| 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 | ||||
| 1.516.126.056 $ | +312.970.542 $ | +29,9 % | 11 | 1.019.260.321 $ | +315.217.164 $ | +26,6 % | 8 | 635.163.653 $ | +161.783.082 $ | +13,0 % | 6 | ||||
| VERISIGN INC/CA | VRSN | → 0 | Neutral | 227.252.380 $ | +77.566.755 $ | +51,8 % | 1 | 149.685.625 $ | +149.685.625 $ | 1 | |||||
| Liberty Media Corp | FWONA | → 0 | Stark | 191.730.413 $ | +33.782.015 $ | +21,4 % | 1 | 157.948.398 $ | +79.751.050 $ | +102,0 % | 1 | ||||
| CORPAY, INC. | CPAY | → 0 | Stark | 154.859.058 $ | +21.902.165 $ | +16,5 % | 1 | 132.956.893 $ | +26.576.335 $ | +25,0 % | 1 | 106.380.558 $ | +106.380.558 $ | 1 | |
| OPENLANE, Inc. | OPLN | → 0 | Stark | 144.792.248 $ | +59.027.516 $ | +68,8 % | 1 | ||||||||
| Silicon Motion Technology CORP | SIMO | → 0 | Stark | 131.751.541 $ | +58.727.394 $ | +80,4 % | 1 | ||||||||
| Fidelity National Information Services, Inc. | FIS | → 0 | Neutral | 121.871.242 $ | -8.242.817 $ | -6,3 % | 1 | 130.114.059 $ | +9.431.990 $ | +7,8 % | 1 | 120.682.069 $ | +33.330.767 $ | +38,2 % | 1 |
| Woodward, Inc. | WWD | → 0 | Sehr stark | 122.451.948 $ | -2.019.545 $ | -1,6 % | 1 | 124.471.493 $ | +29.617.300 $ | +31,2 % | 1 | ||||
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 121.079.350 $ | +7.014.427 $ | +6,1 % | 1 | 114.064.923 $ | +8.897.911 $ | +8,5 % | 1 | ||||
| Allegion plc | ALLE | → 0 | Neutral | 116.639.829 $ | +20.469.834 $ | +21,3 % | 1 | 96.169.995 $ | +3.272.824 $ | +3,5 % | 1 | ||||
| Atlanta Braves Holdings, Inc. | BATRA | → 0 | Stark | 97.592.847 $ | -9.241.661 $ | -8,7 % | 1 | 106.834.508 $ | +9.867.613 $ | +10,2 % | 1 | 96.966.895 $ | -11.993.810 $ | -11,0 % | 1 |
| VALVOLINE INC | VVV | → 0 | Stark | 106.018.241 $ | +26.444.841 $ | +33,2 % | 1 | ||||||||
| Hewlett Packard Enterprise Co | HPE | → 0 | Neutral | 101.166.309 $ | +34.554.045 $ | +51,9 % | 1 | ||||||||
| Fabrinet | FN | → 0 | Neutral | 100.779.145 $ | +12.868.439 $ | +14,6 % | 1 | ||||||||
| ENTEGRIS INC | ENTG | → 0 | Stark | 96.290.063 $ | +12.299.217 $ | +14,6 % | 1 | ||||||||
| 1.516.126.056 $ | +312.970.542 $ | +29,9 % | 11 | 1.019.260.321 $ | +315.217.164 $ | +26,6 % | 8 | 635.163.653 $ | +161.783.082 $ | +13,0 % | 6 | ||||