| 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 | ||||
| 349.245.007 $ | +3.939.135 $ | +2,6 % | 10 | 321.690.805 $ | +59.307.318 $ | +27,6 % | 9 | 197.645.761 $ | +15.114.140 $ | +12,3 % | 6 | ||||
| GLOBUS MEDICAL INC | GMED | → 0 | Schwach | 42.327.392 $ | -3.777.090 $ | -8,2 % | 1 | 46.104.482 $ | +8.132.296 $ | +21,4 % | 1 | 37.972.186 $ | +5.593.519 $ | +17,3 % | 1 |
| TANDEM DIABETES CARE INC | TNDM | → 0 | Schwach | 39.153.287 $ | -6.515.548 $ | -14,3 % | 1 | 45.668.835 $ | +19.003.713 $ | +71,3 % | 1 | ||||
| GENERAC HOLDINGS INC. | GNRC | → 0 | Neutral | 40.681.184 $ | +11.789.699 $ | +40,8 % | 1 | 28.891.485 $ | -1.455.289 $ | -4,8 % | 1 | 30.346.774 $ | +9.962.549 $ | +48,9 % | 1 |
| LEAR CORP | LEA | → 0 | Stark | 38.283.922 $ | +1.425.009 $ | +3,9 % | 1 | 36.858.913 $ | +4.576.685 $ | +14,2 % | 1 | 32.282.228 $ | +1.587.446 $ | +5,2 % | 1 |
| FLOWSERVE CORP | FLS | → 0 | Neutral | 37.342.565 $ | +1.507.101 $ | +4,2 % | 1 | 35.835.464 $ | +17.865.960 $ | +99,4 % | 1 | ||||
| Envista Holdings Corp | NVST | → 0 | Stark | 35.720.478 $ | -1.392.919 $ | -3,8 % | 1 | 37.113.397 $ | +306.151 $ | +0,8 % | 1 | 36.807.246 $ | +1.121.188 $ | +3,1 % | 1 |
| LivaNova PLC | LIVN | → 0 | Neutral | 31.609.745 $ | +4.828.899 $ | +18,0 % | 1 | ||||||||
| Cactus, Inc. | WHD | → 0 | Neutral | 30.116.804 $ | -759.770 $ | -2,5 % | 1 | 30.876.574 $ | +7.896.430 $ | +34,4 % | 1 | ||||
| MOHAWK INDUSTRIES INC | MHK | → 0 | Neutral | 28.967.424 $ | +235.514 $ | +0,8 % | 1 | 28.731.910 $ | -1.847.527 $ | -6,0 % | 1 | 30.579.437 $ | +5.539.976 $ | +22,1 % | 1 |
| Gates Industrial Corp Ltd. | GTES | → 0 | Neutral | 28.722.794 $ | +977.092 $ | +3,5 % | 1 | 29.657.890 $ | -8.690.538 $ | -22,7 % | 1 | ||||
| dLocal Ltd | DLO | → 0 | Neutral | 27.929.157 $ | +450.047 $ | +1,6 % | 1 | ||||||||
| 349.245.007 $ | +3.939.135 $ | +2,6 % | 10 | 321.690.805 $ | +59.307.318 $ | +27,6 % | 9 | 197.645.761 $ | +15.114.140 $ | +12,3 % | 6 | ||||