| 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 | ||||
| 2.318.726.396 $ | +164.014.638 $ | +8,7 % | 10 | 2.076.094.344 $ | +331.616.148 $ | +14,7 % | 9 | 1.566.324.088 $ | +143.753.306 $ | +16,6 % | 6 | ||||
| MASTEC INC | MTZ | → 0 | Schwach | 693.349.700 $ | +224.917.350 $ | +48,0 % | 1 | 468.432.350 $ | +9.826.800 $ | +2,1 % | 1 | 458.605.550 $ | +91.328.900 $ | +24,9 % | 1 |
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 429.541.540 $ | -116.531.040 $ | -21,3 % | 1 | 546.072.580 $ | +85.164.880 $ | +18,5 % | 1 | 460.907.700 $ | -58.887.900 $ | -11,3 % | 1 |
| DYCOM INDUSTRIES INC | DY | → 0 | Neutral | 342.135.015 $ | +929.001 $ | +0,3 % | 1 | 341.206.014 $ | +46.591.434 $ | +15,8 % | 1 | 294.614.580 $ | +47.833.468 $ | +19,4 % | 1 |
| INTERNATIONAL PAPER CO /NEW/ | IP | → 0 | Neutral | 149.940.000 $ | +54.222.300 $ | +56,6 % | 1 | ||||||||
| GRANITE CONSTRUCTION INC | GVA | → 0 | 133.072.554 $ | +5.028.517 $ | +3,9 % | 1 | 128.044.037 $ | +6.327.274 $ | +5,2 % | 1 | 121.716.763 $ | +17.869.420 $ | +17,2 % | 1 | |
| CRH PUBLIC LTD CO | CRH | → 0 | Neutral | 113.151.168 $ | -17.389.632 $ | -13,3 % | 1 | 130.540.800 $ | +5.125.400 $ | +4,1 % | 1 | 125.415.400 $ | +24.710.800 $ | +24,5 % | 1 |
| CEMEX SAB DE CV | CX | → 0 | 123.583.460 $ | -540.138 $ | -0,4 % | 1 | 124.123.598 $ | +27.006.875 $ | +27,8 % | 1 | |||||
| Array Technologies, Inc. | ARRY | → 0 | Neutral | 118.857.786 $ | +13.793.691 $ | +13,1 % | 1 | 105.064.095 $ | +20.898.618 $ | +24,8 % | 1 | ||||
| Centuri Holdings, Inc. | CTRI | → 0 | Neutral | 117.716.300 $ | +15.958.800 $ | +15,7 % | 1 | ||||||||
| BOEING CO | BA | → 0 | Neutral | 109.761.661 $ | -2.811.368 $ | -2,5 % | 1 | 112.573.029 $ | +112.573.029 $ | 1 | |||||
| James Hardie Industries plc | JHX | → 0 | Schwach | 106.474.998 $ | +230.848 $ | +0,2 % | 1 | 106.244.150 $ | +25.206.765 $ | +31,1 % | 1 | ||||
| 2.318.726.396 $ | +164.014.638 $ | +8,7 % | 10 | 2.076.094.344 $ | +331.616.148 $ | +14,7 % | 9 | 1.566.324.088 $ | +143.753.306 $ | +16,6 % | 6 | ||||