| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 7.678.100.997 $ | +75.376.556 $ | +4,1 % | 7.712.987.304 $ | +172.549.432 $ | +4,5 % | 7.573.387.794 $ | +666.775.228 $ | +9,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 5.137.812.058 $ | -8.054.825 $ | -0,2 % | 5.145.866.883 $ | -7.314.555 $ | -0,1 % | 5.153.181.438 $ | +404.258.934 $ | +8,5 % |
| AeroVironment Inc | AVAV | 99.853.885 $ | -62.945.505 $ | -38,7 % | 162.799.390 $ | -17.825.856 $ | -9,9 % | 180.625.246 $ | +89.624.992 $ | +98,5 % |
| RBC Bearings INC | RBC | 122.110.628 $ | +16.058.687 $ | +15,1 % | 106.051.941 $ | -3.816.155 $ | -3,5 % | 109.868.096 $ | +11.327.321 $ | +11,5 % |
| HEICO CORP | HEI | 102.040.789 $ | -6.323.006 $ | -5,8 % | 108.363.795 $ | -10.210.721 $ | -8,6 % | 118.574.516 $ | +4.119.915 $ | +3,6 % |
| REPLIGEN CORP | RGEN | 107.674.208 $ | +27.691.961 $ | +34,6 % | 79.982.247 $ | +14.950.537 $ | +23,0 % | 65.031.710 $ | -3.619.614 $ | -5,3 % |
| TechnipFMC plc | FTI | 73.696.269 $ | -19.345.333 $ | -20,8 % | 93.041.602 $ | -13.188.544 $ | -12,4 % | 106.230.146 $ | -2.770.620 $ | -2,5 % |
| ICON PLC | ICLR | 98.944.731 $ | +14.926.531 $ | +17,8 % | 84.018.200 $ | +23.679.722 $ | +39,2 % | 60.338.478 $ | -14.701.434 $ | -19,6 % |
| LIGAND PHARMACEUTICALS INC | LGND | 94.731.633 $ | -3.499.937 $ | -3,6 % | 98.231.570 $ | +29.476.428 $ | +42,9 % | 68.755.142 $ | +4.911.821 $ | +7,7 % |
| Vertiv Holdings Co | VRT | 97.313.413 $ | +2.753.460 $ | +2,9 % | 94.559.953 $ | +12.982.621 $ | +15,9 % | 81.577.332 $ | +33.256.832 $ | +68,8 % |
| PIPER SANDLER COMPANIES | PIPR | 94.791.659 $ | -2.154.571 $ | -2,2 % | 96.946.230 $ | +19.250.327 $ | +24,8 % | 77.695.903 $ | +15.655.339 $ | +25,2 % |
| MANHATTAN ASSOCIATES INC | MANH | 75.355.015 $ | -13.697.111 $ | -15,4 % | 89.052.126 $ | -1.378.471 $ | -1,5 % | 90.430.597 $ | +13.044.686 $ | +16,9 % |
| DOMINOS PIZZA INC | DPZ | 75.516.113 $ | -2.324.222 $ | -3,0 % | 77.840.335 $ | -8.614.935 $ | -10,0 % | 86.455.270 $ | -6.639.867 $ | -7,1 % |
| TYLER TECHNOLOGIES INC | TYL | 61.521.120 $ | -9.092.924 $ | -12,9 % | 70.614.044 $ | -13.399.091 $ | -15,9 % | 84.013.135 $ | -3.326.178 $ | -3,8 % |
| RESMED INC | RMD | 65.850.968 $ | -12.167.283 $ | -15,6 % | 78.018.251 $ | -5.645.731 $ | -6,7 % | 83.663.982 $ | +3.529.040 $ | +4,4 % |
