| 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 | ||||
| 1.134.846.801 $ | +18.578.528 $ | +11,3 % | 9 | 1.065.079.732 $ | +98.479.336 $ | +12,2 % | 8 | 955.011.545 $ | +194.079.062 $ | +49,9 % | 8 | ||||
| Sonos Inc | SONO | → 0 | Neutral | 242.148.211 $ | -20.027.506 $ | -7,6 % | 1 | 262.175.717 $ | +26.277.293 $ | +11,1 % | 1 | 235.898.424 $ | +93.280.970 $ | +65,4 % | 1 |
| HERC HOLDINGS INC | HRI | → 0 | Neutral | 165.458.272 $ | -70.265.318 $ | -29,8 % | 1 | 235.723.590 $ | +13.466.341 $ | +6,1 % | 1 | 222.257.249 $ | -11.308.530 $ | -4,8 % | 1 |
| Builders FirstSource, Inc. | BLDR | → 0 | Neutral | 172.334.638 $ | +92.013.765 $ | +114,6 % | 1 | 80.320.873 $ | +5.848.148 $ | +7,9 % | 1 | ||||
| UNIVERSAL TECHNICAL INSTITUTE INC | UTI | → 0 | Neutral | 143.368.984 $ | +39.595.257 $ | +38,2 % | 1 | 103.773.727 $ | +15.359.236 $ | +17,4 % | 1 | 88.414.491 $ | -3.639.798 $ | -4,0 % | 1 |
| MasterBrand, Inc. | MBC | → 0 | Neutral | 105.493.040 $ | -13.436.619 $ | -11,3 % | 1 | 118.929.659 $ | +19.321.117 $ | +19,4 % | 1 | 99.608.542 $ | +52.564.937 $ | +111,7 % | 1 |
| WillScot Holdings Corp | WSC | → 0 | Neutral | 107.970.121 $ | +11.718.655 $ | +12,2 % | 1 | 96.251.466 $ | +33.040.632 $ | +52,3 % | 1 | 63.210.834 $ | +35.223.542 $ | +125,9 % | 1 |
| NCR Atleos Corp | NATL | → 0 | Stark | 66.447.516 $ | -31.538.934 $ | -32,2 % | 1 | 97.986.450 $ | -8.297.963 $ | -7,8 % | 1 | 106.284.413 $ | +60.036.627 $ | +129,8 % | 1 |
| MasterCraft Boat Holdings, Inc. | MCFT | → 0 | Stark | 75.834.125 $ | +5.915.875 $ | +8,5 % | 1 | 69.918.250 $ | -6.535.468 $ | -8,5 % | 1 | 76.453.718 $ | +10.260.331 $ | +15,5 % | 1 |
| ACCENDRA HEALTH INC/VA/ | ACH | → 0 | Neutral | 62.883.874 $ | -42.339.017 $ | -40,2 % | 1 | ||||||||
| Atkore Inc. | ATKR | → 0 | Schwach | 55.791.894 $ | +4.603.353 $ | +9,0 % | 1 | ||||||||
| 1.134.846.801 $ | +18.578.528 $ | +11,3 % | 9 | 1.065.079.732 $ | +98.479.336 $ | +12,2 % | 8 | 955.011.545 $ | +194.079.062 $ | +49,9 % | 8 | ||||