| 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 | ||||
| 114.356.686 $ | +27.617.423 $ | +19,8 % | 7 | 206.730.668 $ | +104.510.869 $ | +63,5 % | 10 | 143.405.241 $ | -12.992.000 $ | -2,3 % | 8 | ||||
| iSHARES TRUST | → 0 | 80.630.000 $ | +80.630.000 $ | 1 | |||||||||||
| PayPal Holdings, Inc. | PYPL | → 0 | Neutral | 28.904.134 $ | -3.129.198 $ | -9,8 % | 1 | ||||||||
| FLEX LTD. | FLEX | → 0 | Schwach | 27.516.111 $ | +4.021.794 $ | +17,1 % | 1 | 23.494.317 $ | +83.132 $ | +0,4 % | 1 | 23.411.185 $ | +2.532.145 $ | +12,1 % | 1 |
| Nextpower Inc. | NXT | → 0 | Neutral | 18.203.050 $ | +5.049.440 $ | +38,4 % | 1 | 13.153.610 $ | -7.331.039 $ | -35,8 % | 1 | 20.484.649 $ | +3.713.842 $ | +22,1 % | 1 |
| Waystar Holding Corp. | WAY | → 0 | Stark | 19.572.498 $ | +6.397.173 $ | +48,6 % | 1 | 13.175.325 $ | +10.153.101 $ | +335,9 % | 1 | ||||
| PERRIGO Co plc | PRGO | → 0 | Schwach | 19.524.666 $ | -4.132.688 $ | -17,5 % | 1 | ||||||||
| EPAM Systems, Inc. | EPAM | → 0 | Neutral | 18.377.736 $ | +4.309.029 $ | +30,6 % | 1 | 14.068.707 $ | +2.292.495 $ | +19,5 % | 1 | ||||
| Champion Homes, Inc. | SKY | → 0 | Neutral | 16.552.828 $ | +5.502.425 $ | +49,8 % | 1 | 11.050.403 $ | +4.978.988 $ | +82,0 % | 1 | ||||
| NICE Ltd. | NICE | → 0 | Neutral | 10.584.960 $ | -5.568.456 $ | -34,5 % | 1 | 16.153.416 $ | +8.219.472 $ | +103,6 % | 1 | ||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 14.058.794 $ | -14.986.392 $ | -51,6 % | 1 | ||||||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Stark | 12.298.442 $ | +12.298.442 $ | 1 | |||||||||
| JABIL INC | JBL | → 0 | Neutral | 9.599.642 $ | -2.062.387 $ | -17,7 % | 1 | 11.662.029 $ | -49.941 $ | -0,4 % | 1 | ||||
| SmartRent, Inc. | SMRT | → 0 | Schwach | 11.384.027 $ | +3.859.338 $ | +51,3 % | 1 | ||||||||
| HOLOGIC INC | HOLX | → 0 | 11.291.077 $ | +767.737 $ | +7,3 % | 1 | |||||||||
| AGCO CORP /DE | AGCO | → 0 | Neutral | 9.628.797 $ | -83.395 $ | -0,9 % | 1 | 9.712.192 $ | +1.671.235 $ | +20,8 % | 1 | ||||
| 114.356.686 $ | +27.617.423 $ | +19,8 % | 7 | 206.730.668 $ | +104.510.869 $ | +63,5 % | 10 | 143.405.241 $ | -12.992.000 $ | -2,3 % | 8 | ||||