| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 125.607.968 $ | +16.190.060 $ | +14,2 % | 117.574.291 $ | +117.574.291 $ | |||
| COHERENT CORP. | COHR | 21.438.424 $ | +1.261.601 $ | +6,3 % | 20.176.823 $ | +20.176.823 $ | |
| GRAHAM CORP | GHM | 15.929.134 $ | +1.850.303 $ | +13,1 % | 14.078.831 $ | +14.078.831 $ | |
| GXO Logistics, Inc. | GXO | 10.452.649 $ | -159.259 $ | -1,5 % | 10.611.908 $ | +10.611.908 $ | |
| MERCURY SYSTEMS INC | MRCY | 7.920.359 $ | -1.047.897 $ | -11,7 % | 8.968.256 $ | +8.968.256 $ | |
| WESTLAKE CORP | WLK | 8.444.100 $ | +3.099.495 $ | +58,0 % | 5.344.605 $ | +5.344.605 $ | |
| CF Industries Holdings, Inc. | CF | 7.435.288 $ | +2.806.257 $ | +60,6 % | 4.629.031 $ | +4.629.031 $ | |
| Cadre Holdings, Inc. | CDRE | 6.557.175 $ | -806.481 $ | -11,0 % | 7.363.656 $ | +7.363.656 $ | |
| XPO, Inc. | XPO | 6.801.468 $ | +1.148.563 $ | +20,3 % | 5.652.905 $ | +5.652.905 $ | |
| Enpro Inc. | NPO | 5.950.682 $ | +101.721 $ | +1,7 % | 5.848.961 $ | +5.848.961 $ | |
| TYLER TECHNOLOGIES INC | TYL | 5.749.245 $ | +3.069.124 $ | +114,5 % | 2.680.121 $ | +2.680.121 $ | |
| Distribution Solutions Group, Inc. | DSGR | 5.697.570 $ | +743.486 $ | +15,0 % | 4.954.084 $ | +4.954.084 $ | |
| Sunbelt Rentals Holdings, Inc. | SUNB | 5.611.627 $ | +5.611.627 $ | ||||
| SUMISHO AIR LEASE CORP | AL | 4.552.168 $ | +4.552.168 $ | ||||
| Ulta Beauty, Inc. | ULTA | 2.307.765 $ | -2.000.511 $ | -46,4 % | 4.308.276 $ | +4.308.276 $ | |
| Avantor, Inc. | AVTR | 3.252.800 $ | -661.993 $ | -16,9 % | 3.914.793 $ | +3.914.793 $ | |
| EVERETT HARRIS & CO /CA/ | 3.604.215 $ | +3.604.215 $ | |||||
| Phillips 66 | PSX | 3.589.310 $ | +569.516 $ | +18,9 % | 3.019.794 $ | +3.019.794 $ | |
| Westrock Coffee Co | WEST | 3.565.096 $ | +557.989 $ | +18,6 % | 3.007.107 $ | +3.007.107 $ | |
| Smurfit Westrock plc | SW | 2.471.736 $ | +30.228 $ | +1,2 % | 2.441.508 $ | +2.441.508 $ | |
| QXO, Inc. | QXO | 2.433.540 $ | +16.291 $ | +0,7 % | 2.417.249 $ | +2.417.249 $ | |
| 125.607.968 $ | +16.190.060 $ | +14,2 % | 117.574.291 $ | +117.574.291 $ | |||