| 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 | ||||
| 39.965.542 $ | +39.965.542 $ | 16 | 16.417.224 $ | +16.417.224 $ | 7 | 4.758.524 $ | +4.758.524 $ | 2 | |||||||
| Wix.com Ltd. | WIX | → 0 | 5.092.738 $ | +5.092.738 $ | 1 | ||||||||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 3.720.322 $ | +3.720.322 $ | 1 | |||||||||
| SYSCO CORP | SYY | → 0 | Neutral | 2.902.774 $ | +2.902.774 $ | 1 | |||||||||
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 2.863.870 $ | +2.863.870 $ | 1 | |||||||||
| Viper Energy, Inc. | VNOM | → 0 | Stark | 2.415.521 $ | +2.415.521 $ | 1 | |||||||||
| AMICUS THERAPEUTICS, INC. | FOLD | → 0 | 2.399.639 $ | +2.399.639 $ | 1 | ||||||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 2.394.364 $ | +2.394.364 $ | 1 | |||||||||
| Confluent, Inc. | CFLT | → 0 | 2.383.547 $ | +2.383.547 $ | 1 | ||||||||||
| DIAMOND HILL INVESTMENT GROUP INC | DHIL | → 0 | 2.383.001 $ | +2.383.001 $ | 1 | ||||||||||
| SUMISHO AIR LEASE CORP | AL | → 0 | 2.381.337 $ | +2.381.337 $ | 1 | ||||||||||
| Dayforce, Inc. | DAY | → 0 | 2.377.187 $ | +2.377.187 $ | 1 | ||||||||||
| SunCar Technology Group Inc. | SDA | → 0 | 2.363.250 $ | +2.363.250 $ | 1 | ||||||||||
| Alexander & Baldwin, Inc. | ALEX | → 0 | 2.356.964 $ | +2.356.964 $ | 1 | ||||||||||
| SEMrush Holdings, Inc. | SEMR | → 0 | 2.354.493 $ | +2.354.493 $ | 1 | ||||||||||
| EQT Corp | EQT | → 0 | Sehr stark | 2.262.529 $ | +2.262.529 $ | 1 | |||||||||
| Eventbrite, Inc. | EB | → 0 | 2.176.330 $ | +2.176.330 $ | 1 | ||||||||||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 2.139.760 $ | +2.139.760 $ | 1 | |||||||||
| Day One Biopharmaceuticals, Inc. | DAWN | → 0 | 2.138.576 $ | +2.138.576 $ | 1 | ||||||||||
| Great Lakes Dredge & Dock CORP | GLDD | → 0 | 2.072.011 $ | +2.072.011 $ | 1 | ||||||||||
| AES CORP | AES | → 0 | Stark | 2.065.693 $ | +2.065.693 $ | 1 | |||||||||
| Terns Pharmaceuticals, Inc. | TERN | → 0 | 2.060.825 $ | +2.060.825 $ | 1 | ||||||||||
| OLAPLEX HOLDINGS, INC. | OLPX | → 0 | 1.986.136 $ | +1.986.136 $ | 1 | ||||||||||
| CISCO SYSTEMS, INC. | CSCO | → 0 | Neutral | 1.967.838 $ | +1.967.838 $ | 1 | |||||||||
| SM Energy Co | SM | → 0 | Sehr stark | 1.959.226 $ | +1.959.226 $ | 1 | |||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 1.923.359 $ | +1.923.359 $ | 1 | |||||||||
| 39.965.542 $ | +39.965.542 $ | 16 | 16.417.224 $ | +16.417.224 $ | 7 | 4.758.524 $ | +4.758.524 $ | 2 | |||||||