| Aktie | Ticker | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 2.751.389.910 $ | +517.274.769 $ | +19,9 % | 2.165.811.089 $ | +587.518.810 $ | +134,3 % | 2.097.858.171 $ | -59.399.284 $ | -11,5 % | 2.397.034.823 $ | +542.605.516 $ | +53,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 184.286.085 $ | +2.966.130 $ | +1,6 % | 181.319.955 $ | +6.455.759 $ | +3,7 % | 174.864.196 $ | -131.498.096 $ | -42,9 % | 306.362.292 $ | +161.449.881 $ | +111,4 % |
| VERISIGN INC/CA | VRSN | 227.252.380 $ | +77.566.755 $ | +51,8 % | 149.685.625 $ | +149.685.625 $ | |||||||
| Liberty Media Corp | FWONA | 191.730.413 $ | +33.782.015 $ | +21,4 % | 157.948.398 $ | +79.751.050 $ | +102,0 % | 78.197.348 $ | +78.197.348 $ | ||||
| CORPAY, INC. | CPAY | 154.859.058 $ | +21.902.165 $ | +16,5 % | 132.956.893 $ | +26.576.335 $ | +25,0 % | 106.380.558 $ | +106.380.558 $ | ||||
| OPENLANE, Inc. | OPLN | 144.792.248 $ | +59.027.516 $ | +68,8 % | 85.764.732 $ | +16.661.506 $ | +24,1 % | 69.103.226 $ | -13.456.722 $ | -16,3 % | 82.559.948 $ | -5.690.107 $ | -6,4 % |
| Silicon Motion Technology CORP | SIMO | 131.751.541 $ | +58.727.394 $ | +80,4 % | 73.024.147 $ | +37.684.004 $ | +106,6 % | 35.340.143 $ | +19.033.515 $ | +116,7 % | 16.306.628 $ | +16.306.628 $ | |
| Fidelity National Information Services, Inc. | FIS | 121.871.242 $ | -8.242.817 $ | -6,3 % | 130.114.059 $ | +9.431.990 $ | +7,8 % | 120.682.069 $ | +33.330.767 $ | +38,2 % | 87.351.302 $ | +8.020.232 $ | +10,1 % |
| GLOBUS MEDICAL INC | GMED | 43.078.277 $ | -46.791.811 $ | -52,1 % | 89.870.088 $ | -35.441.825 $ | -28,3 % | 125.311.913 $ | +2.330.423 $ | +1,9 % | |||
| Woodward, Inc. | WWD | 122.451.948 $ | -2.019.545 $ | -1,6 % | 124.471.493 $ | +29.617.300 $ | +31,2 % | 94.854.193 $ | -28.143.733 $ | -22,9 % | 122.997.926 $ | +14.754.347 $ | +13,6 % |
| Allegion plc | ALLE | 116.639.829 $ | +20.469.834 $ | +21,3 % | 96.169.995 $ | +3.272.824 $ | +3,5 % | 92.897.171 $ | -28.026.283 $ | -23,2 % | 120.923.454 $ | -801.858 $ | -0,7 % |
| Atlanta Braves Holdings, Inc. | BATRA | 97.592.847 $ | -9.241.661 $ | -8,7 % | 106.834.508 $ | +9.867.613 $ | +10,2 % | 96.966.895 $ | -11.993.810 $ | -11,0 % | 108.960.705 $ | +10.670.803 $ | +10,9 % |
| VALVOLINE INC | VVV | 106.018.241 $ | +26.444.841 $ | +33,2 % | 79.573.400 $ | +38.943.569 $ | +95,8 % | 40.629.831 $ | +12.651.475 $ | +45,2 % | 27.978.356 $ | +27.978.356 $ | |
| Hewlett Packard Enterprise Co | HPE | 101.166.309 $ | +34.554.045 $ | +51,9 % | 66.612.264 $ | +66.612.264 $ | |||||||
| Fabrinet | FN | 100.779.145 $ | +12.868.439 $ | +14,6 % | 87.910.706 $ | +87.910.706 $ | |||||||
| BLACKLINE, INC. | BL | 69.960.451 $ | -12.843.567 $ | -15,5 % | 82.804.018 $ | -4.641.328 $ | -5,3 % | 87.445.346 $ | -9.139.202 $ | -9,5 % | 96.584.548 $ | +1.684.011 $ | +1,8 % |
| ENTEGRIS INC | ENTG | 91.733.422 $ | -4.556.641 $ | -4,7 % | 96.290.063 $ | +12.299.217 $ | +14,6 % | 83.990.846 $ | -3.158.830 $ | -3,6 % | |||
