| 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 | ||||
| 261.361.665 $ | +178.452.824 $ | +62,4 % | 7 | 291.590.835 $ | +245.623.534 $ | +85,6 % | 8 | 441.656.133 $ | +91.857.757 $ | +4,7 % | 10 | ||||
| DOLLAR GENERAL CORP | DG | → 0 | Stark | 49.232.633 $ | +8.014.999 $ | +19,4 % | 1 | ||||||||
| DOLLAR TREE, INC. | DLTR | → 0 | Stark | 48.916.973 $ | +2.927.452 $ | +6,4 % | 1 | ||||||||
| Jazz Pharmaceuticals plc | JAZZ | → 0 | Neutral | 47.862.775 $ | +1.420.100 $ | +3,1 % | 1 | ||||||||
| ICF International, Inc. | ICFI | → 0 | Neutral | 47.419.872 $ | +8.452.171 $ | +21,7 % | 1 | ||||||||
| Booz Allen Hamilton Holding Corp | BAH | → 0 | Neutral | 47.367.704 $ | +39.161 $ | +0,1 % | 1 | ||||||||
| COOPER COMPANIES, INC. | COO | → 0 | Neutral | 42.660.500 $ | +42.660.500 $ | 1 | |||||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 42.449.456 $ | +6.567.914 $ | +18,3 % | 1 | ||||||||
| GLOBAL PAYMENTS INC | GPN | → 0 | Stark | 41.694.363 $ | -5.385.325 $ | -11,4 % | 1 | ||||||||
| Credo Technology Group Holding Ltd | CRDO | → 0 | Schwach | 38.695.748 $ | +7.038.653 $ | +22,2 % | 1 | ||||||||
| ORACLE CORP | ORCL | → 0 | Stark | 38.613.433 $ | +38.613.433 $ | 1 | |||||||||
| BLUE OWL CAPITAL INC. | OWL | → 0 | Neutral | 38.321.322 $ | +24.034.842 $ | +168,2 % | 1 | ||||||||
| CACI INTERNATIONAL INC /DE/ | CACI | → 0 | Schwach | 37.486.808 $ | -9.404.264 $ | -20,1 % | 1 | ||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 37.087.391 $ | +37.087.391 $ | 1 | |||||||||
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 37.069.887 $ | +37.069.887 $ | 1 | |||||||||
| ADVANCE AUTO PARTS INC | AAP | → 0 | Schwach | 35.744.244 $ | -1.221.022 $ | -3,3 % | 1 | 36.965.266 $ | +5.215.756 $ | +16,4 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 36.654.216 $ | +36.654.216 $ | 1 | |||||||||
| TransDigm Group INC | TDG | → 0 | Neutral | 36.597.472 $ | +36.597.472 $ | 1 | |||||||||
| FOX FACTORY HOLDING CORP | FOXF | → 0 | Schwach | 36.565.049 $ | +36.565.049 $ | 1 | |||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.353.715 $ | +36.353.715 $ | 1 | |||||||||
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 36.289.412 $ | +36.289.412 $ | 1 | |||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 36.257.436 $ | +36.257.436 $ | 1 | |||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 36.236.950 $ | +36.236.950 $ | 1 | |||||||||
| TERADYNE, INC | TER | → 0 | Stark | 36.236.368 $ | +22.018.577 $ | +154,9 % | 1 | ||||||||
| Ares Management Corp | ARES | → 0 | Neutral | 35.829.640 $ | +35.829.640 $ | 1 | |||||||||
| 261.361.665 $ | +178.452.824 $ | +62,4 % | 7 | 291.590.835 $ | +245.623.534 $ | +85,6 % | 8 | 441.656.133 $ | +91.857.757 $ | +4,7 % | 10 | ||||