| 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 | ||||
| 61.537.156 $ | +61.537.156 $ | 1 | 1.654.920.603 $ | +615.880 $ | +6,6 % | 11 | 1.807.920.951 $ | +157.918.391 $ | -10,4 % | 11 | |||||
| MERCURY SYSTEMS INC | MRCY | → 0 | Neutral | 362.091.708 $ | -99.172.121 $ | -21,5 % | 1 | 461.263.829 $ | +97.525.005 $ | +26,8 % | 1 | ||||
| Lamb Weston Holdings, Inc. | LW | → 0 | Neutral | 209.811.720 $ | -81.089.801 $ | -27,9 % | 1 | 290.901.521 $ | -84.089.034 $ | -22,4 % | 1 | ||||
| COOPER COMPANIES, INC. | COO | → 0 | Neutral | 288.468.055 $ | +121.551.399 $ | +72,8 % | 1 | 166.916.656 $ | +166.916.656 $ | 1 | |||||
| MARKEL GROUP INC. | MKL | → 0 | Stark | 174.592.423 $ | -107.163.066 $ | -38,0 % | 1 | 281.755.489 $ | -20.708.731 $ | -6,8 % | 1 | ||||
| TRIMBLE INC. | TRMB | → 0 | Schwach | 153.616.228 $ | -120.587.766 $ | -44,0 % | 1 | ||||||||
| FISERV INC | FISV | → 0 | Neutral | 150.831.578 $ | +150.831.578 $ | 1 | |||||||||
| TreeHouse Foods, Inc. | THS | → 0 | 137.325.340 $ | +19.676.119 $ | +16,7 % | 1 | 117.649.221 $ | +4.598.856 $ | +4,1 % | 1 | |||||
| Rapid7, Inc. | RPD | → 0 | Neutral | 102.503.526 $ | -19.410.999 $ | -15,9 % | 1 | 121.914.525 $ | -10.618.386 $ | -8,0 % | 1 | ||||
| ALKAMI TECHNOLOGY, INC. | ALKT | → 0 | Neutral | 112.919.922 $ | +65.912.383 $ | +140,2 % | 1 | 47.007.539 $ | +47.007.539 $ | 1 | |||||
| Six Flags Entertainment Corporation/NEW | FUN | → 0 | Sehr schwach | 63.140.959 $ | -28.873.678 $ | -31,4 % | 1 | 92.014.637 $ | +92.014.637 $ | 1 | |||||
| Everpure, Inc. | PSTG | → 0 | 61.537.156 $ | +61.537.156 $ | 1 | ||||||||||
| Freshpet, Inc. | FRPT | → 0 | Neutral | 33.961.773 $ | -23.801.002 $ | -41,2 % | 1 | 57.762.775 $ | -10.656.838 $ | -15,6 % | 1 | ||||
| Enhabit, Inc. | EHAB | → 0 | 19.273.599 $ | +2.155.068 $ | +12,6 % | 1 | 17.118.531 $ | -3.483.547 $ | -16,9 % | 1 | |||||
| 61.537.156 $ | +61.537.156 $ | 1 | 1.654.920.603 $ | +615.880 $ | +6,6 % | 11 | 1.807.920.951 $ | +157.918.391 $ | -10,4 % | 11 | |||||