| 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 | ||||
| 7.439.411 $ | -169.260 $ | -2,2 % | 1 | 103.070.518 $ | +38.606.784 $ | +332,8 % | 13 | 94.070.647 $ | +67.344.157 $ | +441,4 % | 11 | ||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 7.957.674 $ | -3.815.414 $ | -32,4 % | 1 | 11.773.088 $ | +5.777.021 $ | +96,3 % | 1 | ||||
| MANULIFE FINANCIAL CORP | MFC | → 0 | Neutral | 10.167.796 $ | +7.219.806 $ | +244,9 % | 1 | ||||||||
| IDEX CORP /DE/ | IEX | → 0 | Stark | 10.142.064 $ | +977.486 $ | +10,7 % | 1 | ||||||||
| UNIVERSAL DISPLAY CORP \PA\ | OLED | → 0 | Neutral | 8.804.161 $ | +8.210.395 $ | +1.382,8 % | 1 | ||||||||
| SKYWORKS SOLUTIONS, INC. | SWKS | → 0 | Schwach | 8.724.962 $ | +8.238.448 $ | +1.693,4 % | 1 | ||||||||
| COMMERCE BANCSHARES INC /MO/ | CBSH | → 0 | Neutral | 8.607.679 $ | +1.923.882 $ | +28,8 % | 1 | ||||||||
| Vontier Corp | VNT | → 0 | Neutral | 8.261.291 $ | +907.859 $ | +12,3 % | 1 | ||||||||
| HNI CORP | HNI | → 0 | Neutral | 8.006.150 $ | +8.006.150 $ | 1 | |||||||||
| HEICO CORP | HEI | → 0 | Stark | 7.366.526 $ | -639.087 $ | -8,0 % | 1 | 8.005.613 $ | +8.005.613 $ | 1 | |||||
| MARSH & MCLENNAN COMPANIES, INC. | MRSH | → 0 | Neutral | 7.997.211 $ | +496.264 $ | +6,6 % | 1 | 7.500.947 $ | +6.737.675 $ | +882,7 % | 1 | ||||
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 7.978.316 $ | +6.610.324 $ | +483,2 % | 1 | ||||||||
| REPUBLIC SERVICES, INC. | RSG | → 0 | Neutral | 7.720.186 $ | -214.314 $ | -2,7 % | 1 | 7.934.500 $ | +7.934.500 $ | 1 | |||||
| Otis Worldwide Corp | OTIS | → 0 | Stark | 7.799.132 $ | +1.419.787 $ | +22,3 % | 1 | ||||||||
| Bank OZK | OZK | → 0 | Neutral | 7.439.411 $ | -169.260 $ | -2,2 % | 1 | 7.608.671 $ | +5.595.369 $ | +277,9 % | 1 | ||||
| TEXTRON INC | TXT | → 0 | Stark | 7.575.683 $ | +3.767.212 $ | +98,9 % | 1 | ||||||||
| AUTOZONE INC | AZO | → 0 | Schwach | 7.525.081 $ | +7.023.930 $ | +1.401,6 % | 1 | ||||||||
| INNOSPEC INC. | IOSP | → 0 | Stark | 7.521.509 $ | +1.229.805 $ | +19,5 % | 1 | ||||||||
| Viking Holdings Ltd | VIK | → 0 | Sehr stark | 7.461.811 $ | +7.461.811 $ | 1 | |||||||||
| CANADIAN NATIONAL RAILWAY CO | CNI | → 0 | Neutral | 7.408.808 $ | +5.784.113 $ | +356,0 % | 1 | ||||||||
| DOVER Corp | DOV | → 0 | Neutral | 7.292.306 $ | +7.292.306 $ | 1 | |||||||||
| 7.439.411 $ | -169.260 $ | -2,2 % | 1 | 103.070.518 $ | +38.606.784 $ | +332,8 % | 13 | 94.070.647 $ | +67.344.157 $ | +441,4 % | 11 | ||||