| 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 | ||||
| 174.182.935 $ | +16.194.479 $ | +9,8 % | 8 | 165.975.788 $ | +23.263.852 $ | +15,5 % | 9 | 135.838.712 $ | +12.219.239 $ | +8,3 % | 8 | ||||
| LAM RESEARCH CORP | LRCX | → 0 | Sehr stark | 48.778.578 $ | +9.566.375 $ | +24,4 % | 1 | 39.212.203 $ | +10.270.357 $ | +35,5 % | 1 | 28.941.846 $ | +6.111.333 $ | +26,8 % | 1 |
| MUELLER INDUSTRIES INC | MLI | → 0 | Stark | 25.303.507 $ | -266.815 $ | -1,0 % | 1 | 25.570.322 $ | +3.082.300 $ | +13,7 % | 1 | 22.488.022 $ | +4.634.610 $ | +26,0 % | 1 |
| Jackson Financial Inc. | JXN | → 0 | Stark | 24.510.336 $ | +396.024 $ | +1,6 % | 1 | 24.114.312 $ | +2.819.179 $ | +13,2 % | 1 | 21.295.133 $ | +2.067.392 $ | +10,8 % | 1 |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 19.741.107 $ | +5.400.808 $ | +37,7 % | 1 | 14.340.299 $ | +2.907.936 $ | +25,4 % | 1 | 11.432.363 $ | +1.472.440 $ | +14,8 % | 1 |
| Equitable Holdings, Inc. | EQH | → 0 | Neutral | 13.748.439 $ | -3.480.800 $ | -20,2 % | 1 | 17.229.239 $ | -938.158 $ | -5,2 % | 1 | 18.167.397 $ | -2.132.949 $ | -10,5 % | 1 |
| WILLIS LEASE FINANCE CORP | WLFC | → 0 | Stark | 17.948.979 $ | +4.078.568 $ | +29,4 % | 1 | 13.870.411 $ | +442.633 $ | +3,3 % | 1 | 13.427.778 $ | +87.700 $ | +0,7 % | 1 |
| AerCap Holdings N.V. | AER | → 0 | 14.272.070 $ | -191.480 $ | -1,3 % | 1 | 14.463.550 $ | +2.316.993 $ | +19,1 % | 1 | 12.146.557 $ | +535.126 $ | +4,6 % | 1 | |
| Garrett Motion Inc. | GTX | → 0 | Stark | 9.879.919 $ | +691.799 $ | +7,5 % | 1 | 9.188.120 $ | +2.314.896 $ | +33,7 % | 1 | ||||
| ALLIANCEBERNSTEIN L.P. | → 0 | 7.987.332 $ | +47.716 $ | +0,6 % | 1 | 7.939.616 $ | -556.413 $ | -6,5 % | 1 | ||||||
| 174.182.935 $ | +16.194.479 $ | +9,8 % | 8 | 165.975.788 $ | +23.263.852 $ | +15,5 % | 9 | 135.838.712 $ | +12.219.239 $ | +8,3 % | 8 | ||||