| 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 | ||||
| 4.752.848.260 $ | +582.971.609 $ | +29,9 % | 7 | 4.665.819.115 $ | +367.799.516 $ | +14,6 % | 7 | 6.415.478.304 $ | +430.075.106 $ | +12,8 % | 11 | ||||
| RBC Bearings INC | RBC | → 0 | Neutral | 1.235.943.424 $ | +184.414.984 $ | +17,5 % | 1 | 1.051.528.440 $ | +67.590.568 $ | +6,9 % | 1 | 983.937.872 $ | +13.840.526 $ | +1,4 % | 1 |
| DoorDash, Inc. | DASH | → 0 | Schwach | 642.042.301 $ | -168.471.867 $ | -20,8 % | 1 | 810.514.168 $ | +355.839.637 $ | +78,3 % | 1 | 454.674.531 $ | +201.595.286 $ | +79,7 % | 1 |
| Coupang, Inc. | CPNG | → 0 | Neutral | 576.845.916 $ | -222.782.770 $ | -27,9 % | 1 | 799.628.686 $ | +58.298.985 $ | +7,9 % | 1 | ||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 675.259.319 $ | +151.127.952 $ | +28,8 % | 1 | ||||||||
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 606.618.022 $ | -13.637.088 $ | -2,2 % | 1 | 620.255.110 $ | +210.271.704 $ | +51,3 % | 1 | ||||
| APi Group Corp | APG | → 0 | Neutral | 598.692.563 $ | +24.127.681 $ | +4,2 % | 1 | 574.564.882 $ | +62.514.504 $ | +12,2 % | 1 | 512.050.378 $ | -30.282.768 $ | -5,6 % | 1 |
| Qnity Electronics, Inc. | Q | → 0 | Neutral | 587.065.901 $ | +358.375.600 $ | +156,7 % | 1 | ||||||||
| Colliers International Group Inc. | CIGI | → 0 | 495.388.418 $ | -82.451.742 $ | -14,3 % | 1 | 577.840.160 $ | +104.567.259 $ | +22,1 % | 1 | |||||
| XPO, Inc. | XPO | → 0 | Schwach | 571.185.960 $ | +34.463.779 $ | +6,4 % | 1 | 536.722.181 $ | -23.182.385 $ | -4,1 % | 1 | 559.904.566 $ | +105.884.944 $ | +23,3 % | 1 |
| Ferguson Enterprises Inc. /DE/ | FERG | → 0 | Neutral | 511.300.089 $ | +163.698.520 $ | +47,1 % | 1 | ||||||||
| Roblox Corp | RBLX | → 0 | Schwach | 488.973.107 $ | +6.238.921 $ | +1,3 % | 1 | ||||||||
| ACUITY INC. (DE) | AYI | → 0 | Neutral | 469.616.747 $ | +96.721.879 $ | +25,9 % | 1 | ||||||||
| Affirm Holdings, Inc. | AFRM | → 0 | Schwach | 458.103.076 $ | -52.795.684 $ | -10,3 % | 1 | ||||||||
| Shift4 Payments, Inc. | FOUR | → 0 | Neutral | 435.489.862 $ | -225.122.194 $ | -34,1 % | 1 | ||||||||
| 4.752.848.260 $ | +582.971.609 $ | +29,9 % | 7 | 4.665.819.115 $ | +367.799.516 $ | +14,6 % | 7 | 6.415.478.304 $ | +430.075.106 $ | +12,8 % | 11 | ||||