| 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 | ||||
| 2.418.908.746 $ | +56.829.941 $ | +9.000,0 % | 7 | 3.337.528.705 $ | +99.620.691 $ | +8,8 % | 10 | 2.879.202.912 $ | +131.687.549 $ | +3,8 % | 8 | ||||
| Elevance Health, Inc. | ELV | → 0 | Neutral | 328.555.667 $ | -110.263.875 $ | -25,1 % | 1 | 438.819.542 $ | -153.783.184 $ | -26,0 % | 1 | 592.602.726 $ | +160.992.095 $ | +37,3 % | 1 |
| TD SYNNEX CORP | SNX | → 0 | Stark | 515.180.279 $ | +39.966.884 $ | +8,4 % | 1 | 475.213.395 $ | -61.115.834 $ | -11,4 % | 1 | 536.329.229 $ | +24.936.858 $ | +4,9 % | 1 |
| OneMain Holdings, Inc. | OMF | → 0 | Neutral | 412.049.891 $ | -110.739.351 $ | -21,2 % | 1 | 522.789.242 $ | +82.724.758 $ | +18,8 % | 1 | 440.064.484 $ | -8.530.361 $ | -1,9 % | 1 |
| SLM Corp | SLM | → 0 | Neutral | 290.841.319 $ | -56.391.654 $ | -16,2 % | 1 | 347.232.973 $ | +24.500.283 $ | +7,6 % | 1 | 322.732.690 $ | -22.903.585 $ | -6,6 % | 1 |
| ICON PLC | ICLR | → 0 | Stark | 331.627.105 $ | +331.102.105 $ | +63.067,1 % | 1 | ||||||||
| AUTONATION, INC. | AN | → 0 | Neutral | 302.209.369 $ | -18.400.593 $ | -5,7 % | 1 | 320.609.962 $ | +55.013.775 $ | +20,7 % | 1 | 265.596.187 $ | +24.333.776 $ | +10,1 % | 1 |
| Millrose Properties, Inc. | MRP | → 0 | Stark | 238.445.116 $ | -18.443.575 $ | -7,2 % | 1 | 256.888.691 $ | +76.215.044 $ | +42,2 % | 1 | ||||
| LENNAR CORP /NEW/ | LEN | → 0 | Neutral | 247.893.359 $ | -4.880.617 $ | -1,9 % | 1 | 252.773.976 $ | +14.174.159 $ | +5,9 % | 1 | ||||
| RYANAIR HOLDINGS PLC | RYAAY | → 0 | 245.953.294 $ | -64.258.769 $ | -20,7 % | 1 | |||||||||
| Builders FirstSource, Inc. | BLDR | → 0 | Neutral | 244.790.229 $ | +25.887.783 $ | +11,8 % | 1 | ||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 244.507.794 $ | +39.425.491 $ | +19,2 % | 1 | ||||||||
| MPLX LP | MPLX | → 0 | 238.783.518 $ | +15.633.192 $ | +7,0 % | 1 | 223.150.326 $ | +2.943.376 $ | +1,3 % | 1 | |||||
| 2.418.908.746 $ | +56.829.941 $ | +9.000,0 % | 7 | 3.337.528.705 $ | +99.620.691 $ | +8,8 % | 10 | 2.879.202.912 $ | +131.687.549 $ | +3,8 % | 8 | ||||