| 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 | ||||
| 192.911.038 $ | +65.533.813 $ | +181,5 % | 8 | 146.271.090 $ | +35.562.768 $ | +20,8 % | 7 | 179.615.938 $ | +36.826.799 $ | +48,0 % | 10 | ||||
| TERAWULF INC. | WULF | → 0 | Sehr schwach | 42.569.943 $ | +37.543.068 $ | +746,8 % | 1 | ||||||||
| Talen Energy Corp | TLN | → 0 | Schwach | 19.952.513 $ | -8.910.167 $ | -30,9 % | 1 | 28.862.680 $ | -7.013.018 $ | -19,5 % | 1 | 35.875.698 $ | +12.904.868 $ | +56,2 % | 1 |
| Legence Corp. | LGN | → 0 | Neutral | 28.834.122 $ | +4.774.762 $ | +19,8 % | 1 | 24.059.360 $ | +24.059.360 $ | 1 | |||||
| BBB FOODS INC | TBBB | → 0 | Schwach | 25.289.550 $ | +247.050 $ | +1,0 % | 1 | 25.042.500 $ | +5.179.208 $ | +26,1 % | 1 | 19.863.292 $ | -318.228 $ | -1,6 % | 1 |
| Construction Partners, Inc. | ROAD | → 0 | Neutral | 22.779.600 $ | +2.697.850 $ | +13,4 % | 1 | 20.081.750 $ | +4.591.052 $ | +29,6 % | 1 | 15.490.698 $ | +1.142.898 $ | +8,0 % | 1 |
| AerCap Holdings N.V. | AER | → 0 | 22.497.520 $ | +5.246.320 $ | +30,4 % | 1 | 17.251.200 $ | +2.458.103 $ | +16,6 % | 1 | 14.793.097 $ | -11.531.903 $ | -43,8 % | 1 | |
| FLOWSERVE CORP | FLS | → 0 | Neutral | 18.377.500 $ | +14.492.220 $ | +373,0 % | 1 | ||||||||
| Vistra Corp. | VST | → 0 | Neutral | 17.746.300 $ | +1.057.443 $ | +6,3 % | 1 | 16.688.857 $ | +12.773.895 $ | +326,3 % | 1 | ||||
| QXO, Inc. | QXO | → 0 | Schwach | 17.076.883 $ | -1.232.117 $ | -6,7 % | 1 | ||||||||
| CARVANA CO. | CVNA | → 0 | Schwach | 16.393.341 $ | +5.004.093 $ | +43,9 % | 1 | ||||||||
| National Vision Holdings, Inc. | EYE | → 0 | Neutral | 15.818.003 $ | +1.554.104 $ | +10,9 % | 1 | ||||||||
| SharkNinja, Inc. | SN | → 0 | Neutral | 15.406.484 $ | +4.319.604 $ | +39,0 % | 1 | ||||||||
| CENTERPOINT ENERGY INC | CNP | → 0 | Stark | 13.227.300 $ | +5.230.620 $ | +65,4 % | 1 | ||||||||
| Cardinal Infrastructure Group Inc. | CDNL | → 0 | Schwach | 12.610.290 $ | +9.442.710 $ | +298,1 % | 1 | ||||||||
| BILL Holdings, Inc. | BILL | → 0 | Neutral | 12.209.585 $ | +12.209.585 $ | 1 | |||||||||
| 192.911.038 $ | +65.533.813 $ | +181,5 % | 8 | 146.271.090 $ | +35.562.768 $ | +20,8 % | 7 | 179.615.938 $ | +36.826.799 $ | +48,0 % | 10 | ||||