| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 130.369.983 $ | +30.525.296 $ | +44,4 % | 12 | 84.978.597 $ | +8.152.582 $ | +16,8 % | 8 | 61.199.474 $ | +61.199.474 $ | 5 | |||||
| COHERENT CORP. | COHR | → 0 | Neutral | 28.729.250 $ | +7.290.826 $ | +34,0 % | 1 | 21.438.424 $ | +1.261.601 $ | +6,3 % | 1 | 20.176.823 $ | +20.176.823 $ | 1 | |
| GRAHAM CORP | GHM | → 0 | Neutral | 22.410.323 $ | +6.481.189 $ | +40,7 % | 1 | 15.929.134 $ | +1.850.303 $ | +13,1 % | 1 | 14.078.831 $ | +14.078.831 $ | 1 | |
| MERCURY SYSTEMS INC | MRCY | → 0 | Stark | 12.526.959 $ | +4.606.600 $ | +58,2 % | 1 | 7.920.359 $ | -1.047.897 $ | -11,7 % | 1 | 8.968.256 $ | +8.968.256 $ | 1 | |
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 10.455.658 $ | +3.009 $ | +0,0 % | 1 | 10.452.649 $ | -159.259 $ | -1,5 % | 1 | 10.611.908 $ | +10.611.908 $ | 1 | |
| QXO, Inc. | QXO | → 0 | Sehr schwach | 8.802.849 $ | +6.369.309 $ | +261,7 % | 1 | ||||||||
| WESTLAKE CORP | WLK | → 0 | Stark | 8.444.100 $ | +3.099.495 $ | +58,0 % | 1 | ||||||||
| CF Industries Holdings, Inc. | CF | → 0 | Stark | 6.199.509 $ | -1.235.779 $ | -16,6 % | 1 | 7.435.288 $ | +2.806.257 $ | +60,6 % | 1 | ||||
| Cadre Holdings, Inc. | CDRE | → 0 | Schwach | 7.338.731 $ | +781.556 $ | +11,9 % | 1 | 6.557.175 $ | -806.481 $ | -11,0 % | 1 | 7.363.656 $ | +7.363.656 $ | 1 | |
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 6.855.813 $ | +1.244.186 $ | +22,2 % | 1 | ||||||||
| Enpro Inc. | NPO | → 0 | Neutral | 6.846.933 $ | +896.251 $ | +15,1 % | 1 | ||||||||
| Westrock Coffee Co | WEST | → 0 | Schwach | 6.803.041 $ | +3.237.945 $ | +90,8 % | 1 | ||||||||
| XPO, Inc. | XPO | → 0 | Schwach | 6.634.562 $ | -166.906 $ | -2,5 % | 1 | 6.801.468 $ | +1.148.563 $ | +20,3 % | 1 | ||||
| TYLER TECHNOLOGIES INC | TYL | → 0 | Neutral | 6.766.355 $ | +1.017.110 $ | +17,7 % | 1 | ||||||||
| 130.369.983 $ | +30.525.296 $ | +44,4 % | 12 | 84.978.597 $ | +8.152.582 $ | +16,8 % | 8 | 61.199.474 $ | +61.199.474 $ | 5 | |||||