| 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 | ||||
| 460.435.960 $ | +87.197.089 $ | +23,8 % | 9 | 360.886.915 $ | +7.972.018 $ | +3,7 % | 8 | 371.217.617 $ | -12.107.145 $ | -2,6 % | 8 | ||||
| Adeia Inc. | ADEA | → 0 | Neutral | 66.190.635 $ | +21.058.028 $ | +46,7 % | 1 | 45.132.607 $ | +1.209.007 $ | +2,8 % | 1 | 43.923.600 $ | -1.182.208 $ | -2,6 % | 1 |
| Enpro Inc. | NPO | → 0 | Neutral | 63.539.775 $ | +10.184.361 $ | +19,1 % | 1 | 53.355.414 $ | -2.918.586 $ | -5,2 % | 1 | 56.274.000 $ | +10.514.237 $ | +23,0 % | 1 |
| MKS INC | MKSI | → 0 | Neutral | 55.934.835 $ | +9.721.154 $ | +21,0 % | 1 | 46.213.681 $ | +10.444.151 $ | +29,2 % | 1 | ||||
| BWX Technologies, Inc. | BWXT | → 0 | Stark | 52.206.297 $ | +8.741.877 $ | +20,1 % | 1 | 43.464.420 $ | -9.910.695 $ | -18,6 % | 1 | 53.375.115 $ | +5.042.985 $ | +10,4 % | 1 |
| AZZ INC | AZZ | → 0 | Stark | 43.983.195 $ | +4.906.975 $ | +12,6 % | 1 | 52.973.230 $ | -3.740.752 $ | -6,6 % | 1 | ||||
| Ingevity Corp | NGVT | → 0 | Neutral | 52.959.505 $ | +15.709.838 $ | +42,2 % | 1 | ||||||||
| Great Lakes Dredge & Dock CORP | GLDD | → 0 | 48.586.181 $ | +4.216.575 $ | +9,5 % | 1 | 44.369.606 $ | -1.135.664 $ | -2,5 % | 1 | |||||
| NLIGHT, INC. | LASR | → 0 | Neutral | 45.105.850 $ | +3.699.584 $ | +8,9 % | 1 | 41.406.266 $ | -66.343 $ | -0,2 % | 1 | ||||
| MATERION Corp | MTRN | → 0 | Neutral | 42.399.953 $ | +2.679.713 $ | +6,7 % | 1 | 39.720.240 $ | +1.302.660 $ | +3,4 % | 1 | ||||
| Waste Connections, Inc. | WCN | → 0 | Neutral | 41.990.740 $ | +2.682.218 $ | +6,8 % | 1 | 39.308.522 $ | -70.678 $ | -0,2 % | 1 | 39.379.200 $ | -14.302.800 $ | -26,6 % | 1 |
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 41.231.025 $ | +11.512.925 $ | +38,7 % | 1 | ||||||||
| BrightView Holdings, Inc. | BV | → 0 | Neutral | 39.516.600 $ | -7.236.600 $ | -15,5 % | 1 | ||||||||
| 460.435.960 $ | +87.197.089 $ | +23,8 % | 9 | 360.886.915 $ | +7.972.018 $ | +3,7 % | 8 | 371.217.617 $ | -12.107.145 $ | -2,6 % | 8 | ||||