| 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 | ||||
| 3.190.942.152 $ | +775.128.086 $ | +71,2 % | 12 | 1.895.094.879 $ | +149.091.426 $ | +13,4 % | 7 | 1.666.102.364 $ | +513.294.575 $ | +55,8 % | 6 | ||||
| Applied Digital Corp. | APLD | → 0 | Schwach | 547.815.029 $ | +7.457.221 $ | +1,4 % | 1 | 540.357.808 $ | +57.547.565 $ | +11,9 % | 1 | 482.810.243 $ | +262.689.801 $ | +119,3 % | 1 |
| MASTEC INC | MTZ | → 0 | Schwach | 416.777.170 $ | +94.273.778 $ | +29,2 % | 1 | 322.503.392 $ | -27.872.312 $ | -8,0 % | 1 | 350.375.704 $ | +61.896.342 $ | +21,5 % | 1 |
| COMFORT SYSTEMS USA INC | FIX | → 0 | Stark | 343.899.421 $ | +114.443.541 $ | +49,9 % | 1 | 229.455.880 $ | +30.429.891 $ | +15,3 % | 1 | 199.025.989 $ | +68.520.518 $ | +52,5 % | 1 |
| DigitalOcean Holdings, Inc. | DOCN | → 0 | Neutral | 299.124.982 $ | +244.358.263 $ | +446,2 % | 1 | ||||||||
| Dave Inc./DE | DAVE | → 0 | Stark | 199.489.905 $ | -47.588.378 $ | -19,3 % | 1 | 247.078.283 $ | +31.619.009 $ | +14,7 % | 1 | 215.459.274 $ | -71.349.963 $ | -24,9 % | 1 |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Schwach | 191.404.401 $ | -17.004.379 $ | -8,2 % | 1 | 208.408.780 $ | -37.664.610 $ | -15,3 % | 1 | 246.073.390 $ | +118.082.923 $ | +92,3 % | 1 |
| XPO, Inc. | XPO | → 0 | Schwach | 225.644.927 $ | +69.491.132 $ | +44,5 % | 1 | ||||||||
| Bloom Energy Corp | BE | → 0 | Neutral | 213.567.196 $ | +78.389.469 $ | +58,0 % | 1 | ||||||||
| FirstCash Holdings, Inc. | FCFS | → 0 | Stark | 213.176.020 $ | +35.291.683 $ | +19,8 % | 1 | 177.884.337 $ | +49.926.285 $ | +39,0 % | 1 | ||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 193.696.819 $ | +81.967.607 $ | +73,4 % | 1 | ||||||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 175.888.105 $ | +11.100.758 $ | +6,7 % | 1 | ||||||||
| CIENA CORP | CIEN | → 0 | Neutral | 172.357.764 $ | +73.454.954 $ | +74,3 % | 1 | ||||||||
| Babcock & Wilcox Enterprises, Inc. | BW | → 0 | Neutral | 170.458.177 $ | +102.947.391 $ | +152,5 % | 1 | ||||||||
| Ondas Inc. | ONDS | → 0 | Neutral | 169.406.399 $ | +45.105.598 $ | +36,3 % | 1 | ||||||||
| 3.190.942.152 $ | +775.128.086 $ | +71,2 % | 12 | 1.895.094.879 $ | +149.091.426 $ | +13,4 % | 7 | 1.666.102.364 $ | +513.294.575 $ | +55,8 % | 6 | ||||