| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 1.327.562.087 $ | +240.342.766 $ | +194,6 % | 1.158.305.427 $ | -37.747.825 $ | +24,7 % | 1.266.946.766 $ | +341.509.513 $ | +106,2 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 616.586.916 $ | -24.813.228 $ | -3,9 % | 641.400.144 $ | -146.092.848 $ | -18,6 % | 787.492.992 $ | +214.697.842 $ | +37,5 % |
| EchoStar CORP | SATS | 96.035.146 $ | +65.052.076 $ | +210,0 % | 30.983.070 $ | +30.983.070 $ | ||||
| CHART INDUSTRIES INC | GTLS | 50.290.037 $ | +48.924.536 $ | +3.582,9 % | ||||||
| Talen Energy Corp | TLN | 50.163.713 $ | +38.657.609 $ | +336,0 % | 11.506.104 $ | -10.670.052 $ | -48,1 % | 22.176.156 $ | +3.629.409 $ | +19,6 % |
| SEMTECH CORP | SMTC | 21.072.908 $ | -28.865.998 $ | -57,8 % | 49.938.906 $ | +14.525.132 $ | +41,0 % | 35.413.774 $ | +11.709.732 $ | +49,4 % |
| MICRON TECHNOLOGY INC | MU | 48.211.457 $ | +13.874.716 $ | +40,4 % | 34.336.741 $ | -1.206.834 $ | -3,4 % | 35.543.575 $ | +6.095.251 $ | +20,7 % |
| ROGERS CORP | ROG | 43.298.050 $ | +15.442.396 $ | +55,4 % | 27.855.654 $ | +7.359.932 $ | +35,9 % | 20.495.722 $ | +8.724.568 $ | +74,1 % |
| AMAZON COM INC | AMZN | 39.805.601 $ | +19.171.949 $ | +92,9 % | 20.633.652 $ | +13.750.730 $ | +199,8 % | 6.882.922 $ | -977.670 $ | -12,4 % |
| GOLAR LNG LTD | GLNG | 39.708.763 $ | +23.891.925 $ | +151,1 % | 15.816.838 $ | +4.239.400 $ | +36,6 % | 11.577.438 $ | -2.633.519 $ | -18,5 % |
| NOVANTA INC | NOVT | 38.358.687 $ | +14.886.331 $ | +63,4 % | 23.472.356 $ | +6.071.190 $ | +34,9 % | 17.401.166 $ | +283.721 $ | +1,7 % |
| NVIDIA CORP | NVDA | 37.165.347 $ | +20.699.102 $ | +125,7 % | 16.466.245 $ | -12.600.621 $ | -43,4 % | |||
| FLOWSERVE CORP | FLS | 20.447.257 $ | -13.684.034 $ | -40,1 % | 34.131.291 $ | -2.789.384 $ | -7,6 % | 36.920.675 $ | +36.920.675 $ | |
| MICROSOFT CORP | MSFT | 36.811.704 $ | +20.490.582 $ | +125,5 % | 16.321.122 $ | +647.235 $ | +4,1 % | 15.673.887 $ | -2.303.165 $ | -12,8 % |
| ADVANCED MICRO DEVICES INC | AMD | 28.569.801 $ | +8.442.478 $ | +41,9 % | 20.127.323 $ | +3.751.495 $ | +22,9 % | 16.375.828 $ | +3.778.055 $ | +30,0 % |
| FLUOR CORP | FLR | 26.607.971 $ | +2.109.524 $ | +8,6 % | 24.498.447 $ | -6.339.707 $ | -20,6 % | |||
| PARSONS CORP | PSN | 25.545.401 $ | +20.901.954 $ | +450,1 % | 4.643.447 $ | +4.643.447 $ | ||||
| BLACKBAUD INC | BLKB | 24.395.993 $ | +3.907.277 $ | +19,1 % | 20.488.716 $ | +773.934 $ | +3,9 % | 19.714.782 $ | +663.198 $ | +3,5 % |
| CENTENE CORP | CNC | 9.067.444 $ | -9.725.319 $ | -51,8 % | 18.792.763 $ | +5.706.072 $ | +43,6 % | 13.086.691 $ | -1.550.247 $ | -10,6 % |
| ETSY INC | ETSY | 17.530.017 $ | +1.013.148 $ | +6,1 % | ||||||
| HENRY SCHEIN INC | HSIC | 15.536.678 $ | -125.248 $ | -0,8 % | 15.661.926 $ | -1.576.340 $ | -9,1 % | 17.238.266 $ | +1.143.253 $ | +7,1 % |
| Silicon Motion Technology CORP | SIMO | 12.320.850 $ | -3.766.226 $ | -23,4 % | 16.087.076 $ | -1.021.691 $ | -6,0 % | 17.108.767 $ | +2.454.153 $ | +16,7 % |
| Sandisk Corp | SNDK | 16.775.882 $ | +5.547.804 $ | +49,4 % | 11.228.078 $ | +7.675.812 $ | +216,1 % | 3.552.266 $ | -177.025 $ | -4,7 % |
| Nebius Group N.V. | NBIS | 8.437.297 $ | -7.427.128 $ | -46,8 % | 15.864.425 $ | +15.864.425 $ | ||||
| BECTON DICKINSON & CO | BDX | 15.403.801 $ | +15.403.801 $ | |||||||
| Hewlett Packard Enterprise Co | HPE | 13.694.902 $ | +4.978.110 $ | +57,1 % | 8.716.792 $ | +2.130.512 $ | +32,3 % | |||
