| 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 | ||||
| 94.013.058 $ | -20.313.453 $ | -17,8 % | 1 | 276.902.946 $ | -127.045.313 $ | -20,2 % | 3 | 1.763.152.474 $ | -636.840.352 $ | -23,3 % | 21 | ||||
| CyberArk Software Ltd. | → 0 | 68.041.546 $ | -129.224.251 $ | -65,5 % | 1 | 197.265.797 $ | -44.782.232 $ | -18,5 % | 1 | ||||||
| CAMTEK LTD | CAMT | → 0 | Neutral | 94.013.058 $ | -20.313.453 $ | -17,8 % | 1 | 114.326.511 $ | -6.895.201 $ | -5,7 % | 1 | 121.221.712 $ | +24.811.727 $ | +25,7 % | 1 |
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 108.438.346 $ | -51.923.893 $ | -32,4 % | 1 | ||||||||
| Datadog, Inc. | DDOG | → 0 | Neutral | 101.428.245 $ | -50.811.705 $ | -33,4 % | 1 | ||||||||
| Guidewire Software, Inc. | GWRE | → 0 | Neutral | 95.221.574 $ | -57.611.611 $ | -37,7 % | 1 | ||||||||
| Global-E Online Ltd. | GLBE | → 0 | 94.534.889 $ | +9.074.139 $ | +10,6 % | 1 | 85.460.750 $ | +12.560.285 $ | +17,2 % | 1 | |||||
| APPFOLIO INC | APPF | → 0 | Neutral | 94.259.732 $ | -39.013.667 $ | -29,3 % | 1 | ||||||||
| REPLIGEN CORP | RGEN | → 0 | Schwach | 89.406.249 $ | -35.629.980 $ | -28,5 % | 1 | ||||||||
| Xometry, Inc. | XMTR | → 0 | Neutral | 87.788.319 $ | -11.675.688 $ | -11,7 % | 1 | ||||||||
| MANHATTAN ASSOCIATES INC | MANH | → 0 | Schwach | 86.014.323 $ | -41.992.050 $ | -32,8 % | 1 | ||||||||
| TYLER TECHNOLOGIES INC | TYL | → 0 | Neutral | 84.797.435 $ | -57.122.533 $ | -40,2 % | 1 | ||||||||
| Flutter Entertainment plc | FLUT | → 0 | Schwach | 69.015.610 $ | -10.532.544 $ | -13,2 % | 1 | ||||||||
| Paycom Software, Inc. | PAYC | → 0 | Neutral | 67.856.346 $ | -41.978.821 $ | -38,2 % | 1 | ||||||||
| COGNEX CORP | CGNX | → 0 | Neutral | 65.408.489 $ | -6.461.577 $ | -9,0 % | 1 | ||||||||
| GLAUKOS Corp | GKOS | → 0 | Neutral | 62.203.078 $ | -55.456.524 $ | -47,1 % | 1 | ||||||||
| Vericel Corp | VCEL | → 0 | Neutral | 61.397.624 $ | -58.253.359 $ | -48,7 % | 1 | ||||||||
| Alarm.com Holdings, Inc. | ALRM | → 0 | Neutral | 59.827.848 $ | -36.542.371 $ | -37,9 % | 1 | ||||||||
| Q2 Holdings, Inc. | QTWO | → 0 | Neutral | 58.143.431 $ | -49.826.485 $ | -46,1 % | 1 | ||||||||
| BIO-TECHNE Corp | TECH | → 0 | Schwach | 57.628.786 $ | -23.333.088 $ | -28,8 % | 1 | ||||||||
| SHOPIFY INC. | SHOP | → 0 | Neutral | 56.343.401 $ | +8.383.639 $ | +17,5 % | 1 | ||||||||
| MERCADOLIBRE INC | MELI | → 0 | Schwach | 54.025.379 $ | -9.647.875 $ | -15,2 % | 1 | ||||||||
| 94.013.058 $ | -20.313.453 $ | -17,8 % | 1 | 276.902.946 $ | -127.045.313 $ | -20,2 % | 3 | 1.763.152.474 $ | -636.840.352 $ | -23,3 % | 21 | ||||