| 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 | ||||
| 260.477.457 $ | +120.535.254 $ | +432,1 % | 13 | 124.878.961 $ | +13.841.320 $ | +135,5 % | 5 | 156.775.331 $ | -6.764.208 $ | -15,6 % | 7 | ||||
| STAR GROUP, L.P. | SGU | → 0 | Neutral | 41.763.138 $ | +1.496.399 $ | +3,7 % | 1 | 40.266.739 $ | +34.010 $ | +0,1 % | 1 | 40.232.729 $ | +442.118 $ | +1,1 % | 1 |
| HUDSON TECHNOLOGIES INC /NY | HDSN | → 0 | Neutral | 22.344.000 $ | -3.686.000 $ | -14,2 % | 1 | 26.030.000 $ | -11.704.000 $ | -31,0 % | 1 | 37.734.000 $ | +5.254.000 $ | +16,2 % | 1 |
| Venture Global, Inc. | VG | → 0 | Neutral | 27.410.123 $ | +27.410.123 $ | 1 | |||||||||
| Ovintiv Inc. | OVV | → 0 | Stark | 26.854.743 $ | +2.600.669 $ | +10,7 % | 1 | 24.254.074 $ | +18.028.752 $ | +289,6 % | 1 | ||||
| GLOBAL PARTNERS LP | GLP | → 0 | 18.597.886 $ | -2.665.262 $ | -12,5 % | 1 | 21.263.148 $ | -3.124.692 $ | -12,8 % | 1 | 24.387.840 $ | -2.403.218 $ | -9,0 % | 1 | |
| Cheniere Energy, Inc. | LNG | → 0 | Sehr stark | 22.152.859 $ | +21.375.299 $ | +2.749,0 % | 1 | ||||||||
| DEVON ENERGY CORP/DE | DVN | → 0 | Neutral | 21.656.873 $ | +19.609.256 $ | +957,7 % | 1 | ||||||||
| CENOVUS ENERGY INC. | CVE | → 0 | Schwach | 20.895.198 $ | +16.496.349 $ | +375,0 % | 1 | ||||||||
| TEEKAY TANKERS LTD. | TNK | → 0 | 13.598.074 $ | +5.672.683 $ | +71,6 % | 1 | 20.344.403 $ | -2.180.767 $ | -9,7 % | 1 | |||||
| BARRICK MINING CORP | B | → 0 | Stark | 13.065.000 $ | +10.607.250 $ | +431,6 % | 1 | ||||||||
| METHANEX CORP | MEOH | → 0 | Neutral | 12.792.705 $ | +7.446.178 $ | +139,3 % | 1 | ||||||||
| HALLIBURTON CO | HAL | → 0 | Sehr stark | 11.611.200 $ | +11.611.200 $ | 1 | |||||||||
| EXPAND ENERGY Corp | EXE | → 0 | Sehr stark | 11.470.095 $ | -8.231.955 $ | -41,8 % | 1 | ||||||||
| JBS N.V. | JBS | → 0 | 10.995.064 $ | -11.255.586 $ | -50,6 % | 1 | |||||||||
| Core Natural Resources, Inc. | CNR | → 0 | Stark | 10.978.741 $ | +10.978.741 $ | 1 | |||||||||
| IAMGOLD CORP | IAG | → 0 | Sehr stark | 10.752.777 $ | +3.120.479 $ | +40,9 % | 1 | ||||||||
| Owens Corning | OC | → 0 | Neutral | 10.680.340 $ | +10.680.340 $ | 1 | |||||||||
| 260.477.457 $ | +120.535.254 $ | +432,1 % | 13 | 124.878.961 $ | +13.841.320 $ | +135,5 % | 5 | 156.775.331 $ | -6.764.208 $ | -15,6 % | 7 | ||||