| 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 | ||||
| 904.797.447 $ | +98.326.440 $ | +14,2 % | 7 | 1.025.783.255 $ | -12.717.226 $ | -0,9 % | 8 | 1.285.948.357 $ | +101.087.867 $ | +57,2 % | 10 | ||||
| EMCOR Group, Inc. | EME | → 0 | Neutral | 156.419.833 $ | +3.080.176 $ | +2,0 % | 1 | 153.339.657 $ | -18.292.844 $ | -10,7 % | 1 | 171.632.501 $ | +21.605.484 $ | +14,4 % | 1 |
| JFrog Ltd | FROG | → 0 | Schwach | 155.849.755 $ | +18.781.838 $ | +13,7 % | 1 | 137.067.917 $ | -12.180.776 $ | -8,2 % | 1 | ||||
| MONOLITHIC POWER SYSTEMS INC | MPWR | → 0 | Neutral | 151.800.714 $ | +24.657.440 $ | +19,4 % | 1 | 127.143.274 $ | -2.677.093 $ | -2,1 % | 1 | 129.820.367 $ | +21.644.145 $ | +20,0 % | 1 |
| Cencora, Inc. | COR | → 0 | Stark | 132.589.070 $ | -10.287.962 $ | -7,2 % | 1 | 142.877.032 $ | +4.238.411 $ | +3,1 % | 1 | 138.638.621 $ | -1.059.395 $ | -0,8 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 129.005.159 $ | -1.380.090 $ | -1,1 % | 1 | ||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Neutral | 127.134.351 $ | +18.607.604 $ | +17,1 % | 1 | 108.526.747 $ | +3.976.240 $ | +3,8 % | 1 | ||||
| IDEXX LABORATORIES INC /DE | IDXX | → 0 | Neutral | 113.150.319 $ | -10.115.840 $ | -8,2 % | 1 | 123.266.159 $ | +15.313.789 $ | +14,2 % | 1 | ||||
| CyberArk Software Ltd. | → 0 | 107.677.546 $ | -14.160.322 $ | -11,6 % | 1 | 121.837.868 $ | -2.442.814 $ | -2,0 % | 1 | ||||||
| Karman Holdings Inc. | KRMN | → 0 | Neutral | 117.218.925 $ | +5.532.384 $ | +5,0 % | 1 | 111.686.541 $ | +94.809.569 $ | +561,8 % | 1 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 115.595.918 $ | +21.943.612 $ | +23,4 % | 1 | ||||||||
| Cheniere Energy, Inc. | LNG | → 0 | Stark | 109.218.089 $ | +19.067.588 $ | +21,2 % | 1 | 115.212.104 $ | -9.635.730 $ | -7,7 % | 1 | ||||
| CURTISS WRIGHT CORP | CW | → 0 | Stark | 112.039.472 $ | +21.257.982 $ | +23,4 % | 1 | ||||||||
| HUBSPOT INC | HUBS | → 0 | Neutral | 107.781.120 $ | -25.586.315 $ | -19,2 % | 1 | ||||||||
| 904.797.447 $ | +98.326.440 $ | +14,2 % | 7 | 1.025.783.255 $ | -12.717.226 $ | -0,9 % | 8 | 1.285.948.357 $ | +101.087.867 $ | +57,2 % | 10 | ||||