| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 92.005.330 $ | +58.308.295 $ | +3.580,6 % | 5 | 71.677.318 $ | +47.513.547 $ | +340,9 % | 5 | 106.071.041 $ | +42.687.431 $ | +72,0 % | 8 | 92.919.917 $ | +63.837.349 $ | +54,9 % | 7 | ||||
| LUMENTUM HLDGS INC | → 0 | 32.270.758 $ | +23.212.054 $ | +256,2 % | 1 | ||||||||||||||
| Sea Ltd | SE | → 0 | Sehr schwach | 24.572.500 $ | +24.572.500 $ | 1 | |||||||||||||
| ADVANCED ENERGY INDS | → 0 | 24.417.000 $ | +24.228.360 $ | +12.843,7 % | 1 | ||||||||||||||
| Summit Hotel Properties, Inc. | INN | → 0 | Neutral | 19.578.244 $ | +9.086.269 $ | +86,6 % | 1 | 10.491.975 $ | +10.491.975 $ | 1 | |||||||||
| PENN Entertainment, Inc. | PENN | → 0 | Schwach | 19.018.456 $ | +14.833.856 $ | +354,5 % | 1 | ||||||||||||
| MGP INGREDIENTS INC | MGPI | → 0 | Neutral | 17.396.055 $ | +225.337 $ | +1,3 % | 1 | 17.170.718 $ | +6.800.798 $ | +65,6 % | 1 | 10.369.920 $ | +5.632.420 $ | +118,9 % | 1 | ||||
| JETBLUE AIRWAYS CORP | JBLU | → 0 | Neutral | 16.375.125 $ | +8.948.485 $ | +120,5 % | 1 | ||||||||||||
| CRACKER BARREL OLD CTRY STOR | → 0 | 15.082.688 $ | +6.371.187 $ | +73,1 % | 1 | ||||||||||||||
| FIVERR INTL LTD | → 0 | 14.861.875 $ | +2.329.850 $ | +18,6 % | 1 | ||||||||||||||
| Cable One, Inc. | CABO | → 0 | Neutral | 13.841.520 $ | +6.467.955 $ | +87,7 % | 1 | ||||||||||||
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | → 0 | Neutral | 13.428.464 $ | +3.637.662 $ | +37,2 % | 1 | 9.790.802 $ | +9.790.802 $ | 1 | |||||||||
| TWO HARBORS INVESTMENT CORP. | TWO | → 0 | Neutral | 12.560.130 $ | +5.094.731 $ | +68,2 % | 1 | ||||||||||||
| RWT HLDGS INC | → 0 | 12.532.025 $ | -31.488 $ | -0,3 % | 1 | ||||||||||||||
| American Water Works Company, Inc. | AWK | → 0 | Neutral | 11.693.955 $ | +11.693.955 $ | 1 | |||||||||||||
| NovoCure Ltd | NVCR | → 0 | Sehr schwach | 10.849.775 $ | +10.849.775 $ | 1 | |||||||||||||
| Enphase Energy, Inc. | ENPH | → 0 | Stark | 10.472.048 $ | +651.083 $ | +6,6 % | 1 | 9.820.965 $ | +5.833.935 $ | +146,3 % | 1 | ||||||||
| INTREPID CAPITAL MANAGEMENT INC | → 0 | 9.445.590 $ | +3.168.826 $ | +50,5 % | 1 | ||||||||||||||
| UPSTART HLDGS INC | → 0 | 9.058.704 $ | +8.872.944 $ | +4.776,6 % | 1 | 8.711.501 $ | +7.813.751 $ | +870,4 % | 1 | ||||||||||
| BLACKSTONE MORTGAGE TRUST, INC. | BXMT | → 0 | Neutral | 8.862.813 $ | +1.769.600 $ | +24,9 % | 1 | ||||||||||||
| 92.005.330 $ | +58.308.295 $ | +3.580,6 % | 5 | 71.677.318 $ | +47.513.547 $ | +340,9 % | 5 | 106.071.041 $ | +42.687.431 $ | +72,0 % | 8 | 92.919.917 $ | +63.837.349 $ | +54,9 % | 7 | ||||