| CIENA CORP | CIEN | 71.683.961 $ | -7.196.927 $ | -9,1 % | 78.880.888 $ | +24.296.096 $ | +44,5 % | 54.584.792 $ | +13.441.812 $ | +32,7 % |
| DEXCOM INC | DXCM | 69.210.702 $ | +11.267.283 $ | +19,4 % | 57.943.419 $ | -18.682.536 $ | -24,4 % | 76.625.955 $ | +19.188.329 $ | +33,4 % |
| ENCORE CAPITAL GROUP INC | ECPG | 70.962.023 $ | +16.355.584 $ | +30,0 % | 54.606.439 $ | +6.264.191 $ | +13,0 % | 48.342.248 $ | +9.110.022 $ | +23,2 % |
| Viking Holdings Ltd | VIK | 68.278.457 $ | +25.582.431 $ | +59,9 % | 42.696.026 $ | +10.269.434 $ | +31,7 % | 32.426.592 $ | +32.426.592 $ | |
| BIO-TECHNE Corp | TECH | 65.258.987 $ | +8.784.023 $ | +15,6 % | 56.474.964 $ | +12.972.806 $ | +29,8 % | 43.502.158 $ | -4.445.515 $ | -9,3 % |
| LATTICE SEMICONDUCTOR CORP | LSCC | 64.983.281 $ | +6.170.230 $ | +10,5 % | 58.813.051 $ | +16.794.328 $ | +40,0 % | 42.018.723 $ | -4.530.862 $ | -9,7 % |
| Fabrinet | FN | 62.874.168 $ | +12.517.958 $ | +24,9 % | 50.356.210 $ | +4.582.976 $ | +10,0 % | 45.773.234 $ | +14.708.466 $ | +47,3 % |
| MICROCHIP TECHNOLOGY INC | MCHP | 41.707.161 $ | -4.777.715 $ | -10,3 % | 46.484.876 $ | -7.575.610 $ | -14,0 % | 54.060.486 $ | +16.548.981 $ | +44,1 % |
| Sportradar Group AG | SRAD | 52.642.896 $ | +52.642.896 $ | |||||||
| Magnolia Oil & Gas Corp | MGY | 47.163.734 $ | -4.327.818 $ | -8,4 % | 51.491.552 $ | -116.841 $ | -0,2 % | 51.608.393 $ | -9.368.262 $ | -15,4 % |
| HUBBELL INC | HUBB | 50.741.788 $ | +1.763.043 $ | +3,6 % | 48.978.745 $ | -274.276 $ | -0,6 % | 49.253.021 $ | +6.842.603 $ | +16,1 % |
| COGNEX CORP | CGNX | 39.750.092 $ | -10.100.112 $ | -20,3 % | 49.850.204 $ | +18.288.994 $ | +57,9 % | 31.561.210 $ | +572.523 $ | +1,8 % |
| ANTERO RESOURCES Corp | AR | 40.937.446 $ | +1.148.676 $ | +2,9 % | 39.788.770 $ | -5.907.883 $ | -12,9 % | 45.696.653 $ | -2.617.500 $ | -5,4 % |
| INTEL CORP | INTC | 44.931.612 $ | +16.870.161 $ | +60,1 % | 28.061.451 $ | +1.426.414 $ | +5,4 % | 26.635.037 $ | +3.182.371 $ | +13,6 % |
| BALCHEM CORP | BCPC | 41.016.899 $ | +826.029 $ | +2,1 % | 40.190.870 $ | -3.650.104 $ | -8,3 % | 43.840.974 $ | -1.923.068 $ | -4,2 % |
| INSULET CORP | PODD | 40.092.620 $ | -3.383.665 $ | -7,8 % | 43.476.285 $ | +1.422.664 $ | +3,4 % | 42.053.621 $ | +10.610.800 $ | +33,7 % |
| Bloom Energy Corp | BE | 43.429.620 $ | +1.615.929 $ | +3,9 % | 41.813.691 $ | +41.813.691 $ | ||||
