| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 4.463.131.751 $ | +22.629.943 $ | +1,5 % | 4.448.259.078 $ | +4.448.259.078 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 3.073.407.811 $ | -56.455.737 $ | -1,8 % | 3.129.863.548 $ | +3.129.863.548 $ | |
| nVent Electric plc | NVT | 143.916.889 $ | +3.552.662 $ | +2,5 % | 140.364.227 $ | +140.364.227 $ | |
| Vertiv Holdings Co | VRT | 141.577.785 $ | +6.543.452 $ | +4,8 % | 135.034.333 $ | +135.034.333 $ | |
| ANALOG DEVICES INC | ADI | 82.796.547 $ | +5.998.589 $ | +7,8 % | 76.797.958 $ | +76.797.958 $ | |
| Veralto Corp | VLTO | 73.139.838 $ | -7.479.817 $ | -9,3 % | 80.619.655 $ | +80.619.655 $ | |
| TETRA TECH INC | TTEK | 78.721.868 $ | -689.820 $ | -0,9 % | 79.411.688 $ | +79.411.688 $ | |
| ON SEMICONDUCTOR CORP | ON | 70.675.985 $ | +5.277.710 $ | +8,1 % | 65.398.275 $ | +65.398.275 $ | |
| LATTICE SEMICONDUCTOR CORP | LSCC | 65.637.554 $ | -364.450 $ | -0,6 % | 66.002.004 $ | +66.002.004 $ | |
| Brookfield Renewable Corp | BEPC | 50.933.578 $ | -13.887.543 $ | -21,4 % | 64.821.121 $ | +64.821.121 $ | |
| APi Group Corp | APG | 53.612.590 $ | +5.096.414 $ | +10,5 % | 48.516.176 $ | +48.516.176 $ | |
| PENTAIR plc | PNR | 43.714.327 $ | -4.001.192 $ | -8,4 % | 47.715.519 $ | +47.715.519 $ | |
| Trane Technologies plc | TT | 46.993.954 $ | +46.993.954 $ | ||||
| ALBEMARLE CORP | ALB | 46.149.043 $ | +17.591.856 $ | +61,6 % | 28.557.187 $ | +28.557.187 $ | |
| AECOM | ACM | 36.302.045 $ | -9.476.747 $ | -20,7 % | 45.778.792 $ | +45.778.792 $ | |
| CLEAN HARBORS INC | CLH | 27.572.503 $ | -15.646.426 $ | -36,2 % | 43.218.929 $ | +43.218.929 $ | |
| TE Connectivity plc | TEL | 33.298.364 $ | +12.331.053 $ | +58,8 % | 20.967.311 $ | +20.967.311 $ | |
| DOVER Corp | DOV | 30.839.134 $ | +5.219.551 $ | +20,4 % | 25.619.583 $ | +25.619.583 $ | |
| CINTAS CORP | CTAS | 29.200.313 $ | +13.125.376 $ | +81,7 % | 16.074.937 $ | +16.074.937 $ | |
| ROPER TECHNOLOGIES INC | ROP | 28.247.950 $ | +7.218.193 $ | +34,3 % | 21.029.757 $ | +21.029.757 $ | |
| Hesai Group | HSAI | 26.420.800 $ | +1.664.700 $ | +6,7 % | 24.756.100 $ | +24.756.100 $ | |
| POWER INTEGRATIONS INC | POWI | 22.300.426 $ | -2.840.394 $ | -11,3 % | 25.140.820 $ | +25.140.820 $ | |
| BADGER METER INC | BMI | 24.281.709 $ | +11.138.578 $ | +84,7 % | 13.143.131 $ | +13.143.131 $ | |
| NVIDIA CORP | NVDA | 24.151.750 $ | -10.360 $ | -0,0 % | 24.162.110 $ | +24.162.110 $ | |
| SMITH A O CORP | AOS | 18.022.154 $ | -3.521.479 $ | -16,3 % | 21.543.633 $ | +21.543.633 $ | |
| AMBARELLA INC | AMBA | 11.518.230 $ | -8.909.184 $ | -43,6 % | 20.427.414 $ | +20.427.414 $ | |
