| 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 | ||||
| 4.493.475.234 $ | -535.324.620 $ | -8,5 % | 6 | 7.719.126.846 $ | +1.141.092.504 $ | +3,8 % | 9 | 8.064.632.917 $ | +14.522.291 $ | +0,6 % | 10 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 1.056.613.200 $ | +1.056.613.200 $ | 1 | ||||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Neutral | 846.072.614 $ | -187.470.901 $ | -18,1 % | 1 | 1.033.543.515 $ | +143.344.502 $ | +16,1 % | 1 | ||||
| Viking Holdings Ltd | VIK | → 0 | Sehr stark | 793.745.876 $ | -199.344.211 $ | -20,1 % | 1 | 993.090.087 $ | +40.856.634 $ | +4,3 % | 1 | 952.233.453 $ | -640.774 $ | -0,1 % | 1 |
| SOMNIGROUP INTERNATIONAL INC. | SGI | → 0 | Stark | 685.527.279 $ | -245.577.680 $ | -26,4 % | 1 | 931.104.959 $ | -56.571.374 $ | -5,7 % | 1 | 987.676.333 $ | +46.084.611 $ | +4,9 % | 1 |
| MARKEL GROUP INC. | MKL | → 0 | Stark | 722.835.137 $ | -196.961.404 $ | -21,4 % | 1 | 919.796.541 $ | +188.257.905 $ | +25,7 % | 1 | 731.538.636 $ | +59.688.650 $ | +8,9 % | 1 |
| Live Nation Entertainment, Inc. | LYV | → 0 | Neutral | 815.082.832 $ | +19.053.322 $ | +2,4 % | 1 | 796.029.510 $ | -114.323.851 $ | -12,6 % | 1 | 910.353.361 $ | -126.121.741 $ | -12,2 % | 1 |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | WAB | → 0 | Sehr stark | 730.647.622 $ | -29.110.364 $ | -3,8 % | 1 | 759.757.986 $ | +20.299.332 $ | +2,7 % | 1 | 739.458.654 $ | -110.397.252 $ | -13,0 % | 1 |
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 751.953.719 $ | +182.048.257 $ | +31,9 % | 1 | ||||||||
| ITT INC. | ITT | → 0 | Schwach | 745.636.488 $ | +116.615.717 $ | +18,5 % | 1 | 704.491.194 $ | +41.452.848 $ | +6,3 % | 1 | ||||
| TRACTOR SUPPLY CO /DE/ | TSCO | → 0 | Neutral | 690.104.256 $ | +19.217.663 $ | +2,9 % | 1 | ||||||||
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 664.708.230 $ | +11.383.302 $ | +1,7 % | 1 | 653.324.928 $ | +3.758.676 $ | +0,6 % | 1 | ||||
| CDW Corp | CDW | → 0 | Neutral | 661.908.587 $ | -61.864.892 $ | -8,5 % | 1 | ||||||||
| 4.493.475.234 $ | -535.324.620 $ | -8,5 % | 6 | 7.719.126.846 $ | +1.141.092.504 $ | +3,8 % | 9 | 8.064.632.917 $ | +14.522.291 $ | +0,6 % | 10 | ||||