| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 422.956.815 $ | +82.013.748 $ | +108,9 % | 438.942.709 $ | -76.237.966 $ | -0,7 % | 584.667.159 $ | +374.957.666 $ | +52,2 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 214.841.762 $ | -16.649.980 $ | -7,2 % | 231.491.742 $ | -97.859.967 $ | -29,7 % | 329.351.709 $ | +187.286.350 $ | +131,8 % |
| NVIDIA CORP | NVDA | 27.763.850 $ | -27.747.674 $ | -50,0 % | 55.511.524 $ | +55.511.524 $ | ||||
| FREEPORT-MCMORAN INC | FCX | 49.052.119 $ | +27.150.455 $ | +124,0 % | 21.901.664 $ | -3.518.949 $ | -13,8 % | 25.420.613 $ | +9.052.145 $ | +55,3 % |
| ANALOG DEVICES INC | ADI | 8.135.186 $ | +4.141.087 $ | +103,7 % | 3.994.099 $ | -36.954.148 $ | -90,2 % | 40.948.247 $ | +26.424.175 $ | +181,9 % |
| LINDE PLC | LIN | 32.329.743 $ | +27.786.368 $ | +611,6 % | 4.543.375 $ | +4.543.375 $ | ||||
| CATERPILLAR INC | CAT | 29.808.718 $ | +13.412.413 $ | +81,8 % | 16.396.305 $ | +16.396.305 $ | ||||
| DOVER Corp | DOV | 29.266.866 $ | +20.104.633 $ | +219,4 % | 9.162.233 $ | -2.261.183 $ | -19,8 % | |||
| Element Solutions Inc | ESI | 7.181.726 $ | -18.919.942 $ | -72,5 % | 26.101.668 $ | +2.257.130 $ | +9,5 % | 23.844.538 $ | +23.844.538 $ | |
| Smurfit Westrock plc | SW | 20.240.204 $ | +13.111.177 $ | +183,9 % | 7.129.027 $ | -216.249 $ | -2,9 % | |||
| MICROSOFT CORP | MSFT | 13.873.123 $ | -3.632.551 $ | -20,8 % | 17.505.674 $ | +9.933.602 $ | +131,2 % | 7.572.072 $ | +7.572.072 $ | |
| FORD MOTOR CO | F | 14.471.513 $ | +14.471.513 $ | |||||||
| TIMKEN CO | TKR | 14.142.411 $ | +14.142.411 $ | |||||||
| CUMMINS INC | CMI | 13.338.445 $ | +13.338.445 $ | |||||||
| RTX Corp | RTX | 11.979.335 $ | -6.003.567 $ | -33,4 % | ||||||
| Otis Worldwide Corp | OTIS | 11.822.473 $ | +8.276.452 $ | +233,4 % | 3.546.021 $ | +3.546.021 $ | ||||
| AUTOLIV INC | ALV | 6.060.022 $ | -4.407.775 $ | -42,1 % | 10.467.797 $ | +10.467.797 $ | ||||
| HERSHEY CO | HSY | 9.308.356 $ | +9.308.356 $ | |||||||
| BORGWARNER INC | BWA | 8.991.824 $ | +8.991.824 $ | |||||||
| Parker-Hannifin Corp | PH | 8.248.931 $ | +8.248.931 $ | |||||||
| ArcelorMittal | MT | 7.298.081 $ | +7.298.081 $ | |||||||
| Eaton Corp plc | ETN | 7.285.095 $ | +7.285.095 $ | |||||||
| FEDEX CORP | FDX | 7.207.768 $ | +7.207.768 $ | |||||||
| GENERAL DYNAMICS CORP | GD | 7.190.294 $ | +7.190.294 $ | |||||||
| ALPHA PRO TECH LTD | APT | 6.585.833 $ | +6.585.833 $ | |||||||
| DELTA AIR LINES, INC. | DAL | 5.341.579 $ | +5.341.579 $ | |||||||
| 3M CO | MMM | 4.746.956 $ | -5.476.262 $ | -53,6 % | ||||||
| VISTEON CORP | VC | 1.862.629 $ | -400.807 $ | -17,7 % | 2.263.436 $ | -2.448.494 $ | -52,0 % | 4.711.930 $ | +4.711.930 $ | |
| Adient plc | ADNT | 4.354.049 $ | +4.354.049 $ | |||||||
| Aptiv PLC | APTV | 1.699.775 $ | -2.337.075 $ | -57,9 % | 4.036.850 $ | +4.036.850 $ | ||||
| ATI INC | ATI | 3.700.446 $ | +3.700.446 $ | |||||||
| ORACLE CORP | ORCL | 2.324.167 $ | +2.324.167 $ | |||||||
| Vertiv Holdings Co | VRT | 2.322.295 $ | +2.322.295 $ | |||||||
| GENERAL ELECTRIC CO | GE | 2.320.886 $ | +2.320.886 $ | |||||||
| ON SEMICONDUCTOR CORP | ON | 2.146.452 $ | +2.146.452 $ | |||||||
| CIENA CORP | CIEN | 1.712.497 $ | +1.712.497 $ | |||||||
| Amcor plc | AMCR | 1.024.778 $ | +1.024.778 $ | |||||||
| SHERWIN WILLIAMS CO | SHW | 685.972 $ | +685.972 $ | |||||||
| 422.956.815 $ | +82.013.748 $ | +108,9 % | 438.942.709 $ | -76.237.966 $ | -0,7 % | 584.667.159 $ | +374.957.666 $ | +52,2 % | ||