| 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 | ||||
| 353.427.610 $ | +38.087.341 $ | +8,1 % | 6 | 435.182.677 $ | +144.196.507 $ | +442,0 % | 10 | 362.253.121 $ | +106.571.052 $ | +14,2 % | 9 | ||||
| DAKTRONICS INC /SD/ | DAKT | → 0 | Stark | 65.910.850 $ | -7.894.494 $ | -10,7 % | 1 | 73.805.344 $ | -18.886.971 $ | -20,4 % | 1 | 92.692.315 $ | +17.491.498 $ | +23,3 % | 1 |
| XPEL, Inc. | XPEL | → 0 | Neutral | 85.167.659 $ | +13.165.596 $ | +18,3 % | 1 | 72.002.063 $ | +70.088.335 $ | +3.662,4 % | 1 | ||||
| NCR Atleos Corp | NATL | → 0 | Sehr stark | 68.023.543 $ | -6.324.532 $ | -8,5 % | 1 | 74.348.075 $ | -3.255.879 $ | -4,2 % | 1 | 77.603.954 $ | +34.434.441 $ | +79,8 % | 1 |
| BrightSpring Health Services, Inc. | BTSG | → 0 | Neutral | 60.651.074 $ | +14.306.699 $ | +30,9 % | 1 | 46.344.375 $ | +32.731.256 $ | +240,4 % | 1 | ||||
| CarGurus, Inc. | CARG | → 0 | Stark | 54.049.131 $ | +5.208.719 $ | +10,7 % | 1 | 48.840.412 $ | +7.935.811 $ | +19,4 % | 1 | 40.904.601 $ | +40.904.601 $ | 1 | |
| REV Group, Inc. | → 0 | 45.758.588 $ | -30.664.147 $ | -40,1 % | 1 | ||||||||||
| RESIDEO TECHNOLOGIES, INC. | REZI | → 0 | Schwach | 44.486.504 $ | +44.486.504 $ | 1 | |||||||||
| DEXCOM INC | DXCM | → 0 | Stark | 25.509.639 $ | +3.870.448 $ | +17,9 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 21.909.285 $ | +868.842 $ | +4,1 % | 1 | ||||||||
| TEXTRON INC | TXT | → 0 | Neutral | 20.345.192 $ | +20.345.192 $ | 1 | |||||||||
| TRIMAS CORP | TRS | → 0 | Neutral | 19.971.644 $ | +6.983.040 $ | +53,8 % | 1 | ||||||||
| FAIR ISAAC CORP | FICO | → 0 | Neutral | 19.966.222 $ | +660.985 $ | +3,4 % | 1 | 19.305.237 $ | +19.305.237 $ | 1 | |||||
| Toast, Inc. | TOST | → 0 | Neutral | 19.625.353 $ | +19.625.353 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 19.158.060 $ | +933.750 $ | +5,1 % | 1 | 18.224.310 $ | +14.940 $ | +0,1 % | 1 | ||||
| Ares Management Corp | ARES | → 0 | Neutral | 16.259.978 $ | +2.519.676 $ | +18,3 % | 1 | ||||||||
| 353.427.610 $ | +38.087.341 $ | +8,1 % | 6 | 435.182.677 $ | +144.196.507 $ | +442,0 % | 10 | 362.253.121 $ | +106.571.052 $ | +14,2 % | 9 | ||||