| WATTS WATER TECHNOLOGIES INC | WTS | 18.226.153 $ | -634.184 $ | -3,4 % | 18.860.337 $ | +18.860.337 $ | |
| SYNOPSYS INC | SNPS | 13.715.824 $ | -3.306.131 $ | -19,4 % | 17.021.955 $ | +17.021.955 $ | |
| LINDE PLC | LIN | 15.916.286 $ | +6.636 $ | +0,0 % | 15.909.650 $ | +15.909.650 $ | |
| CELESTICA INC | CLS | 13.834.548 $ | -1.317.822 $ | -8,7 % | 15.152.370 $ | +15.152.370 $ | |
| CECO ENVIRONMENTAL CORP | CECO | 7.853.278 $ | -6.286.268 $ | -44,5 % | 14.139.546 $ | +14.139.546 $ | |
| SENSIENT TECHNOLOGIES CORP | SXT | 13.775.231 $ | +973.997 $ | +7,6 % | 12.801.234 $ | +12.801.234 $ | |
| JFrog Ltd | FROG | 11.292.768 $ | +11.292.768 $ | ||||
| Medtronic plc | MDT | 7.251.954 $ | -2.018.898 $ | -21,8 % | 9.270.852 $ | +9.270.852 $ | |
| SILGAN HOLDINGS INC | SLGN | 6.289.121 $ | -2.277.912 $ | -26,6 % | 8.567.033 $ | +8.567.033 $ | |
| CVS HEALTH Corp | CVS | 8.055.754 $ | +1.038.905 $ | +14,8 % | 7.016.849 $ | +7.016.849 $ | |
| OSI SYSTEMS INC | OSIS | 7.791.318 $ | +7.791.318 $ | ||||
| Simpson Manufacturing Co., Inc. | SSD | 7.104.680 $ | -263.560 $ | -3,6 % | 7.368.240 $ | +7.368.240 $ | |
| ALCON INC | ALC | 7.142.471 $ | +389.704 $ | +5,8 % | 6.752.767 $ | +6.752.767 $ | |
| EMERSON ELECTRIC CO | EMR | 7.010.934 $ | +81.350 $ | +1,2 % | 6.929.584 $ | +6.929.584 $ | |
| UNITEDHEALTH GROUP INC | UNH | 6.028.139 $ | -277.384 $ | -4,4 % | 6.305.523 $ | +6.305.523 $ | |
| AZZ INC | AZZ | 6.066.388 $ | +1.701.188 $ | +39,0 % | 4.365.200 $ | +4.365.200 $ | |
| AbbVie Inc. | ABBV | 5.829.237 $ | -77.811 $ | -1,3 % | 5.907.048 $ | +5.907.048 $ | |
| BOSTON SCIENTIFIC CORP | BSX | 5.092.930 $ | -577.713 $ | -10,2 % | 5.670.643 $ | +5.670.643 $ | |
| DECKERS OUTDOOR CORP | DECK | 2.771.618 $ | -1.603.917 $ | -36,7 % | 4.375.535 $ | +4.375.535 $ | |
| Nomad Foods Ltd | NOMD | 3.353.093 $ | -416.499 $ | -11,0 % | 3.769.592 $ | +3.769.592 $ | |
| PALATIN TECHNOLOGIES INC | PTNT | 3.648.400 $ | +3.648.400 $ | ||||
| COLGATE PALMOLIVE CO | CL | 3.079.805 $ | -35.857 $ | -1,2 % | 3.115.662 $ | +3.115.662 $ | |
| EXPONENT INC | EXPO | 2.119.140 $ | +2.119.140 $ | ||||
| Amrize Ltd | AMRZ | 1.989.730 $ | +1.989.730 $ | ||||
| ICON PLC | ICLR | 1.017.152 $ | +40.302 $ | +4,1 % | 976.850 $ | +976.850 $ | |
| ZEBRA TECHNOLOGIES CORP | ZBRA | 358.402 $ | -48.113 $ | -11,8 % | 406.515 $ | +406.515 $ | |
| COLUMBIA SPORTSWEAR CO | COLM | 364.806 $ | +18.475 $ | +5,3 % | 346.331 $ | +346.331 $ | |
| WILLIAMS SONOMA INC | WSM | 276.100 $ | -26.066 $ | -8,6 % | 302.166 $ | +302.166 $ | |
| Avery Dennison Corp | AVY | 200.614 $ | -5.504 $ | -2,7 % | 206.118 $ | +206.118 $ | |
| 4.463.131.751 $ | +22.629.943 $ | +1,5 % | 4.448.259.078 $ | +4.448.259.078 $ | |||