| 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 | ||||
| 840.273.907 $ | -6.986.624 $ | +0,3 % | 9 | 860.492.875 $ | +64.804.826 $ | +9,0 % | 9 | 659.462.753 $ | +77.507.253 $ | +14,1 % | 7 | ||||
| Arcosa, Inc. | ACA | → 0 | Stark | 132.920.183 $ | +1.672.927 $ | +1,3 % | 1 | 131.247.256 $ | +12.508.158 $ | +10,5 % | 1 | 118.739.098 $ | +9.273.012 $ | +8,5 % | 1 |
| QUAKER CHEMICAL CORP | KWR | → 0 | Neutral | 102.353.470 $ | -1.417.189 $ | -1,4 % | 1 | 103.770.659 $ | +20.256.178 $ | +24,3 % | 1 | 83.514.481 $ | +14.772.351 $ | +21,5 % | 1 |
| MKS INC | MKSI | → 0 | Neutral | 92.767.403 $ | -5.766.076 $ | -5,9 % | 1 | 98.533.479 $ | -3.840.030 $ | -3,8 % | 1 | 102.373.509 $ | +11.448.080 $ | +12,6 % | 1 |
| JBT MAREL Corp | JBTM | → 0 | Neutral | 101.024.205 $ | +288.051 $ | +0,3 % | 1 | 100.736.154 $ | +10.812.620 $ | +12,0 % | 1 | 89.923.534 $ | +6.320.706 $ | +7,6 % | 1 |
| ESAB Corp | ESAB | → 0 | Neutral | 78.641.126 $ | -21.684.439 $ | -21,6 % | 1 | 100.325.565 $ | +12.553.125 $ | +14,3 % | 1 | 87.772.440 $ | +13.568.129 $ | +18,3 % | 1 |
| ESCO TECHNOLOGIES INC | ESE | → 0 | Neutral | 96.225.164 $ | +25.356.039 $ | +35,8 % | 1 | ||||||||
| CIRRUS LOGIC, INC. | CRUS | → 0 | Stark | 79.197.579 $ | -10.259.356 $ | -11,5 % | 1 | 89.456.935 $ | +18.651.109 $ | +26,3 % | 1 | ||||
| ASSURED GUARANTY LTD | AGO | → 0 | Sehr stark | 80.025.338 $ | -8.351.472 $ | -9,4 % | 1 | 88.376.810 $ | +694.054 $ | +0,8 % | 1 | 87.682.756 $ | +3.473.866 $ | +4,1 % | 1 |
| LCI INDUSTRIES | LCII | → 0 | Neutral | 79.241.815 $ | +16.644.642 $ | +26,6 % | 1 | ||||||||
| International General Insurance Holdings Ltd. | IGIC | → 0 | Stark | 78.125.116 $ | -938.442 $ | -1,2 % | 1 | 79.063.558 $ | +5.435.435 $ | +7,4 % | 1 | ||||
| SEI INVESTMENTS CO | SEIC | → 0 | 78.191.902 $ | +3.853.977 $ | +5,2 % | 1 | |||||||||
| 840.273.907 $ | -6.986.624 $ | +0,3 % | 9 | 860.492.875 $ | +64.804.826 $ | +9,0 % | 9 | 659.462.753 $ | +77.507.253 $ | +14,1 % | 7 | ||||