| United Parks & Resorts Inc. | PRKS | 51.094.023 $ | -44.275.313 $ | -46,4 % | 95.369.336 $ | +2.409.905 $ | +2,6 % | 92.959.431 $ | +13.824.118 $ | +17,5 % | |||
| CARPENTER TECHNOLOGY CORP | CRS | 42.982.846 $ | +5.941.290 $ | +16,0 % | 37.041.556 $ | +1.327.272 $ | +3,7 % | 35.714.284 $ | -56.306.990 $ | -61,2 % | 92.021.274 $ | +25.120.197 $ | +37,5 % |
| ALIGN TECHNOLOGY INC | ALGN | 28.829.526 $ | -57.832.684 $ | -66,7 % | 86.662.210 $ | +28.946.466 $ | +50,2 % | ||||||
| TKO Group Holdings, Inc. | TKO | 83.410.708 $ | +9.207.975 $ | +12,4 % | 74.202.733 $ | +34.214.047 $ | +85,6 % | 39.988.686 $ | +301.934 $ | +0,8 % | 39.686.752 $ | -72.517.658 $ | -64,6 % |
| WEX Inc. | WEX | 25.017.602 $ | -42.659.692 $ | -63,0 % | 67.677.294 $ | -2.608.024 $ | -3,7 % | 70.285.318 $ | +11.048.841 $ | +18,7 % | 59.236.477 $ | +52.976.561 $ | +846,3 % |
| Acadia Healthcare Company, Inc. | ACHC | 19.554.812 $ | -14.204.574 $ | -42,1 % | 33.759.386 $ | -35.703.878 $ | -51,4 % | 69.463.264 $ | +5.807.309 $ | +9,1 % | 63.655.955 $ | -11.332.257 $ | -15,1 % |
| nCino, Inc. | NCNO | 67.137.514 $ | +51.297.122 $ | +323,8 % | 15.840.392 $ | +7.635.756 $ | +93,1 % | 8.204.636 $ | +8.204.636 $ | ||||
| WORKIVA INC | WK | 65.091.035 $ | +65.091.035 $ | ||||||||||
| Super Micro Computer, Inc. | SMCI | 60.932.019 $ | +60.932.019 $ | ||||||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | 59.293.374 $ | +37.901.202 $ | +177,2 % | 21.392.172 $ | +21.392.172 $ | |||||||
| Howmet Aerospace Inc. | HWM | 23.163.578 $ | -34.563.339 $ | -59,9 % | 57.726.917 $ | +12.756.921 $ | +28,4 % | ||||||
| MCGRATH RENTCORP | MGRC | 53.692.685 $ | +2.566.382 $ | +5,0 % | 51.126.303 $ | -4.044.814 $ | -7,3 % | 55.171.117 $ | -2.361.509 $ | -4,1 % | 57.532.626 $ | +2.262.407 $ | +4,1 % |
| WESTERN DIGITAL CORP | WDC | 56.640.606 $ | +532.267 $ | +0,9 % | 56.108.339 $ | +36.934.757 $ | +192,6 % | 19.173.582 $ | +19.173.582 $ | ||||
| INSULET CORP | PODD | 50.711.794 $ | +419.353 $ | +0,8 % | |||||||||
| HENRY SCHEIN INC | HSIC | 31.850.963 $ | -17.596.582 $ | -35,6 % | 49.447.545 $ | +29.763.519 $ | +151,2 % | ||||||
| Millrose Properties, Inc. | MRP | 18.735.052 $ | -919.677 $ | -4,7 % | 19.654.729 $ | -15.313.417 $ | -43,8 % | 34.968.146 $ | -12.871.891 $ | -26,9 % | 47.840.037 $ | +40.230.076 $ | +528,7 % |
| INSPERITY, INC. | NSP | 39.607.678 $ | -5.421.933 $ | -12,0 % | 45.029.611 $ | -2.555.369 $ | -5,4 % | 47.584.980 $ | +47.584.980 $ | ||||
| ESCO TECHNOLOGIES INC | ESE | 47.438.982 $ | +47.438.982 $ | ||||||||||
| Six Flags Entertainment Corporation/NEW | FUN | 24.292.260 $ | +674.029 $ | +2,9 % | 23.618.231 $ | -11.362.617 $ | -32,5 % | 34.980.848 $ | -11.870.702 $ | -25,3 % | 46.851.550 $ | -14.730.886 $ | -23,9 % |
| Crane Co | CR | 35.182.224 $ | -10.445.758 $ | -22,9 % | 45.627.982 $ | +38.851.630 $ | +573,3 % | 6.776.352 $ | -3.458.719 $ | -33,8 % | 10.235.071 $ | +10.235.071 $ | |
| ROBERT HALF INC. | RHI | 45.349.160 $ | +24.642.376 $ | +119,0 % | 20.706.784 $ | +19.774.882 $ | +2.122,0 % | 931.902 $ | -14.256.598 $ | -93,9 % | 15.188.500 $ | +15.188.500 $ | |
