| 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 | ||||
| 454.193.057 $ | +73.607.254 $ | +7,9 % | 9 | 403.658.871 $ | +23.241.959 $ | -4,1 % | 8 | 445.410.398 $ | +93.067.713 $ | +16,9 % | 8 | ||||
| MATERION Corp | MTRN | → 0 | Neutral | 68.679.820 $ | +9.652.684 $ | +16,4 % | 1 | 59.027.136 $ | -4.373.952 $ | -6,9 % | 1 | 63.401.088 $ | +21.747.712 $ | +52,2 % | 1 |
| EnerSys | ENS | → 0 | Neutral | 44.659.547 $ | -21.345.692 $ | -32,3 % | 1 | 66.005.239 $ | +15.887.770 $ | +31,7 % | 1 | ||||
| GRANITE CONSTRUCTION INC | GVA | → 0 | 57.675.000 $ | -2.084.250 $ | -3,5 % | 1 | 59.759.250 $ | +8.796.300 $ | +17,3 % | 1 | |||||
| ADVANCED DRAINAGE SYSTEMS, INC. | WMS | → 0 | Stark | 53.480.700 $ | -3.003.000 $ | -5,3 % | 1 | 56.483.700 $ | +2.390.700 $ | +4,4 % | 1 | 54.093.000 $ | +14.466.300 $ | +36,5 % | 1 |
| ASTRONICS CORP | ATRO | → 0 | Neutral | 56.100.300 $ | -12.868.500 $ | -18,7 % | 1 | ||||||||
| ATS Corp /ATS | ATS | → 0 | 52.062.727 $ | +1.218.489 $ | +2,4 % | 1 | 50.844.238 $ | +2.473.903 $ | +5,1 % | 1 | 48.370.335 $ | -10.486.393 $ | -17,8 % | 1 | |
| ROGERS CORP | ROG | → 0 | Neutral | 50.981.750 $ | +10.992.490 $ | +27,5 % | 1 | ||||||||
| HELIOS TECHNOLOGIES, INC. | HLIO | → 0 | Neutral | 50.498.260 $ | +8.755.841 $ | +21,0 % | 1 | ||||||||
| JBT MAREL Corp | JBTM | → 0 | Neutral | 49.234.186 $ | +7.077.524 $ | +16,8 % | 1 | ||||||||
| Core & Main, Inc. | CNM | → 0 | Neutral | 44.460.000 $ | -2.313.000 $ | -4,9 % | 1 | 46.773.000 $ | -1.674.000 $ | -3,5 % | 1 | 48.447.000 $ | +48.447.000 $ | 1 | |
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 45.812.250 $ | +45.812.250 $ | 1 | |||||||||
| NOVANTA INC | NOVT | → 0 | Schwach | 44.291.250 $ | -330.000 $ | -0,7 % | 1 | 44.621.250 $ | +44.621.250 $ | 1 | |||||
| SiteOne Landscape Supply, Inc. | SITE | → 0 | Stark | 43.926.300 $ | +2.821.500 $ | +6,9 % | 1 | ||||||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 43.575.000 $ | +3.234.000 $ | +8,0 % | 1 | ||||||||
| 454.193.057 $ | +73.607.254 $ | +7,9 % | 9 | 403.658.871 $ | +23.241.959 $ | -4,1 % | 8 | 445.410.398 $ | +93.067.713 $ | +16,9 % | 8 | ||||