| RH | RH | 11.956.829 $ | +11.686.423 $ | +4.321,8 % | 270.406 $ | +270.406 $ | ||||
| PEPSICO INC | PEP | 11.901.307 $ | +11.901.307 $ | |||||||
| APPFOLIO INC | APPF | 11.458.350 $ | +11.458.350 $ | |||||||
| Magnera Corp | MAGN | 10.001.560 $ | +7.922.420 $ | +381,0 % | 2.079.140 $ | -7.446.488 $ | -78,2 % | |||
| Mereo BioPharma Group plc | MREO | 7.898.376 $ | -1.906.846 $ | -19,4 % | 9.805.222 $ | +2.564.960 $ | +35,4 % | |||
| QuidelOrtho Corp | QDEL | 9.049.407 $ | +2.200.132 $ | +32,1 % | 6.849.275 $ | -82.973 $ | -1,2 % | 6.932.248 $ | +2.688.079 $ | +63,3 % |
| COMCAST CORP | CMCSA | 8.600.877 $ | +8.600.877 $ | |||||||
| Smurfit Westrock plc | SW | 8.417.995 $ | +8.417.995 $ | |||||||
| MAGNACHIP SEMICONDUCTOR Corp | MX | 3.725.642 $ | -2.221.909 $ | -37,4 % | 5.947.551 $ | -1.615.149 $ | -21,4 % | 7.562.700 $ | +1.045.096 $ | +16,0 % |
| BIOMARIN PHARMACEUTICAL INC | BMRN | 7.482.791 $ | -12.384.846 $ | -62,3 % | ||||||
| POOL CORP | POOL | 7.401.206 $ | +7.401.206 $ | |||||||
| SCOTTS MIRACLE-GRO CO | SMG | 6.328.291 $ | +5.333.147 $ | +535,9 % | 995.144 $ | +995.144 $ | ||||
| WESTERN DIGITAL CORP | WDC | 5.894.218 $ | +1.786.365 $ | +43,5 % | 4.107.853 $ | +552.185 $ | +15,5 % | 3.555.668 $ | -2.071.905 $ | -36,8 % |
| VAIL RESORTS INC | MTN | 4.767.786 $ | -602.076 $ | -11,2 % | 5.369.862 $ | +2.516.224 $ | +88,2 % | 2.853.638 $ | +2.853.638 $ | |
| Amrize Ltd | AMRZ | 5.253.588 $ | +5.253.588 $ | |||||||
| WERNER ENTERPRISES INC | WERN | 4.932.324 $ | +1.080.234 $ | +28,0 % | 3.852.090 $ | -152.210 $ | -3,8 % | 4.004.300 $ | +4.004.300 $ | |
| CLARIVATE PLC | CLVT | 4.591.815 $ | -2.412.235 $ | -34,4 % | ||||||
| Galaxy Digital Inc. | GLXY | 4.033.565 $ | +4.033.565 $ | |||||||
| PERRIGO Co plc | PRGO | 2.900.734 $ | -579.626 $ | -16,7 % | 3.480.360 $ | -171.934 $ | -4,7 % | |||
| PG&E Corp | PCG | 3.092.752 $ | -324.859 $ | -9,5 % | 3.417.611 $ | -1.116.517 $ | -24,6 % | |||
| SAIA INC | SAIA | 3.046.495 $ | +3.046.495 $ | |||||||
| MORGAN STANLEY | MS | 2.906.469 $ | +858.940 $ | +42,0 % | ||||||
| MCGRATH RENTCORP | MGRC | 2.510.240 $ | -295.928 $ | -10,5 % | 2.806.168 $ | +32.057 $ | +1,2 % | 2.774.111 $ | +120.229 $ | +4,5 % |
| GEO GROUP INC | GEO | 2.164.400 $ | -586.751 $ | -21,3 % | 2.751.151 $ | +1.702.404 $ | +162,3 % | 1.048.747 $ | +1.048.747 $ | |
| VALVOLINE INC | VVV | 2.221.114 $ | +2.221.114 $ | |||||||
| ADVANCE AUTO PARTS INC | AAP | 1.947.885 $ | -6.003.197 $ | -75,5 % | ||||||
| ENVIRI Corp | NVRI | 1.187.773 $ | -6.343 $ | -0,5 % | 1.194.116 $ | +1.194.116 $ | ||||
| Syndax Pharmaceuticals Inc | SNDX | 912.107 $ | +386.294 $ | +73,5 % | 525.813 $ | +205.745 $ | +64,3 % | 320.068 $ | -99.796 $ | -23,8 % |
| EQT Corp | EQT | 893.251 $ | +893.251 $ | |||||||
| KB HOME | KBH | 864.652 $ | +864.652 $ | |||||||
| CIMPRESS plc | CMPR | 786.827 $ | +49.133 $ | +6,7 % | 737.694 $ | +737.694 $ | ||||
| NEOGEN CORP | NEOG | 630.415 $ | -513.037 $ | -44,9 % | ||||||
| JACK IN THE BOX INC | JACK | 243.053 $ | -316.517 $ | -56,6 % | 559.570 $ | +65.382 $ | +13,2 % | 494.188 $ | +214.022 $ | +76,4 % |
| CYTOKINETICS INC | CYTK | 374.662 $ | +149.428 $ | +66,3 % | 225.234 $ | -6.465.477 $ | -96,6 % | |||
| HUMANA INC | HUM | 293.376 $ | -300.122 $ | -50,6 % | ||||||
| RAYMOND JAMES FINANCIAL INC | RJF | 154.574 $ | +154.574 $ | |||||||
| 1.327.562.087 $ | +240.342.766 $ | +194,6 % | 1.158.305.427 $ | -37.747.825 $ | +24,7 % | 1.266.946.766 $ | +341.509.513 $ | +106,2 % | ||