| 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 | ||||
| 27.082.673 $ | +11.015.811 $ | +47,5 % | 6 | 59.112.158 $ | +38.722.016 $ | +112,8 % | 12 | 28.747.691 $ | +23.540.834 $ | +721,6 % | 7 | ||||
| TELUS CORP | TU | → 0 | Neutral | 9.548.250 $ | +9.548.250 $ | 1 | |||||||||
| Profound Medical Corp. | PROF | → 0 | Neutral | 7.224.986 $ | -487.354 $ | -6,3 % | 1 | 7.712.340 $ | +4.761.034 $ | +161,3 % | 1 | 2.951.306 $ | -2.008.564 $ | -40,5 % | 1 |
| Enerflex Ltd. | EFXT | → 0 | Stark | 6.221.376 $ | +4.294.990 $ | +223,0 % | 1 | ||||||||
| iSHARES TRUST | → 0 | 6.138.697 $ | +3.894.275 $ | +173,5 % | 1 | ||||||||||
| IREN Ltd | IREN | → 0 | Neutral | 5.960.110 $ | +5.960.110 $ | 1 | |||||||||
| Elevance Health, Inc. | ELV | → 0 | Schwach | 5.608.800 $ | +1.355.120 $ | +31,9 % | 1 | 4.253.680 $ | +4.253.680 $ | 1 | |||||
| Ituran Location & Control Ltd. | ITRN | → 0 | 5.290.230 $ | +896.670 $ | +20,4 % | 1 | 4.393.560 $ | +4.393.560 $ | 1 | ||||||
| British American Tobacco p.l.c. | BTI | → 0 | Sehr stark | 3.680.300 $ | -672.260 $ | -15,4 % | 1 | 4.352.560 $ | +4.352.560 $ | 1 | |||||
| North American Construction Group Ltd. | NOA | → 0 | 3.911.475 $ | +3.664.488 $ | +1.483,7 % | 1 | |||||||||
| MOLINA HEALTHCARE, INC. | MOH | → 0 | Neutral | 3.817.880 $ | +3.817.880 $ | 1 | |||||||||
| Walmart Inc. | WMT | → 0 | Neutral | 3.728.400 $ | +3.728.400 $ | 1 | |||||||||
| CGI INC | GIB | → 0 | Neutral | 3.143.300 $ | -548.700 $ | -14,9 % | 1 | 3.692.000 $ | +2.355.050 $ | +176,2 % | 1 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 3.555.000 $ | +3.555.000 $ | 1 | |||||||||
| Brookdale Senior Living Inc. | BKD | → 0 | Neutral | 3.515.760 $ | +3.515.760 $ | 1 | |||||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | → 0 | Schwach | 3.441.000 $ | +2.265.300 $ | +192,7 % | 1 | ||||||||
| WEST FRASER TIMBER CO., LTD | WFG | → 0 | Neutral | 3.434.382 $ | +3.434.382 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 3.331.530 $ | +913.430 $ | +37,8 % | 1 | ||||||||
| FirstService Corp | FSV | → 0 | Schwach | 3.110.600 $ | +3.110.600 $ | 1 | |||||||||
| PELOTON INTERACTIVE, INC. | PTON | → 0 | Neutral | 2.925.000 $ | +2.925.000 $ | 1 | |||||||||
| 27.082.673 $ | +11.015.811 $ | +47,5 % | 6 | 59.112.158 $ | +38.722.016 $ | +112,8 % | 12 | 28.747.691 $ | +23.540.834 $ | +721,6 % | 7 | ||||