| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 27.818.330 $ | +9.196.750 $ | +70,2 % | 13 | 13.268.822 $ | +1.860.669 $ | +24,7 % | 7 | 10.360.057 $ | +4.028.588 $ | +65,9 % | 5 | ||||
| Victoria's Secret & Co. | VSCO | → 0 | Neutral | 3.310.483 $ | +1.472.031 $ | +80,1 % | 1 | 1.838.452 $ | -440.101 $ | -19,3 % | 1 | 2.278.553 $ | +1.136.963 $ | +99,6 % | 1 |
| AMKOR TECHNOLOGY, INC. | AMKR | → 0 | Neutral | 3.140.324 $ | +1.500.421 $ | +91,5 % | 1 | 1.639.903 $ | +113.843 $ | +7,5 % | 1 | ||||
| NWPX Infrastructure, Inc. | NWPX | → 0 | Neutral | 2.766.843 $ | +1.330.092 $ | +92,6 % | 1 | ||||||||
| CENTURY ALUMINUM CO | CENX | → 0 | Neutral | 1.903.158 $ | -524.495 $ | -21,6 % | 1 | 2.427.653 $ | +724.146 $ | +42,5 % | 1 | 1.703.507 $ | +426.964 $ | +33,4 % | 1 |
| TACTILE SYSTEMS TECHNOLOGY INC | TCMD | → 0 | Neutral | 2.342.108 $ | +287.062 $ | +14,0 % | 1 | 2.055.046 $ | -339.919 $ | -14,2 % | 1 | 2.394.965 $ | +1.251.989 $ | +109,5 % | 1 |
| AMERICAN EAGLE OUTFITTERS INC | AEO | → 0 | Neutral | 2.198.361 $ | +771.969 $ | +54,1 % | 1 | ||||||||
| Target Hospitality Corp. | TH | → 0 | Schwach | 1.923.694 $ | +1.046.882 $ | +119,4 % | 1 | ||||||||
| PREFORMED LINE PRODUCTS CO | PLPC | → 0 | Stark | 1.923.063 $ | +654.870 $ | +51,6 % | 1 | ||||||||
| BENCHMARK ELECTRONICS INC | BHE | → 0 | Neutral | 1.890.123 $ | +816.238 $ | +76,0 % | 1 | ||||||||
| Liberty Energy Inc. | LBRT | → 0 | Stark | 1.697.479 $ | -169.164 $ | -9,1 % | 1 | 1.866.643 $ | +612.877 $ | +48,9 % | 1 | ||||
| KOHLS Corp | KSS | → 0 | Stark | 1.784.671 $ | +440.703 $ | +32,8 % | 1 | ||||||||
| ProPetro Holding Corp. | PUMP | → 0 | Schwach | 1.768.251 $ | -8.632 $ | -0,5 % | 1 | 1.776.883 $ | +542.970 $ | +44,0 % | 1 | ||||
| MYERS INDUSTRIES INC | MYE | → 0 | Neutral | 1.756.355 $ | +702.841 $ | +66,7 % | 1 | ||||||||
| METHODE ELECTRONICS INC | MEI | → 0 | Neutral | 1.698.574 $ | +1.204.313 $ | +243,7 % | 1 | ||||||||
| Mayville Engineering Company, Inc. | MEC | → 0 | Neutral | 1.697.875 $ | +884.291 $ | +108,7 % | 1 | ||||||||
| APA Corp | APA | → 0 | Stark | 1.664.242 $ | +646.853 $ | +63,6 % | 1 | ||||||||
| 27.818.330 $ | +9.196.750 $ | +70,2 % | 13 | 13.268.822 $ | +1.860.669 $ | +24,7 % | 7 | 10.360.057 $ | +4.028.588 $ | +65,9 % | 5 | ||||