| 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 | ||||
| 7.213.654.508 $ | +194.788.032 $ | +3,2 % | 8 | 7.114.525.531 $ | +568.015.472 $ | +9,9 % | 8 | 8.157.797.402 $ | +1.028.340.838 $ | +16,6 % | 9 | ||||
| Restaurant Brands International Inc. | QSR | → 0 | Neutral | 1.432.015.460 $ | +296.171.385 $ | +26,1 % | 1 | 1.135.844.075 $ | +179.989.328 $ | +18,8 % | 1 | 955.854.747 $ | +98.283.082 $ | +11,5 % | 1 |
| Dayforce, Inc. | DAY | → 0 | 1.180.306.699 $ | +280.524.398 $ | +31,2 % | 1 | |||||||||
| DOLLAR TREE, INC. | DLTR | → 0 | Stark | 909.641.201 $ | -154.995.342 $ | -14,6 % | 1 | 1.064.636.543 $ | +13.526.213 $ | +1,3 % | 1 | 1.051.110.330 $ | -21.077.001 $ | -2,0 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 986.414.184 $ | +72.626.320 $ | +7,9 % | 1 | ||||||||
| OR Royalties Inc. | OR | → 0 | Neutral | 741.159.313 $ | -21.963.334 $ | -2,9 % | 1 | 763.122.647 $ | -184.023.964 $ | -19,4 % | 1 | 947.146.611 $ | +339.250.179 $ | +55,8 % | 1 |
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 943.244.595 $ | +140.620.007 $ | +17,5 % | 1 | 802.624.588 $ | +129.095.745 $ | +19,2 % | 1 | ||||
| MATTEL INC /DE/ | MAT | → 0 | Neutral | 714.017.015 $ | -225.233.226 $ | -24,0 % | 1 | 939.250.241 $ | +187.575.990 $ | +25,0 % | 1 | 751.674.251 $ | -53.366.825 $ | -6,6 % | 1 |
| FRANCO NEVADA Corp | FNV | → 0 | Sehr stark | 857.196.293 $ | +162.567.297 $ | +23,4 % | 1 | 788.687.346 $ | +204.090.398 $ | +34,9 % | 1 | ||||
| RB GLOBAL INC. | RBA | → 0 | Stark | 845.337.024 $ | +52.402.646 $ | +6,6 % | 1 | 792.934.378 $ | +47.866.786 $ | +6,4 % | 1 | 745.067.592 $ | +13.170.560 $ | +1,8 % | 1 |
| REVVITY, INC. | RVTY | → 0 | Neutral | 771.043.607 $ | -54.781.401 $ | -6,6 % | 1 | 825.825.008 $ | +74.289.366 $ | +9,9 % | 1 | 751.535.642 $ | +94.839.727 $ | +14,4 % | 1 |
| ROSS STORES, INC. | ROST | → 0 | Stark | 790.288.051 $ | +119.696.008 $ | +17,8 % | 1 | ||||||||
| 7.213.654.508 $ | +194.788.032 $ | +3,2 % | 8 | 7.114.525.531 $ | +568.015.472 $ | +9,9 % | 8 | 8.157.797.402 $ | +1.028.340.838 $ | +16,6 % | 9 | ||||