| 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 | ||||
| 174.235.050 $ | -134.634.190 $ | -38,3 % | 3 | 1.038.141.801 $ | +426.171.424 $ | +83,6 % | 13 | 394.436.099 $ | +121.682.615 $ | +193,3 % | 6 | 187.146.229 $ | +697.600 $ | +13,4 % | 3 | ||||
| TETRA TECH INC | TTEK | → 0 | Neutral | 62.434.665 $ | -61.286.350 $ | -49,5 % | 1 | 123.721.015 $ | +61.932.004 $ | +100,2 % | 1 | 61.789.011 $ | +979.356 $ | +1,6 % | 1 | 60.809.655 $ | -15.143.282 $ | -19,9 % | 1 |
| PARSONS CORP | PSN | → 0 | Neutral | 56.868.007 $ | -66.038.654 $ | -53,7 % | 1 | 122.906.661 $ | +61.629.704 $ | +100,6 % | 1 | 61.276.957 $ | -3.670.095 $ | -5,7 % | 1 | 64.947.052 $ | -10.206.860 $ | -13,6 % | 1 |
| Cutler Capital Management, LLC | → 0 | 119.402.771 $ | +32.676.684 $ | +37,7 % | 1 | 86.726.087 $ | +41.202.261 $ | +90,5 % | 1 | ||||||||||
| FLUOR CORP | FLR | → 0 | Schwach | 94.984.270 $ | +49.331.950 $ | +108,1 % | 1 | ||||||||||||
| ITRON, INC. | ITRI | → 0 | Neutral | 77.831.242 $ | +43.504.777 $ | +126,7 % | 1 | ||||||||||||
| Duke Energy CORP | DUK | → 0 | Neutral | 72.171.529 $ | +9.143.201 $ | +14,5 % | 1 | 63.028.328 $ | +18.314.446 $ | +41,0 % | 1 | ||||||||
| VENTAS RLTY LTD PARTNERSHIP | → 0 | 67.526.235 $ | +45.197.869 $ | +202,4 % | 1 | 59.845.996 $ | +54.463.982 $ | +1.012,0 % | 1 | 61.389.522 $ | +26.047.742 $ | +73,7 % | 1 | ||||||
| Nutanix, Inc. | NTNX | → 0 | Neutral | 66.805.446 $ | +31.785.827 $ | +90,8 % | 1 | ||||||||||||
| SOUTHERN CO | SO | → 0 | Schwach | 54.932.378 $ | -7.309.186 $ | -11,7 % | 1 | 62.241.564 $ | +31.708.267 $ | +103,8 % | 1 | ||||||||
| TYLER TECHNOLOGIES INC | TYL | → 0 | Neutral | 61.769.720 $ | +0 $ | +0,0 % | 1 | 61.769.720 $ | +10.392.665 $ | +20,2 % | 1 | ||||||||
| Guidewire Software, Inc. | GWRE | → 0 | Neutral | 57.427.856 $ | +29.542.634 $ | +105,9 % | 1 | ||||||||||||
| MKS INC | MKSI | → 0 | Stark | 56.863.125 $ | +4.147.475 $ | +7,9 % | 1 | ||||||||||||
| REPLIGEN CORP | RGEN | → 0 | Neutral | 54.490.367 $ | +25.571.032 $ | +88,4 % | 1 | ||||||||||||
| 174.235.050 $ | -134.634.190 $ | -38,3 % | 3 | 1.038.141.801 $ | +426.171.424 $ | +83,6 % | 13 | 394.436.099 $ | +121.682.615 $ | +193,3 % | 6 | 187.146.229 $ | +697.600 $ | +13,4 % | 3 | ||||