| 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 | ||||
| 303.413.763 $ | -64.167.413 $ | -0,4 % | 8 | 385.053.172 $ | +10.117.466 $ | +5,9 % | 8 | 407.632.697 $ | +50.014.786 $ | -1,2 % | 9 | ||||
| V F CORP | VFC | → 0 | Stark | 79.496.023 $ | -16.446.365 $ | -17,1 % | 1 | 95.942.388 $ | +11.348.418 $ | +13,4 % | 1 | 84.593.970 $ | +20.939.896 $ | +32,9 % | 1 |
| YETI Holdings, Inc. | YETI | → 0 | Neutral | 65.280.036 $ | -24.504.102 $ | -27,3 % | 1 | 89.784.138 $ | +17.798.436 $ | +24,7 % | 1 | 71.985.702 $ | +3.823.135 $ | +5,6 % | 1 |
| BLACKLINE, INC. | BL | → 0 | Neutral | 50.601.903 $ | -9.311.392 $ | -15,5 % | 1 | 59.913.295 $ | +35.816.834 $ | +148,6 % | 1 | 24.096.461 $ | +24.096.461 $ | 1 | |
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 42.608.723 $ | -1.070.317 $ | -2,5 % | 1 | 43.679.040 $ | -8.072.609 $ | -15,6 % | 1 | 51.751.649 $ | +8.067.749 $ | +18,5 % | 1 |
| Evolent Health, Inc. | EVH | → 0 | Neutral | 12.685.719 $ | -9.569.929 $ | -43,0 % | 1 | 22.255.648 $ | -25.661.048 $ | -53,6 % | 1 | 47.916.696 $ | -18.004.614 $ | -27,3 % | 1 |
| COGNEX CORP | CGNX | → 0 | Neutral | 23.711.160 $ | -9.858.180 $ | -29,4 % | 1 | 33.569.340 $ | -5.162.160 $ | -13,3 % | 1 | 38.731.500 $ | +38.731.500 $ | 1 | |
| Freshpet, Inc. | FRPT | → 0 | Neutral | 24.440.851 $ | -9.679.403 $ | -28,4 % | 1 | 34.120.254 $ | -7.955.821 $ | -18,9 % | 1 | ||||
| Portillo's Inc. | PTLO | → 0 | Schwach | 18.213.417 $ | +11.244.562 $ | +161,4 % | 1 | 32.696.991 $ | -23.691.410 $ | -42,0 % | 1 | ||||
| BRC Inc. | BRCC | → 0 | Neutral | 10.816.782 $ | -4.651.690 $ | -30,1 % | 1 | 15.468.472 $ | -6.271.002 $ | -28,8 % | 1 | 21.739.474 $ | +4.007.890 $ | +22,6 % | 1 |
| 303.413.763 $ | -64.167.413 $ | -0,4 % | 8 | 385.053.172 $ | +10.117.466 $ | +5,9 % | 8 | 407.632.697 $ | +50.014.786 $ | -1,2 % | 9 | ||||