| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 300.727.849 $ | +71.915.737 $ | +36,2 % | 9 | 151.080.967 $ | +22.203.746 $ | +19,5 % | 5 | 137.321.756 $ | -8.658.236 $ | -1,9 % | 5 | 177.449.072 $ | +9.570.222 $ | +6,7 % | 6 | ||||
| Enpro Inc. | NPO | → 0 | Neutral | 45.652.647 $ | +14.379.787 $ | +46,0 % | 1 | 31.272.860 $ | +3.778.773 $ | +13,7 % | 1 | 27.494.087 $ | -8.636.543 $ | -23,9 % | 1 | 36.130.630 $ | +3.935.089 $ | +12,2 % | 1 |
| ESCO TECHNOLOGIES INC | ESE | → 0 | Neutral | 36.349.684 $ | -3.294.319 $ | -8,3 % | 1 | 39.644.003 $ | +11.285.822 $ | +39,8 % | 1 | 28.358.181 $ | -4.565.534 $ | -13,9 % | 1 | 32.923.715 $ | +1.842.268 $ | +5,9 % | 1 |
| COHU INC | COHU | → 0 | Neutral | 38.045.690 $ | +17.003.044 $ | +80,8 % | 1 | ||||||||||||
| DIODES INC /DEL/ | DIOD | → 0 | Neutral | 35.923.571 $ | +12.631.416 $ | +54,2 % | 1 | ||||||||||||
| BENCHMARK ELECTRONICS INC | BHE | → 0 | Neutral | 34.039.867 $ | +11.758.035 $ | +52,8 % | 1 | ||||||||||||
| Moelis & Co | MC | → 0 | Neutral | 30.072.944 $ | +2.929.808 $ | +10,8 % | 1 | 27.143.136 $ | +1.725.464 $ | +6,8 % | 1 | 25.417.672 $ | -2.882.130 $ | -10,2 % | 1 | 28.299.802 $ | +2.439.222 $ | +9,4 % | 1 |
| ADVANCED ENERGY INDUSTRIES INC | AEIS | → 0 | Neutral | 25.696.757 $ | -3.606.462 $ | -12,3 % | 1 | 29.303.219 $ | -16.500 $ | -0,1 % | 1 | 29.319.719 $ | +5.602.349 $ | +23,6 % | 1 | ||||
| POWER INTEGRATIONS INC | POWI | → 0 | Schwach | 27.808.424 $ | +11.146.280 $ | +66,9 % | 1 | ||||||||||||
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Neutral | 27.324.211 $ | +9.020.149 $ | +49,3 % | 1 | ||||||||||||
| KAISER ALUMINUM CORP | KALU | → 0 | Stark | 26.748.597 $ | +7.442.471 $ | +38,5 % | 1 | ||||||||||||
| SEACOAST BANKING CORP OF FLORIDA | SBCF | → 0 | Stark | 26.594.386 $ | +1.955.314 $ | +7,9 % | 1 | ||||||||||||
| Atlantic Union Bankshares Corp | AUB | → 0 | Stark | 26.240.636 $ | +3.406.372 $ | +14,9 % | 1 | 24.954.279 $ | +1.847.230 $ | +8,0 % | 1 | ||||||||
| Integer Holdings Corp | ITGR | → 0 | Neutral | 25.820.927 $ | -6.095.936 $ | -19,1 % | 1 | ||||||||||||
| 300.727.849 $ | +71.915.737 $ | +36,2 % | 9 | 151.080.967 $ | +22.203.746 $ | +19,5 % | 5 | 137.321.756 $ | -8.658.236 $ | -1,9 % | 5 | 177.449.072 $ | +9.570.222 $ | +6,7 % | 6 | ||||