| 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 | ||||
| 1.244.108.237 $ | +292.193.561 $ | +175,7 % | 8 | 835.394.762 $ | +49.612.508 $ | +15,0 % | 5 | 2.007.050.437 $ | +675.755.635 $ | +75,3 % | 12 | ||||
| FTAI Finance Holdco Ltd. | → 0 | 260.241.381 $ | +5.009.769 $ | +2,0 % | 1 | 255.231.612 $ | -48.914.133 $ | -16,1 % | 1 | 304.145.745 $ | +57.428.032 $ | +23,3 % | 1 | ||
| EAGLE MATERIALS INC | EXP | → 0 | Neutral | 219.915.812 $ | +52.107.054 $ | +31,1 % | 1 | ||||||||
| TERADYNE, INC | TER | → 0 | Stark | 196.363.835 $ | +143.339.145 $ | +270,3 % | 1 | ||||||||
| Amentum Holdings, Inc. | AMTM | → 0 | Stark | 128.579.888 $ | -38.836.405 $ | -23,2 % | 1 | 167.416.293 $ | +42.812.113 $ | +34,4 % | 1 | ||||
| Builders FirstSource, Inc. | BLDR | → 0 | Neutral | 156.491.123 $ | +86.337.471 $ | +123,1 % | 1 | ||||||||
| DARLING INGREDIENTS INC. | DAR | → 0 | Schwach | 151.883.038 $ | +53.948.728 $ | +55,1 % | 1 | ||||||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Schwach | 150.907.939 $ | +53.749.160 $ | +55,3 % | 1 | ||||||||
| UNITED THERAPEUTICS Corp | UTHR | → 0 | Neutral | 149.847.285 $ | +61.568.740 $ | +69,7 % | 1 | ||||||||
| Circle Internet Group, Inc. | CRCL | → 0 | Neutral | 147.709.033 $ | +58.091.760 $ | +64,8 % | 1 | ||||||||
| COHERENT CORP. | COHR | → 0 | Neutral | 147.677.643 $ | +82.631.593 $ | +127,0 % | 1 | ||||||||
| GRANITE CONSTRUCTION INC | GVA | → 0 | 142.385.805 $ | -2.713.289 $ | -1,9 % | 1 | 145.099.094 $ | +2.881.180 $ | +2,0 % | 1 | 142.217.914 $ | +14.106.542 $ | +11,0 % | 1 | |
| XPO, Inc. | XPO | → 0 | Schwach | 126.860.838 $ | +28.957.670 $ | +29,6 % | 1 | 143.694.920 $ | +497.397 $ | +0,3 % | 1 | ||||
| ATI INC | ATI | → 0 | Schwach | 140.862.463 $ | +14.414.491 $ | +11,4 % | 1 | ||||||||
| Carlyle Group Inc. | CG | → 0 | Schwach | 138.184.356 $ | +41.184.409 $ | +42,5 % | 1 | ||||||||
| ENTEGRIS INC | ENTG | → 0 | Neutral | 136.988.178 $ | +83.815.149 $ | +157,6 % | 1 | ||||||||
| POPULAR, INC. | BPOP | → 0 | Stark | 136.696.976 $ | +17.447.725 $ | +14,6 % | 1 | ||||||||
| Stride, Inc. | LRN | → 0 | Stark | 136.600.969 $ | +126.166.588 $ | +1.209,1 % | 1 | ||||||||
| MKS INC | MKSI | → 0 | Neutral | 133.765.996 $ | +43.111.958 $ | +47,6 % | 1 | ||||||||
| MongoDB, Inc. | MDB | → 0 | Stark | 126.785.300 $ | +38.418.857 $ | +43,5 % | 1 | ||||||||
| 1.244.108.237 $ | +292.193.561 $ | +175,7 % | 8 | 835.394.762 $ | +49.612.508 $ | +15,0 % | 5 | 2.007.050.437 $ | +675.755.635 $ | +75,3 % | 12 | ||||