| 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 | ||||
| 423.002.648 $ | -5.868.530 $ | +12,8 % | 10 | 396.355.637 $ | +62.637.295 $ | +22,5 % | 8 | 319.469.065 $ | +97.427.466 $ | +37,5 % | 7 | ||||
| VALMONT INDUSTRIES INC | VMI | → 0 | Neutral | 57.439.706 $ | -8.441.779 $ | -12,8 % | 1 | 65.881.485 $ | +22.961.286 $ | +53,5 % | 1 | 42.920.199 $ | +4.514.372 $ | +11,8 % | 1 |
| QCR HOLDINGS INC | QCRH | → 0 | Sehr stark | 56.935.420 $ | -6.544.844 $ | -10,3 % | 1 | 63.480.264 $ | +10.944.426 $ | +20,8 % | 1 | 52.535.838 $ | +29.879.849 $ | +131,9 % | 1 |
| Chefs' Warehouse, Inc. | CHEF | → 0 | Neutral | 40.285.579 $ | -10.581.186 $ | -20,8 % | 1 | 50.866.765 $ | -2.350.785 $ | -4,4 % | 1 | 53.217.550 $ | -814.780 $ | -1,5 % | 1 |
| MERCURY SYSTEMS INC | MRCY | → 0 | Neutral | 42.962.145 $ | -5.990.257 $ | -12,2 % | 1 | 48.952.402 $ | -1.900.404 $ | -3,7 % | 1 | 50.852.806 $ | +22.256.755 $ | +77,8 % | 1 |
| STIFEL FINANCIAL CORP | SF | → 0 | Sehr stark | 35.873.474 $ | -12.252.553 $ | -25,5 % | 1 | 48.126.027 $ | +3.267.674 $ | +7,3 % | 1 | 44.858.353 $ | +2.352.430 $ | +5,5 % | 1 |
| GLOBUS MEDICAL INC | GMED | → 0 | Schwach | 39.658.759 $ | -3.353.727 $ | -7,8 % | 1 | 43.012.486 $ | +14.895.837 $ | +53,0 % | 1 | ||||
| HELIOS TECHNOLOGIES, INC. | HLIO | → 0 | Neutral | 39.503.384 $ | +39.503.384 $ | 1 | |||||||||
| HF Sinclair Corp | DINO | → 0 | Neutral | 38.845.151 $ | +17.031.386 $ | +78,1 % | 1 | ||||||||
| EnerSys | ENS | → 0 | Neutral | 38.564.873 $ | +3.398.166 $ | +9,7 % | 1 | ||||||||
| ICHOR HOLDINGS, LTD. | ICHR | → 0 | Neutral | 37.842.473 $ | +21.393.256 $ | +130,1 % | 1 | ||||||||
| FULLER H B CO | FUL | → 0 | Schwach | 36.954.955 $ | -516.380 $ | -1,4 % | 1 | 37.471.335 $ | +11.421.095 $ | +43,8 % | 1 | ||||
| Gates Industrial Corp Ltd. | GTES | → 0 | Neutral | 36.204.986 $ | +3.387.554 $ | +10,3 % | 1 | ||||||||
| Bank OZK | OZK | → 0 | 35.580.935 $ | -264.544 $ | -0,7 % | 1 | |||||||||
| 423.002.648 $ | -5.868.530 $ | +12,8 % | 10 | 396.355.637 $ | +62.637.295 $ | +22,5 % | 8 | 319.469.065 $ | +97.427.466 $ | +37,5 % | 7 | ||||