,9 % | 7.580.958 $ | -1.179.870 $ | -13,5 % |
| ANGIODYNAMICS INC | ANGO | 7.342.618 $ | -65.460 $ | -0,9 % | 7.408.078 $ | +521.267 $ | +7,6 % | 6.886.811 $ | +2.248.236 $ | +48,5 % |
| Shift4 Payments, Inc. | FOUR | 8.249 $ | -5.405.262 $ | -99,8 % | 5.413.511 $ | -1.925.783 $ | -26,2 % | 7.339.294 $ | +834.361 $ | +12,8 % |
| COMMVAULT SYSTEMS INC | CVLT | 7.316.887 $ | +7.316.887 $ | |||||||
| Addus HomeCare Corp | ADUS | 6.224.754 $ | -684.976 $ | -9,9 % | 6.909.730 $ | -102.807 $ | -1,5 % | 7.012.537 $ | +519.024 $ | +8,0 % |
| Oddity Tech Ltd | ODD | 4.204.797 $ | -2.306.924 $ | -35,4 % | 6.511.721 $ | +1.307.385 $ | +25,1 % | 5.204.336 $ | +5.204.336 $ | |
| CECO ENVIRONMENTAL CORP | CECO | 5.855.844 $ | +534.730 $ | +10,0 % | 5.321.114 $ | +2.095.303 $ | +65,0 % | 3.225.811 $ | +3.225.811 $ | |
| Bloom Energy Corp | BE | 3.836.280 $ | -1.758.702 $ | -31,4 % | 5.594.982 $ | +574.844 $ | +11,5 % | 5.020.138 $ | -1.520.508 $ | -23,2 % |
| SENSIENT TECHNOLOGIES CORP | SXT | 4.561.742 $ | -50.610 $ | -1,1 % | 4.612.352 $ | -303.402 $ | -6,2 % | 4.915.754 $ | +4.915.754 $ | |
| FORMFACTOR INC | FORM | 4.813.702 $ | +4.813.702 $ | |||||||
| CHART INDUSTRIES INC | GTLS | 3.973.334 $ | -2.803.935 $ | -41,4 % | ||||||
| TREX CO INC | TREX | 3.813.504 $ | +816.731 $ | +27,3 % | 2.996.773 $ | -372.620 $ | -11,1 % | |||
| SEMTECH CORP | SMTC | 3.626.211 $ | +3.626.211 $ | |||||||
| CAMTEK LTD | CAMT | 3.535.759 $ | +3.535.759 $ | |||||||
| CENTRUS ENERGY CORP | LEU | 3.407.379 $ | +1.768.039 $ | +107,9 % | 1.639.340 $ | +1.639.340 $ | ||||
| ATI INC | ATI | 3.334.008 $ | +3.334.008 $ | |||||||
| ESCO TECHNOLOGIES INC | ESE | 2.996.306 $ | +2.996.306 $ | |||||||
| TELEDYNE TECHNOLOGIES INC | TDY | 787.546 $ | -226.303 $ | -22,3 % | 1.013.849 $ | +1.013.849 $ | ||||
| Penumbra Inc | PEN | 393.927 $ | +393.927 $ | |||||||
| TechnipFMC plc | FTI | 4.812 $ | -7.970 $ | -62,4 % | 12.782 $ | +1.623 $ | +14,5 % | 11.159 $ | +891 $ | +8,7 % |
| TopBuild Corp | BLD | 3.338 $ | -6.043 $ | -64,4 % | 9.381 $ | +1.611 $ | +20,7 % | 7.770 $ | +451 $ | +6,2 % |
| DEXCOM INC | DXCM | 2.257 $ | -4.607 $ | -67,1 % | 6.864 $ | -992 $ | -12,6 % | 7.856 $ | +1.710 $ | +27,8 % |
| ENTEGRIS INC | ENTG | 2.359 $ | -5.408 $ | -69,6 % | 7.767 $ | +992 $ | +14,6 % | 6.775 $ | -573 $ | -7,8 % |
| Viking Holdings Ltd | VIK | 4.285 $ | -1.309 $ | -23,4 % | 5.594 $ | +798 $ | +16,6 % | 4.796 $ | +1.218 $ | +34,0 % |
| 626.386.177 $ | +539.509 $ | -7,0 % | 639.752.239 $ | -11.384.658 $ | +5,3 % | 655.504.158 $ | +74.654.112 $ | +6,0 % | ||