| 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 | ||||
| 1.495.435.199 $ | +413.837.013 $ | +104,7 % | 10 | 652.458.639 $ | -68.009.206 $ | -9,4 % | 4 | 1.916.568.637 $ | -98.462.950 $ | -2,7 % | 11 | ||||
| Celanese Corp | CE | → 0 | Stark | 167.565.123 $ | +76.386.612 $ | +83,8 % | 1 | 215.254.559 $ | -18.667.678 $ | -8,0 % | 1 | ||||
| MIDDLEBY Corp | MIDD | → 0 | Neutral | 125.091.086 $ | -40.971.669 $ | -24,7 % | 1 | 166.062.755 $ | -28.255.648 $ | -14,5 % | 1 | 194.318.403 $ | -7.679.037 $ | -3,8 % | 1 |
| BREAD FINANCIAL HOLDINGS, INC. | BFH | → 0 | Neutral | 182.065.229 $ | -6.817.282 $ | -3,6 % | 1 | 188.882.511 $ | +5.759.151 $ | +3,1 % | 1 | 183.123.360 $ | -22.199.964 $ | -10,8 % | 1 |
| BRUNSWICK CORP | BC | → 0 | Stark | 185.054.343 $ | -12.407.500 $ | -6,3 % | 1 | ||||||||
| WillScot Holdings Corp | WSC | → 0 | Neutral | 136.623.877 $ | +20.179.873 $ | +17,3 % | 1 | 184.297.625 $ | +44.968.707 $ | +32,3 % | 1 | ||||
| ATS Corp /ATS | ATS | → 0 | Neutral | 138.086.066 $ | -17.296.046 $ | -11,1 % | 1 | 155.382.112 $ | -27.310.750 $ | -14,9 % | 1 | 182.692.862 $ | -59.293.489 $ | -24,5 % | 1 |
| COGENT COMMUNICATIONS HOLDINGS, INC. | CCOI | → 0 | Schwach | 176.560.831 $ | +41.924.234 $ | +31,1 % | 1 | ||||||||
| Colliers International Group Inc. | CIGI | → 0 | Schwach | 174.610.801 $ | +55.056.242 $ | +46,1 % | 1 | 127.488.136 $ | -35.756.442 $ | -21,9 % | 1 | ||||
| TFI International Inc. | TFII | → 0 | Neutral | 142.131.261 $ | -18.201.959 $ | -11,4 % | 1 | 160.333.220 $ | -12.727.907 $ | -7,4 % | 1 | ||||
| Floor & Decor Holdings, Inc. | FND | → 0 | Schwach | 140.088.264 $ | +21.612.582 $ | +18,2 % | 1 | 158.824.311 $ | -12.678.101 $ | -7,4 % | 1 | ||||
| Ingersoll Rand Inc. | IR | → 0 | Schwach | 148.620.987 $ | -3.945.773 $ | -2,6 % | 1 | ||||||||
| FISERV INC | FISV | → 0 | Neutral | 147.516.674 $ | +130.892.032 $ | +787,3 % | 1 | ||||||||
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 143.281.771 $ | +143.281.771 $ | 1 | |||||||||
| Kinsale Capital Group, Inc. | KNSL | → 0 | Neutral | 140.506.308 $ | +31.512.898 $ | +28,9 % | 1 | ||||||||
| 1.495.435.199 $ | +413.837.013 $ | +104,7 % | 10 | 652.458.639 $ | -68.009.206 $ | -9,4 % | 4 | 1.916.568.637 $ | -98.462.950 $ | -2,7 % | 11 | ||||