| 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 | ||||
| 548.758.078 $ | -76.982.946 $ | -26,0 % | 6 | 852.236.727 $ | -143.329.647 $ | -10,1 % | 7 | 1.406.685.640 $ | +147.011.185 $ | +13,3 % | 12 | ||||
| AeroVironment Inc | AVAV | → 0 | Sehr schwach | 79.876.979 $ | -76.797.593 $ | -49,0 % | 1 | 156.674.572 $ | -70.395.756 $ | -31,0 % | 1 | 227.070.328 $ | +11.239.795 $ | +5,2 % | 1 |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Schwach | 75.580.233 $ | -48.494.131 $ | -39,1 % | 1 | 124.074.364 $ | -59.579.427 $ | -32,4 % | 1 | 183.653.791 $ | +77.080.862 $ | +72,3 % | 1 |
| CyberArk Software Ltd. | → 0 | 152.559.211 $ | -16.533.626 $ | -9,8 % | 1 | 169.092.837 $ | -862.160 $ | -0,5 % | 1 | ||||||
| Medpace Holdings, Inc. | MEDP | → 0 | Neutral | 104.655.970 $ | -21.363.687 $ | -17,0 % | 1 | 126.019.657 $ | -1.881.242 $ | -1,5 % | 1 | 127.900.899 $ | +44.592.725 $ | +53,5 % | 1 |
| IDEXX LABORATORIES INC /DE | IDXX | → 0 | Neutral | 93.305.206 $ | -29.650.739 $ | -24,1 % | 1 | 122.955.945 $ | +5.209.796 $ | +4,4 % | 1 | 117.746.149 $ | +16.377.889 $ | +16,2 % | 1 |
| COMMVAULT SYSTEMS INC | CVLT | → 0 | Neutral | 100.886.486 $ | +4.466.655 $ | +4,6 % | 1 | ||||||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 100.053.088 $ | +100.053.088 $ | 1 | |||||||||
| RBC Bearings INC | RBC | → 0 | Neutral | 95.286.602 $ | -729.884 $ | -0,8 % | 1 | 96.016.486 $ | +11.003.908 $ | +12,9 % | 1 | 85.012.578 $ | +2.448.736 $ | +3,0 % | 1 |
| RESMED INC | RMD | → 0 | Neutral | 73.936.492 $ | -11.153.300 $ | -13,1 % | 1 | 85.089.792 $ | +3.067.464 $ | +3,7 % | 1 | ||||
| Fortinet, Inc. | FTNT | → 0 | Stark | 80.999.141 $ | -25.933.573 $ | -24,3 % | 1 | ||||||||
| VARONIS SYSTEMS INC | VRNS | → 0 | Neutral | 78.837.691 $ | +18.958.933 $ | +31,7 % | 1 | ||||||||
| Guidewire Software, Inc. | GWRE | → 0 | Neutral | 76.332.369 $ | -4.335.391 $ | -5,4 % | 1 | ||||||||
| MANHATTAN ASSOCIATES INC | MANH | → 0 | Neutral | 74.063.579 $ | -90.750 $ | -0,1 % | 1 | ||||||||
| 548.758.078 $ | -76.982.946 $ | -26,0 % | 6 | 852.236.727 $ | -143.329.647 $ | -10,1 % | 7 | 1.406.685.640 $ | +147.011.185 $ | +13,3 % | 12 | ||||