| CARMAX INC | KMX | 43.702.483 $ | +43.702.483 $ | ||||||||||
| RB GLOBAL INC. | RBA | 38.023.695 $ | +38.023.695 $ | ||||||||||
| Rapid7, Inc. | RPD | 15.667.838 $ | -22.130.699 $ | -58,5 % | 37.798.537 $ | -28.703.866 $ | -43,2 % | ||||||
| MYR GROUP INC. | MYRG | 36.686.072 $ | +12.389.527 $ | +51,0 % | 24.296.545 $ | +5.483.144 $ | +29,1 % | 18.813.401 $ | -8.483.211 $ | -31,1 % | 27.296.612 $ | -6.453.515 $ | -19,1 % |
| XPO, Inc. | XPO | 17.584.985 $ | -8.779.924 $ | -33,3 % | 26.364.909 $ | -8.458.878 $ | -24,3 % | 34.823.787 $ | +878.550 $ | +2,6 % | 33.945.237 $ | +2.791.360 $ | +9,0 % |
| Edwards Lifesciences Corp | EW | 33.560.380 $ | +14.428.197 $ | +75,4 % | |||||||||
| ATI INC | ATI | 26.997.376 $ | +2.955.156 $ | +12,3 % | 24.042.220 $ | +1.706.256 $ | +7,6 % | 22.335.964 $ | +5.819.122 $ | +35,2 % | 16.516.842 $ | +16.516.842 $ | |
| MOSAIC CO | MOS | 25.707.456 $ | +25.707.456 $ | ||||||||||
| MASIMO CORP | MASI | 25.011.791 $ | +25.011.791 $ | ||||||||||
| BRP Inc. | DOO | 24.536.825 $ | +24.536.825 $ | ||||||||||
| Liberty Energy Inc. | LBRT | 22.094.842 $ | +5.595.626 $ | +33,9 % | 16.499.216 $ | +12.899.946 $ | +358,4 % | 3.599.270 $ | +3.599.270 $ | ||||
| Vistance Networks, Inc. | VISN | 17.238.931 $ | +17.238.931 $ | ||||||||||
| FORMFACTOR INC | FORM | 16.069.470 $ | +16.069.470 $ | ||||||||||
| Doximity, Inc. | DOCS | 15.347.268 $ | +15.347.268 $ | ||||||||||
| ACV Auctions Inc. | ACVA | 14.502.294 $ | +14.502.294 $ | ||||||||||
| MUELLER INDUSTRIES INC | MLI | 14.468.841 $ | +14.468.841 $ | ||||||||||
| REPLIGEN CORP | RGEN | 14.353.452 $ | +14.353.452 $ | ||||||||||
| AMBARELLA INC | AMBA | 14.212.248 $ | +14.212.248 $ | ||||||||||
| Match Group, Inc. | MTCH | 11.849.466 $ | -66.556.196 $ | -84,9 % | |||||||||
| Sonos Inc | SONO | 10.292.050 $ | +133.292 $ | +1,3 % | |||||||||
| Archrock, Inc. | AROC | 9.637.651 $ | +9.637.651 $ | ||||||||||
| APPIAN CORP | APPN | 9.290.666 $ | +1.272.155 $ | +15,9 % | 8.018.511 $ | +186.233 $ | +2,4 % | 7.832.278 $ | +275.415 $ | +3,6 % | |||
| StandardAero, Inc. | SARO | 8.833.515 $ | +8.833.515 $ | ||||||||||
| Twist Bioscience Corp | TWST | 8.619.897 $ | +2.389.099 $ | +38,3 % | |||||||||
| Toast, Inc. | TOST | 6.831.627 $ | +6.831.627 $ | ||||||||||
| VERRA MOBILITY Corp | VRRM | 6.390.145 $ | +6.390.145 $ | ||||||||||
| Voyager Technologies, Inc./DE | VOYG | 3.489.325 $ | +3.489.325 $ | ||||||||||
| TELEPHONE & DATA SYSTEMS INC /DE/ | TDS | 3.367.540 $ | -15.773.313 $ | -82,4 % | |||||||||
| Guardant Health, Inc. | GH | 3.320.152 $ | +3.320.152 $ | ||||||||||
| Everus Construction Group, Inc. | ECG | 3.305.680 $ | +3.305.680 $ | ||||||||||
| SharonAI Holdings Inc. | SHAZ | 2.776.583 $ | +2.776.583 $ | ||||||||||
| AAR CORP | AIR | 1.647.521 $ | +1.647.521 $ | ||||||||||
| OUTFRONT Media Inc. | OUT | 1.039.176 $ | +1.039.176 $ | ||||||||||
| 2.751.389.910 $ | +517.274.769 $ | +19,9 % | 2.165.811.089 $ | +587.518.810 $ | +134,3 % | 2.097.858.171 $ | -59.399.284 $ | -11,5 % | 2.397.034.823 $ | +542.605.516 $ | +53,3 % | ||