| 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 | ||||
| 2.306.005.753 $ | +1.045.319.533 $ | +11,6 % | 10 | 1.275.565.920 $ | +123.877.908 $ | +5,2 % | 8 | 1.187.682.812 $ | +231.985.744 $ | +11,7 % | 7 | ||||
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 817.601.023 $ | +817.601.023 $ | 1 | |||||||||
| TD SYNNEX CORP | SNX | → 0 | Stark | 420.485.549 $ | +48.365.839 $ | +13,0 % | 1 | 372.119.710 $ | -54.163.133 $ | -12,7 % | 1 | 426.282.843 $ | +73.021.275 $ | +20,7 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 240.620.160 $ | +11.385.080 $ | +5,0 % | 1 | 229.235.080 $ | +9.753.800 $ | +4,4 % | 1 | 219.481.280 $ | +59.295.030 $ | +37,0 % | 1 |
| SharkNinja, Inc. | SN | → 0 | Neutral | 152.072.400 $ | +14.659.200 $ | +10,7 % | 1 | 137.413.200 $ | +3.833.950 $ | +2,9 % | 1 | 133.579.250 $ | -42.128.000 $ | -24,0 % | 1 |
| URBAN OUTFITTERS INC | URBN | → 0 | Neutral | 141.017.100 $ | +13.902.960 $ | +10,9 % | 1 | 127.114.140 $ | +127.114.140 $ | 1 | |||||
| TELEFLEX INC | TFX | → 0 | Neutral | 119.610.000 $ | +1.353.240 $ | +1,1 % | 1 | 118.256.760 $ | +5.939.457 $ | +5,3 % | 1 | 112.317.303 $ | +112.317.303 $ | 1 | |
| NEW YORK TIMES CO | NYT | → 0 | Neutral | 118.568.881 $ | +20.264.191 $ | +20,6 % | 1 | 98.304.690 $ | +17.021.354 $ | +20,9 % | 1 | 81.283.336 $ | +2.351.536 $ | +3,0 % | 1 |
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 77.532.750 $ | -38.557.690 $ | -33,2 % | 1 | 116.090.440 $ | +9.800.440 $ | +9,2 % | 1 | 106.290.000 $ | -90.000 $ | -0,1 % | 1 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC. | BFAM | → 0 | Neutral | 116.049.690 $ | +116.049.690 $ | 1 | |||||||||
| Acadia Healthcare Company, Inc. | ACHC | → 0 | Neutral | 102.448.200 $ | +40.296.000 $ | +64,8 % | 1 | 108.448.800 $ | +27.218.600 $ | +33,5 % | 1 | ||||
| HCA Healthcare, Inc. | HCA | → 0 | Stark | 77.031.900 $ | +4.577.900 $ | +6,3 % | 1 | ||||||||
| 2.306.005.753 $ | +1.045.319.533 $ | +11,6 % | 10 | 1.275.565.920 $ | +123.877.908 $ | +5,2 % | 8 | 1.187.682.812 $ | +231.985.744 $ | +11,7 % | 7 | ||||