| 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 | ||||
| 218.099.070 $ | +91.413.105 $ | +107,2 % | 7 | 244.092.437 $ | +50.568.665 $ | +33,2 % | 9 | 208.059.367 $ | +14.566.834 $ | +1,2 % | 9 | ||||
| Thermon Group Holdings, Inc. | THR | → 0 | 48.702.478 $ | +9.925.052 $ | +25,6 % | 1 | 38.777.426 $ | +12.400.377 $ | +47,0 % | 1 | 26.377.049 $ | -408.940 $ | -1,5 % | 1 | |
| KENNAMETAL INC | KMT | → 0 | Neutral | 40.330.654 $ | +12.821.421 $ | +46,6 % | 1 | 27.509.233 $ | +15.771.542 $ | +134,4 % | 1 | ||||
| GREIF, INC | GEF | → 0 | Stark | 33.976.502 $ | +3.636.678 $ | +12,0 % | 1 | 30.339.824 $ | +8.094.164 $ | +36,4 % | 1 | 22.245.660 $ | +1.974.499 $ | +9,7 % | 1 |
| Aptiv PLC | APTV | → 0 | Neutral | 24.772.442 $ | -1.533.925 $ | -5,8 % | 1 | 26.306.367 $ | -3.473.590 $ | -11,7 % | 1 | 29.779.957 $ | +6.422.725 $ | +27,5 % | 1 |
| INNOSPEC INC. | IOSP | → 0 | Neutral | 28.990.979 $ | +10.784.614 $ | +59,2 % | 1 | ||||||||
| MSC INDUSTRIAL DIRECT CO INC | MSM | → 0 | Schwach | 26.723.422 $ | +26.723.422 $ | 1 | |||||||||
| Atmus Filtration Technologies Inc. | ATMU | → 0 | Neutral | 26.591.417 $ | +3.829.083 $ | +16,8 % | 1 | 22.762.334 $ | -508.116 $ | -2,2 % | 1 | ||||
| NATIONAL PRESTO INDUSTRIES INC | NPK | → 0 | Neutral | 22.659.383 $ | -767.182 $ | -3,3 % | 1 | 23.426.565 $ | +3.732.197 $ | +19,0 % | 1 | ||||
| INSIGHT ENTERPRISES INC | NSIT | → 0 | Schwach | 22.664.122 $ | +22.664.122 $ | 1 | |||||||||
| TENARIS SA | TS | → 0 | 21.589.483 $ | +1.524.158 $ | +7,6 % | 1 | |||||||||
| Ecovyst Inc. | ECVT | → 0 | Neutral | 21.328.325 $ | +2.405.499 $ | +12,7 % | 1 | ||||||||
| BlueLinx Holdings Inc. | BXC | → 0 | Neutral | 21.069.256 $ | +21.069.256 $ | 1 | |||||||||
| TRIMAS CORP | TRS | → 0 | Neutral | 21.027.502 $ | -18.369.069 $ | -46,6 % | 1 | ||||||||
| PHINIA INC. | PHIN | → 0 | Stark | 20.930.997 $ | -840.451 $ | -3,9 % | 1 | ||||||||
| Sensata Technologies Holding plc | ST | → 0 | Neutral | 20.929.450 $ | +17.176.335 $ | +457,7 % | 1 | ||||||||
| MRC GLOBAL INC. | → 0 | 20.440.047 $ | +1.494.733 $ | +7,9 % | 1 | ||||||||||
| 218.099.070 $ | +91.413.105 $ | +107,2 % | 7 | 244.092.437 $ | +50.568.665 $ | +33,2 % | 9 | 208.059.367 $ | +14.566.834 $ | +1,2 % | 9 | ||||