| EXACT SCIENCES CORP | EXAS | 31.981.853 $ | -11.322.589 $ | -26,1 % | 43.304.442 $ | +15.135.831 $ | +53,7 % | 28.168.611 $ | +28.168.611 $ | |
| POWER INTEGRATIONS INC | POWI | 26.581.397 $ | -2.623.448 $ | -9,0 % | 29.204.845 $ | -12.718.422 $ | -30,3 % | 41.923.267 $ | +4.604.979 $ | +12,3 % |
| SAIA INC | SAIA | 41.531.058 $ | +6.222.743 $ | +17,6 % | 35.308.315 $ | +4.130.719 $ | +13,2 % | 31.177.596 $ | -6.943.819 $ | -18,2 % |
| HOLOGIC INC | HOLX | 39.027.847 $ | -958.043 $ | -2,4 % | 39.985.890 $ | -7.263.898 $ | -15,4 % | |||
| TREX CO INC | TREX | 36.157.426 $ | -3.344.260 $ | -8,5 % | 39.501.686 $ | -3.806.867 $ | -8,8 % | |||
| AMBARELLA INC | AMBA | 33.786.996 $ | -5.616.139 $ | -14,3 % | 39.403.135 $ | +6.771.715 $ | +20,8 % | 32.631.420 $ | +7.477.744 $ | +29,7 % |
| Penumbra Inc | PEN | 37.562.592 $ | +37.562.592 $ | |||||||
| POOL CORP | POOL | 24.635.003 $ | -8.534.425 $ | -25,7 % | 33.169.428 $ | +567.681 $ | +1,7 % | 32.601.747 $ | -4.671.626 $ | -12,5 % |
| TANDEM DIABETES CARE INC | TNDM | 32.392.014 $ | -312.477 $ | -1,0 % | ||||||
| Bullish | BLSH | 32.198.892 $ | +5.118.525 $ | +18,9 % | 27.080.367 $ | +27.080.367 $ | ||||
| EZCORP INC | EZPW | 29.907.693 $ | -1.208.751 $ | -3,9 % | 31.116.444 $ | +7.907.710 $ | +34,1 % | 23.208.734 $ | -1.377.905 $ | -5,6 % |
| VSE CORP | VSEC | 30.052.132 $ | +1.042.421 $ | +3,6 % | 29.009.711 $ | +6.022.328 $ | +26,2 % | 22.987.383 $ | +1.925.058 $ | +9,1 % |
| COPART INC | CPRT | 17.716.119 $ | -2.530.454 $ | -12,5 % | 20.246.573 $ | -3.251.480 $ | -13,8 % | 23.498.053 $ | -9.386.736 $ | -28,5 % |
| FASTENAL CO | FAST | 19.690.226 $ | -3.197.674 $ | -14,0 % | 22.887.900 $ | +3.904.236 $ | +20,6 % | 18.983.664 $ | +338.550 $ | +1,8 % |
| RAMBUS INC | RMBS | 17.799.277 $ | -2.352.065 $ | -11,7 % | 20.151.342 $ | +7.659.568 $ | +61,3 % | 12.491.774 $ | +2.464.975 $ | +24,6 % |
| Simply Good Foods Co | SMPL | 13.263.461 $ | -3.812.924 $ | -22,3 % | 17.076.385 $ | +2.567.442 $ | +17,7 % | |||
| AGILYSYS INC | AGYS | 15.562.573 $ | +1.808.608 $ | +13,1 % | 13.753.965 $ | -1.422.537 $ | -9,4 % | 15.176.502 $ | +7.957.684 $ | +110,2 % |
| BIOLIFE SOLUTIONS INC | BLFS | 14.674.528 $ | -856.317 $ | -5,5 % | 15.530.845 $ | +4.077.618 $ | +35,6 % | 11.453.227 $ | +96.471 $ | +0,8 % |
| SPS COMMERCE INC | SPSC | 11.139.543 $ | -3.589.342 $ | -24,4 % | 14.728.885 $ | +373.472 $ | +2,6 % | |||
