| 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 | ||||
| 596.201.474 $ | +214.998.185 $ | +36,7 % | 9 | 576.694.954 $ | +201.908.785 $ | +40,4 % | 10 | 371.073.282 $ | +17.153.220 $ | +7,4 % | 6 | ||||
| MKS INC | MKSI | → 0 | Neutral | 86.178.750 $ | +19.781.849 $ | +29,8 % | 1 | 66.396.901 $ | +40.176.474 $ | +153,2 % | 1 | ||||
| CACI INTERNATIONAL INC /DE/ | CACI | → 0 | Schwach | 79.513.794 $ | +32.311.623 $ | +68,5 % | 1 | 47.202.171 $ | -3.687.355 $ | -7,2 % | 1 | 50.889.526 $ | +9.461.435 $ | +22,8 % | 1 |
| SharkNinja, Inc. | SN | → 0 | Neutral | 70.953.001 $ | -7.998.716 $ | -10,1 % | 1 | 78.951.717 $ | +36.609.054 $ | +86,5 % | 1 | ||||
| COMFORT SYSTEMS USA INC | FIX | → 0 | Stark | 48.908.638 $ | -2.983.220 $ | -5,7 % | 1 | 51.891.858 $ | -27.001.127 $ | -34,2 % | 1 | 78.892.985 $ | +7.138.971 $ | +9,9 % | 1 |
| Talen Energy Corp | TLN | → 0 | Schwach | 70.230.599 $ | +10.195.100 $ | +17,0 % | 1 | 60.035.499 $ | +60.035.499 $ | 1 | |||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 68.932.052 $ | +68.932.052 $ | 1 | |||||||||
| Sea Ltd | SE | → 0 | Schwach | 65.060.700 $ | +420.494 $ | +0,7 % | 1 | 64.640.206 $ | -11.091.384 $ | -14,6 % | 1 | ||||
| TKO Group Holdings, Inc. | TKO | → 0 | Schwach | 64.466.036 $ | +1.228.223 $ | +1,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 61.040.000 $ | +35.944.553 $ | +143,2 % | 1 | ||||||||
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 59.179.438 $ | +7.549.742 $ | +14,6 % | 1 | 51.629.696 $ | +12.221.318 $ | +31,0 % | 1 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Stark | 56.234.799 $ | +12.013.998 $ | +27,2 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 55.949.730 $ | -1.598.023 $ | -2,8 % | 1 | ||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Stark | 55.936.483 $ | +12.867.563 $ | +29,9 % | 1 | ||||||||
| CDW Corp | CDW | → 0 | Neutral | 51.747.828 $ | +51.747.828 $ | 1 | |||||||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 51.265.202 $ | +51.265.202 $ | 1 | |||||||||
| Keysight Technologies, Inc. | KEYS | → 0 | Neutral | 47.842.101 $ | +18.519.037 $ | +63,2 % | 1 | ||||||||
| 596.201.474 $ | +214.998.185 $ | +36,7 % | 9 | 576.694.954 $ | +201.908.785 $ | +40,4 % | 10 | 371.073.282 $ | +17.153.220 $ | +7,4 % | 6 | ||||