| 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 | ||||
| 230.964.684 $ | +25.937.066 $ | +33,6 % | 11 | 182.989.886 $ | +73.945.151 $ | +93,5 % | 8 | 119.136.322 $ | +13.931.663 $ | +32,4 % | 6 | ||||
| CABOT CORP | CBT | → 0 | Neutral | 30.725.020 $ | -3.260.419 $ | -9,6 % | 1 | 33.985.439 $ | +24.934.259 $ | +275,5 % | 1 | ||||
| WEST FRASER TIMBER CO., LTD | WFG | → 0 | Neutral | 20.051.548 $ | -6.786.640 $ | -25,3 % | 1 | 26.838.188 $ | +10.875.406 $ | +68,1 % | 1 | 15.962.782 $ | +4.133.900 $ | +34,9 % | 1 |
| WINTRUST FINANCIAL CORP | WTFC | → 0 | Neutral | 25.060.747 $ | -316.583 $ | -1,2 % | 1 | 25.377.330 $ | +5.369.535 $ | +26,8 % | 1 | 20.007.795 $ | -475.003 $ | -2,3 % | 1 |
| Lumentum Holdings Inc. | LITE | → 0 | Stark | 25.376.529 $ | -1.240.514 $ | -4,7 % | 1 | ||||||||
| SPS COMMERCE INC | SPSC | → 0 | Neutral | 24.587.713 $ | +17.199.014 $ | +232,8 % | 1 | ||||||||
| BRUNSWICK CORP | BC | → 0 | Neutral | 23.427.218 $ | -853.384 $ | -3,5 % | 1 | ||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 19.578.480 $ | -3.315.571 $ | -14,5 % | 1 | 22.894.051 $ | +16.427.306 $ | +254,0 % | 1 | ||||
| GLOBUS MEDICAL INC | GMED | → 0 | Schwach | 22.163.971 $ | -135.003 $ | -0,6 % | 1 | 22.298.974 $ | +10.021.261 $ | +81,6 % | 1 | ||||
| Tronox Holdings plc | TROX | → 0 | Stark | 20.622.438 $ | +7.898.575 $ | +62,1 % | 1 | ||||||||
| Strategic Education, Inc. | STRA | → 0 | Stark | 19.586.364 $ | +2.404.934 $ | +14,0 % | 1 | 17.181.430 $ | +10.521.063 $ | +158,0 % | 1 | ||||
| FIRST SOLAR, INC. | FSLR | → 0 | Stark | 18.883.645 $ | +4.418.120 $ | +30,5 % | 1 | ||||||||
| Sally Beauty Holdings, Inc. | SBH | → 0 | Neutral | 17.180.568 $ | +1.845.601 $ | +12,0 % | 1 | ||||||||
| JABIL INC | JBL | → 0 | Neutral | 16.953.038 $ | +1.755.961 $ | +11,6 % | 1 | ||||||||
| PennyMac Financial Services, Inc. | PFSI | → 0 | Neutral | 16.389.426 $ | +2.418.609 $ | +17,3 % | 1 | ||||||||
| RENAISSANCERE HOLDINGS LTD | RNR | → 0 | Stark | 16.321.159 $ | +1.811.495 $ | +12,5 % | 1 | ||||||||
| ALLEGRO MICROSYSTEMS, INC. | ALGM | → 0 | Schwach | 16.016.925 $ | +6.668.117 $ | +71,3 % | 1 | ||||||||
| TripAdvisor, Inc. | TRIP | → 0 | Neutral | 15.620.114 $ | +1.493.841 $ | +10,6 % | 1 | ||||||||
| 230.964.684 $ | +25.937.066 $ | +33,6 % | 11 | 182.989.886 $ | +73.945.151 $ | +93,5 % | 8 | 119.136.322 $ | +13.931.663 $ | +32,4 % | 6 | ||||