| LINDSAY CORP | LNN | 10.795.360 $ | -2.115.076 $ | -16,4 % | 12.910.436 $ | -421.582 $ | -3,2 % | 13.332.018 $ | +2.469.643 $ | +22,7 % |
| ROPER TECHNOLOGIES INC | ROP | 11.232.494 $ | -1.727.736 $ | -13,3 % | 12.960.230 $ | -3.608.147 $ | -21,8 % | |||
| Palo Alto Networks Inc | PANW | 9.951.958 $ | -911.983 $ | -8,4 % | 10.863.941 $ | -429.936 $ | -3,8 % | 11.293.877 $ | -190.366 $ | -1,7 % |
| HENRY SCHEIN INC | HSIC | 10.505.318 $ | +1.504.285 $ | +16,7 % | 9.001.033 $ | -1.572.955 $ | -14,9 % | 10.573.988 $ | -1.132.597 $ | -9,7 % |
| GULFPORT ENERGY CORP | GPOR | 10.392.012 $ | +1.704.791 $ | +19,6 % | 8.687.221 $ | +1.200.679 $ | +16,0 % | 7.486.542 $ | +7.486.542 $ | |
| PAR TECHNOLOGY CORP | PAR | 10.259.621 $ | +3.968.024 $ | +63,1 % | 6.291.597 $ | -848.172 $ | -11,9 % | 7.139.769 $ | +7.139.769 $ | |
| IMPINJ INC | PI | 10.149.307 $ | +3.688.037 $ | +57,1 % | 6.461.270 $ | +2.486.741 $ | +62,6 % | 3.974.529 $ | +3.974.529 $ | |
| HEALTHSTREAM INC | HSTM | 7.273.763 $ | -1.662.503 $ | -18,6 % | 8.936.266 $ | +101.207 $ | +1,1 % | 8.835.059 $ | -1.409.154 $ | -13,8 % |
| Netskope Inc | NTSK | 7.886.370 $ | +7.886.370 $ | |||||||
| MICROSOFT CORP | MSFT | 842.950 $ | +29.251 $ | +3,6 % | 813.699 $ | -412.417 $ | -33,6 % | 1.226.116 $ | +278.632 $ | +29,4 % |
| NVIDIA CORP | NVDA | 844.099 $ | -13.236 $ | -1,5 % | 857.335 $ | -240.538 $ | -21,9 % | 1.097.873 $ | +344.740 $ | +45,8 % |
| AMAZON COM INC | AMZN | 574.280 $ | +78.711 $ | +15,9 % | 495.569 $ | -240.923 $ | -32,7 % | 736.492 $ | +97.789 $ | +15,3 % |
| PALATIN TECHNOLOGIES INC | PTNT | 453.085 $ | -65.170 $ | -12,6 % | 518.255 $ | -58.788 $ | -10,2 % | 577.043 $ | -23.547.009 $ | -97,6 % |
| MERCADOLIBRE INC | MELI | 322.282 $ | -16.574 $ | -4,9 % | 338.856 $ | -217.847 $ | -39,1 % | 556.703 $ | +141.168 $ | +34,0 % |
| ALPHA PRO TECH LTD | APT | 547.750 $ | +231.963 $ | +73,5 % | 315.787 $ | -23.632 $ | -7,0 % | 339.419 $ | -1.253 $ | -0,4 % |
| RTX Corp | RTX | 253.642 $ | -52.124 $ | -17,0 % | 305.766 $ | +28.395 $ | +10,2 % | |||
| ASML HOLDING NV | ASML | 271.744 $ | +57.796 $ | +27,0 % | 213.948 $ | -75.354 $ | -26,0 % | 289.302 $ | +50.093 $ | +20,9 % |
| INTUITIVE SURGICAL INC | ISRG | 219.181 $ | -32.961 $ | -13,1 % | 252.142 $ | +22.337 $ | +9,7 % | |||
| 7.678.100.997 $ | +75.376.556 $ | +4,1 % | 7.712.987.304 $ | +172.549.432 $ | +4,5 % | 7.573.387.794 $ | +666.775.228 $ | +9,8 % | ||