| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 266.105.909 $ | +78.742.314 $ | +51,0 % | 11 | 135.114.763 $ | +11.312.702 $ | +22,1 % | 6 | 122.116.762 $ | +8.131.439 $ | +8,2 % | 5 | 83.902.319 $ | +21.436.784 $ | +121,0 % | 3 | ||||
| Cutler Capital Management, LLC | → 0 | 33.628.741 $ | -768.989 $ | -2,2 % | 1 | 34.397.730 $ | -8.674.323 $ | -20,1 % | 1 | 43.072.053 $ | +1.848.370 $ | +4,5 % | 1 | 41.223.683 $ | -62.504 $ | -0,2 % | 1 | ||
| MKS INC | MKSI | → 0 | Neutral | 36.133.270 $ | +15.891.070 $ | +78,5 % | 1 | 20.242.200 $ | +4.563.696 $ | +29,1 % | 1 | ||||||||
| GRANITE CONSTR INC | → 0 | 31.466.528 $ | +19.515.297 $ | +163,3 % | 1 | 24.677.599 $ | +12.862.077 $ | +108,9 % | 1 | 23.911.806 $ | +6.343.725 $ | +36,1 % | 1 | 23.000.236 $ | +17.768.361 $ | +339,6 % | 1 | ||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 25.013.662 $ | +9.486.582 $ | +61,1 % | 1 | ||||||||||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 23.766.765 $ | +12.189.265 $ | +105,3 % | 1 | ||||||||||||
| HALOZYME THERAPEUTICS, INC. | HALO | → 0 | Schwach | 20.403.060 $ | +2.448.060 $ | +13,6 % | 1 | 18.550.000 $ | -1.128.400 $ | -5,7 % | 1 | 19.678.400 $ | +3.730.927 $ | +23,4 % | 1 | ||||
| ETSY INC | → 0 | 19.973.449 $ | -11.493.079 $ | -36,5 % | 1 | ||||||||||||||
| FLUOR CORP | FLR | → 0 | Neutral | 19.713.319 $ | +2.635.795 $ | +15,4 % | 1 | ||||||||||||
| SG Americas Securities, LLC | → 0 | 19.237.989 $ | +19.237.989 $ | 1 | |||||||||||||||
| PATRICK INDUSTRIES INC | PATK | → 0 | Stark | 18.941.770 $ | +355.842 $ | +1,9 % | 1 | 18.585.928 $ | +793.803 $ | +4,5 % | 1 | ||||||||
| A10 NETWORKS INC | → 0 | 18.645.204 $ | +9.883.921 $ | +112,8 % | 1 | ||||||||||||||
| OSI SYSTEMS INC | OSIS | → 0 | Neutral | 18.447.945 $ | +646.505 $ | +3,6 % | 1 | ||||||||||||
| TETRA TECH INC | TTEK | → 0 | Stark | 18.123.922 $ | -283.597 $ | -1,5 % | 1 | 18.407.519 $ | +1.558.905 $ | +9,3 % | 1 | ||||||||
| ITRON, INC. | ITRI | → 0 | Neutral | 17.996.975 $ | +273.941 $ | +1,5 % | 1 | ||||||||||||
| 266.105.909 $ | +78.742.314 $ | +51,0 % | 11 | 135.114.763 $ | +11.312.702 $ | +22,1 % | 6 | 122.116.762 $ | +8.131.439 $ | +8,2 % | 5 | 83.902.319 $ | +21.436.784 $ | +121,0 % | 3 | ||||