| 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 | ||||
| 142.517.591 $ | +6.787.880 $ | +18,0 % | 8 | 157.937.524 $ | +0 $ | +0,0 % | 9 | 146.641.181 $ | +7.947.072 $ | +6,2 % | 8 | ||||
| JABIL INC | JBL | → 0 | Neutral | 31.066.757 $ | +4.376.564 $ | +16,4 % | 1 | 26.690.193 $ | +0 $ | +0,0 % | 1 | 26.690.193 $ | -1.175.354 $ | -4,2 % | 1 |
| UNITED RENTALS, INC. | URI | → 0 | Neutral | 23.257.093 $ | -7.209.927 $ | -23,7 % | 1 | 30.467.020 $ | +0 $ | +0,0 % | 1 | 30.467.020 $ | +6.446.367 $ | +26,8 % | 1 |
| Apollo Global Management, Inc. | APO | → 0 | Stark | 15.755.791 $ | -3.276.765 $ | -17,2 % | 1 | 19.032.556 $ | +0 $ | +0,0 % | 1 | 19.032.556 $ | -1.207.612 $ | -6,0 % | 1 |
| STIFEL FINANCIAL CORP | SF | → 0 | Sehr stark | 15.800.400 $ | -368.168 $ | -2,3 % | 1 | 16.168.568 $ | +0 $ | +0,0 % | 1 | 16.168.568 $ | +1.382.823 $ | +9,4 % | 1 |
| SONOCO PRODUCTS CO | SON | → 0 | Sehr stark | 15.678.257 $ | +4.480.243 $ | +40,0 % | 1 | ||||||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 14.317.999 $ | +0 $ | +0,0 % | 1 | 14.317.999 $ | -291.146 $ | -2,0 % | 1 | ||||
| Smurfit Westrock plc | SW | → 0 | Stark | 14.102.377 $ | +0 $ | +0,0 % | 1 | 14.102.377 $ | +58.130 $ | +0,4 % | 1 | ||||
| JOHN WILEY & SONS, INC. | WLY | → 0 | Neutral | 13.964.412 $ | +7.653.520 $ | +121,3 % | 1 | ||||||||
| EAST WEST BANCORP INC | EWBC | → 0 | Stark | 13.478.450 $ | -296.180 $ | -2,2 % | 1 | 13.774.630 $ | +0 $ | +0,0 % | 1 | 13.774.630 $ | +745.685 $ | +5,7 % | 1 |
| CITIGROUP INC | C | → 0 | Neutral | 13.516.431 $ | +1.428.593 $ | +11,8 % | 1 | 12.087.838 $ | +0 $ | +0,0 % | 1 | 12.087.838 $ | +1.988.179 $ | +19,7 % | 1 |
| Donnelley Financial Solutions, Inc. | DFIN | → 0 | Neutral | 11.296.343 $ | +0 $ | +0,0 % | 1 | ||||||||
| 142.517.591 $ | +6.787.880 $ | +18,0 % | 8 | 157.937.524 $ | +0 $ | +0,0 % | 9 | 146.641.181 $ | +7.947.072 $ | +6,2 % | 8 | ||||