| 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 | ||||
| 387.506.195 $ | -30.283.567 $ | -5,7 % | 8 | 499.144.659 $ | -755.228 $ | +3,2 % | 9 | 465.693.080 $ | -23.162.829 $ | -2,9 % | 8 | ||||
| OPEN TEXT CORP | OTEX | → 0 | Neutral | 65.722.167 $ | -9.159.505 $ | -12,2 % | 1 | 74.881.672 $ | +11.230.666 $ | +17,6 % | 1 | ||||
| CRH PUBLIC LTD CO | CRH | → 0 | Neutral | 60.916.515 $ | -7.261.975 $ | -10,7 % | 1 | 68.178.490 $ | +2.661.293 $ | +4,1 % | 1 | 65.517.197 $ | +8.501.869 $ | +14,9 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 46.594.518 $ | -5.409.589 $ | -10,4 % | 1 | 52.004.107 $ | -15.914.011 $ | -23,4 % | 1 | 67.918.118 $ | -2.732.591 $ | -3,9 % | 1 |
| Core & Main, Inc. | CNM | → 0 | Neutral | 62.404.401 $ | -3.939.565 $ | -5,9 % | 1 | 66.343.966 $ | +3.753.564 $ | +6,0 % | 1 | 62.590.402 $ | -21.494.831 $ | -25,6 % | 1 |
| Colliers International Group Inc. | CIGI | → 0 | 52.592.445 $ | -9.400.937 $ | -15,2 % | 1 | 61.993.382 $ | -3.364.101 $ | -5,1 % | 1 | 65.357.483 $ | -11.729.912 $ | -15,2 % | 1 | |
| QUALYS, INC. | QLYS | → 0 | Schwach | 41.201.738 $ | -10.184.047 $ | -19,8 % | 1 | 51.385.785 $ | +4.579.341 $ | +9,8 % | 1 | 46.806.444 $ | -10.332.270 $ | -18,1 % | 1 |
| ZIFF DAVIS, INC. | ZD | → 0 | Neutral | 47.558.583 $ | -779.573 $ | -1,6 % | 1 | 48.338.156 $ | +4.948.593 $ | +11,4 % | 1 | ||||
| ServiceNow, Inc. | NOW | → 0 | Neutral | 45.349.503 $ | +951.977 $ | +2,1 % | 1 | 44.397.526 $ | +10.190.719 $ | +29,8 % | 1 | ||||
| TFI International Inc. | TFII | → 0 | Neutral | 42.860.944 $ | +1.300.291 $ | +3,1 % | 1 | 41.560.653 $ | +7.277.045 $ | +21,2 % | 1 | 34.283.608 $ | -1.554.353 $ | -4,3 % | 1 |
| LGI Homes, Inc. | LGIH | → 0 | Schwach | 35.586.131 $ | +3.660.278 $ | +11,5 % | 1 | ||||||||
| 387.506.195 $ | -30.283.567 $ | -5,7 % | 8 | 499.144.659 $ | -755.228 $ | +3,2 % | 9 | 465.693.080 $ | -23.162.829 $ | -2,9 % | 8 | ||||