| 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 | ||||
| 117.946.604 $ | -166.165.147 $ | -58,5 % | 1 | 1.938.920.459 $ | -55.245.689 $ | +3,3 % | 12 | 2.235.077.317 $ | -229.701.202 $ | -8,6 % | 12 | ||||
| Post Holdings, Inc. | POST | → 0 | Neutral | 117.946.604 $ | -166.165.147 $ | -58,5 % | 1 | 284.111.751 $ | -27.995.122 $ | -9,0 % | 1 | 312.106.873 $ | -19.755.370 $ | -6,0 % | 1 |
| AFFILIATED MANAGERS GROUP, INC. | AMG | → 0 | Neutral | 260.639.425 $ | -33.185.732 $ | -11,3 % | 1 | 293.825.157 $ | +11.390.550 $ | +4,0 % | 1 | ||||
| CLARIVATE PLC | CLVT | → 0 | Sehr schwach | 217.006.928 $ | -38.486.390 $ | -15,1 % | 1 | 255.493.318 $ | -45.637.535 $ | -15,2 % | 1 | ||||
| Avantor, Inc. | AVTR | → 0 | Neutral | 173.104.045 $ | -14.349.611 $ | -7,7 % | 1 | 187.453.656 $ | -745.275 $ | -0,4 % | 1 | ||||
| LPL Financial Holdings Inc. | LPLA | → 0 | Neutral | 165.890.213 $ | -58.635.074 $ | -26,1 % | 1 | ||||||||
| MOLSON COORS BEVERAGE CO | TAP | → 0 | Schwach | 156.444.052 $ | +4.233.912 $ | +2,8 % | 1 | 152.210.140 $ | -20.999.220 $ | -12,1 % | 1 | ||||
| WILLIS TOWERS WATSON PLC | WTW | → 0 | Stark | 155.370.624 $ | +10.772.766 $ | +7,5 % | 1 | ||||||||
| Lamb Weston Holdings, Inc. | LW | → 0 | Neutral | 146.109.359 $ | -30.541.490 $ | -17,3 % | 1 | ||||||||
| US Foods Holding Corp. | USFD | → 0 | Schwach | 132.797.897 $ | -12.438.761 $ | -8,6 % | 1 | 145.236.658 $ | -63.320.669 $ | -30,4 % | 1 | ||||
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Neutral | 142.197.245 $ | -1.269.840 $ | -0,9 % | 1 | 143.467.085 $ | +7.553.267 $ | +5,6 % | 1 | ||||
| SYSCO CORP | SYY | → 0 | Stark | 142.404.591 $ | -657.116 $ | -0,5 % | 1 | ||||||||
| GFL Environmental Inc. | GFL | → 0 | 120.476.253 $ | -15.033.390 $ | -11,1 % | 1 | 135.509.643 $ | -19.126.036 $ | -12,4 % | 1 | |||||
| MIDDLEBY Corp | MIDD | → 0 | Neutral | 117.272.234 $ | +30.977.800 $ | +35,9 % | 1 | ||||||||
| LKQ CORP | LKQ | → 0 | Neutral | 113.554.114 $ | +4.291.309 $ | +3,9 % | 1 | ||||||||
| HENRY SCHEIN INC | HSIC | → 0 | Neutral | 111.681.921 $ | +12.153.469 $ | +12,2 % | 1 | ||||||||
| CCC Intelligent Solutions Holdings Inc. | CCC | → 0 | Neutral | 109.634.594 $ | +35.856.667 $ | +48,6 % | 1 | ||||||||
| 117.946.604 $ | -166.165.147 $ | -58,5 % | 1 | 1.938.920.459 $ | -55.245.689 $ | +3,3 % | 12 | 2.235.077.317 $ | -229.701.202 $ | -8,6 % | 12 | ||||