| 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 | ||||
| 1.403.345.743 $ | +104.716.663 $ | +7,4 % | 8 | 1.298.629.080 $ | +95.859.515 $ | +8,1 % | 8 | 1.303.137.263 $ | +112.766.483 $ | +10,2 % | 9 | ||||
| RBC Bearings INC | RBC | → 0 | Neutral | 240.006.900 $ | +38.072.593 $ | +18,9 % | 1 | 201.934.307 $ | +28.668.574 $ | +16,5 % | 1 | 173.265.733 $ | +8.361.232 $ | +5,1 % | 1 |
| TELEDYNE TECHNOLOGIES INC | TDY | → 0 | Neutral | 219.087.431 $ | +34.920.747 $ | +19,0 % | 1 | 184.166.684 $ | -1.574.592 $ | -0,8 % | 1 | 185.741.276 $ | +27.488.717 $ | +17,4 % | 1 |
| AMPHENOL CORP /DE/ | APH | → 0 | Stark | 186.715.237 $ | -15.740.168 $ | -7,8 % | 1 | 202.455.405 $ | +10.716.281 $ | +5,6 % | 1 | 191.739.124 $ | +24.855.666 $ | +14,9 % | 1 |
| LINDE PLC | LIN | → 0 | Neutral | 191.712.055 $ | +36.406.595 $ | +23,4 % | 1 | 155.305.460 $ | +27.417.716 $ | +21,4 % | 1 | 127.887.744 $ | +10.385.669 $ | +8,8 % | 1 |
| AMETEK INC/ | AME | → 0 | Stark | 190.673.945 $ | +10.958.427 $ | +6,1 % | 1 | 179.715.518 $ | +17.286.642 $ | +10,6 % | 1 | 162.428.876 $ | +16.851.373 $ | +11,6 % | 1 |
| HEICO CORP | HEI | → 0 | Stark | 159.945.678 $ | +2.660.787 $ | +1,7 % | 1 | 157.284.891 $ | +5.214.517 $ | +3,4 % | 1 | 152.070.374 $ | +4.586.705 $ | +3,1 % | 1 |
| ARCH CAPITAL GROUP LTD. | ACGL | → 0 | Neutral | 113.159.731 $ | +4.233.555 $ | +3,9 % | 1 | 108.926.176 $ | +9.466.771 $ | +9,5 % | 1 | 99.459.405 $ | +26.546.474 $ | +36,4 % | 1 |
| RLI CORP | RLI | → 0 | Neutral | 102.044.766 $ | -6.795.873 $ | -6,2 % | 1 | 108.840.639 $ | -1.336.394 $ | -1,2 % | 1 | 110.177.033 $ | -5.016.583 $ | -4,4 % | 1 |
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 100.367.698 $ | -1.292.770 $ | -1,3 % | 1 | ||||||||
| 1.403.345.743 $ | +104.716.663 $ | +7,4 % | 8 | 1.298.629.080 $ | +95.859.515 $ | +8,1 % | 8 | 1.303.137.263 $ | +112.766.483 $ | +10,2 % | 9 | ||||