| 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 | ||||
| 724.806.451 $ | +350.182.190 $ | +74,3 % | 11 | 466.690.461 $ | +146.850.886 $ | -11,1 % | 9 | 319.839.575 $ | +147.257.424 $ | +115,7 % | 5 | ||||
| Axalta Coating Systems Ltd. | AXTA | → 0 | Neutral | 111.009.938 $ | +19.589.310 $ | +21,4 % | 1 | 91.420.628 $ | +91.420.628 $ | 1 | |||||
| TE Connectivity plc | TEL | → 0 | Stark | 107.198.624 $ | +107.198.624 $ | 1 | |||||||||
| CUMMINS INC | CMI | → 0 | Neutral | 49.909.759 $ | -36.726.353 $ | -42,4 % | 1 | 86.636.112 $ | +32.395.889 $ | +59,7 % | 1 | ||||
| BLACKBERRY Ltd | BB | → 0 | Schwach | 85.681.887 $ | +18.998.899 $ | +28,5 % | 1 | 66.682.988 $ | -10.678.422 $ | -13,8 % | 1 | 77.361.410 $ | +61.167.180 $ | +377,7 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 73.582.191 $ | +73.582.191 $ | 1 | |||||||||
| Otis Worldwide Corp | OTIS | → 0 | Stark | 71.467.805 $ | +4.982.925 $ | +7,5 % | 1 | 66.484.880 $ | +25.233.675 $ | +61,2 % | 1 | 41.251.205 $ | +41.251.205 $ | 1 | |
| QUALCOMM INC/DE | QCOM | → 0 | Schwach | 25.399.215 $ | -45.237.241 $ | -64,0 % | 1 | 70.636.456 $ | +6.852.826 $ | +10,7 % | 1 | ||||
| Allison Transmission Holdings Inc | ALSN | → 0 | Neutral | 54.184.030 $ | -3.831.510 $ | -6,6 % | 1 | 58.015.540 $ | +58.015.540 $ | 1 | |||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 57.934.323 $ | +4.439.669 $ | +8,3 % | 1 | 53.494.654 $ | +53.494.654 $ | 1 | |||||
| VISTEON CORP | VC | → 0 | Neutral | 55.967.689 $ | +26.605.246 $ | +90,6 % | 1 | ||||||||
| ON SEMICONDUCTOR CORP | ON | → 0 | Schwach | 45.586.123 $ | +1.631.731 $ | +3,7 % | 1 | 43.954.392 $ | +5.590.324 $ | +14,6 % | 1 | ||||
| HARLEY-DAVIDSON, INC. | HOG | → 0 | Neutral | 43.074.666 $ | +33.911.538 $ | +370,1 % | 1 | ||||||||
| Allegion plc | ALLE | → 0 | Neutral | 36.572.254 $ | +36.572.254 $ | 1 | |||||||||
| AMBARELLA INC | AMBA | → 0 | Neutral | 28.133.044 $ | +28.133.044 $ | 1 | |||||||||
| CNH Industrial N.V. | CNH | → 0 | Neutral | 9.696.674 $ | +9.696.674 $ | 1 | |||||||||
| 724.806.451 $ | +350.182.190 $ | +74,3 % | 11 | 466.690.461 $ | +146.850.886 $ | -11,1 % | 9 | 319.839.575 $ | +147.257.424 $ | +115,7 % | 5 | ||||