| 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 | ||||
| 76.341.492 $ | -7.353.206 $ | +229,8 % | 6 | 109.088.934 $ | -3.514.626 $ | +18,8 % | 8 | 137.980.916 $ | +7.609.687 $ | +34,3 % | 11 | ||||
| DARLING INGREDIENTS INC. | DAR | → 0 | Neutral | 37.699.616 $ | +17.742.800 $ | +88,9 % | 1 | 19.956.816 $ | -1.077.138 $ | -5,1 % | 1 | 21.033.954 $ | +2.319.859 $ | +12,4 % | 1 |
| Andersons, Inc. | ANDE | → 0 | Neutral | 7.175.703 $ | -14.938.391 $ | -67,6 % | 1 | 22.114.094 $ | -4.747.465 $ | -17,7 % | 1 | 26.861.559 $ | +19.872.885 $ | +284,4 % | 1 |
| Bunge Global SA | BG | → 0 | Neutral | 12.598.524 $ | -10.621.158 $ | -45,7 % | 1 | 23.219.682 $ | +2.211.032 $ | +10,5 % | 1 | 21.008.650 $ | -4.698.451 $ | -18,3 % | 1 |
| METHANEX CORP | MEOH | → 0 | Neutral | 10.343.586 $ | -5.644.985 $ | -35,3 % | 1 | 15.988.571 $ | +203.811 $ | +1,3 % | 1 | 15.784.760 $ | -8.777.625 $ | -35,7 % | 1 |
| Mission Produce, Inc. | AVO | → 0 | Stark | 9.168.420 $ | -6.164.520 $ | -40,2 % | 1 | 15.332.940 $ | +608.248 $ | +4,1 % | 1 | ||||
| AVIENT CORP | AVNT | → 0 | Stark | 6.677.519 $ | -3.202.934 $ | -32,4 % | 1 | 9.880.453 $ | +4.090.469 $ | +70,6 % | 1 | ||||
| SMITHFIELD FOODS INC | SFD | → 0 | Sehr stark | 8.505.832 $ | +5.804.588 $ | +214,9 % | 1 | ||||||||
| PPG INDUSTRIES INC | PPG | → 0 | Stark | 8.200.367 $ | +1.062.099 $ | +14,9 % | 1 | ||||||||
| Orion S.A. | OEC | → 0 | Stark | 6.791.915 $ | -11.343.501 $ | -62,5 % | 1 | ||||||||
| EASTMAN CHEMICAL CO | EMN | → 0 | Neutral | 5.031.642 $ | -1.766.972 $ | -26,0 % | 1 | ||||||||
| Celanese Corp | CE | → 0 | Neutral | 4.603.900 $ | +4.286.800 $ | +1.351,9 % | 1 | ||||||||
| WESTLAKE CORP | WLK | → 0 | Stark | 4.444.744 $ | +4.444.744 $ | 1 | |||||||||
| Air Products & Chemicals, Inc. | APD | → 0 | Stark | 3.920.163 $ | +1.821.728 $ | +86,8 % | 1 | ||||||||
| Element Solutions Inc | ESI | → 0 | Schwach | 3.609.932 $ | +1.797.932 $ | +99,2 % | 1 | ||||||||
| United States Oil Fund, LP | USO | → 0 | 3.458.000 $ | +3.458.000 $ | 1 | ||||||||||
| 76.341.492 $ | -7.353.206 $ | +229,8 % | 6 | 109.088.934 $ | -3.514.626 $ | +18,8 % | 8 | 137.980.916 $ | +7.609.687 $ | +34,3 % | 11 | ||||