| 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 | ||||
| 171.658.756 $ | +48.586.456 $ | +40,4 % | 12 | 177.626.221 $ | +62.318.914 $ | -5,4 % | 10 | 174.139.511 $ | +24.844.540 $ | -13,7 % | 11 | ||||
| KIRBY CORP | KEX | → 0 | Stark | 34.150.160 $ | +9.580.020 $ | +39,0 % | 1 | 24.570.140 $ | +24.570.140 $ | 1 | |||||
| Axalta Coating Systems Ltd. | AXTA | → 0 | Neutral | 33.085.440 $ | +11.219.760 $ | +51,3 % | 1 | 21.865.680 $ | +21.865.680 $ | 1 | |||||
| CHART INDUSTRIES INC | GTLS | → 0 | 29.521.925 $ | -15.707.265 $ | -34,7 % | 1 | |||||||||
| Aptiv PLC | APTV | → 0 | Neutral | 22.427.106 $ | +1.428.473 $ | +6,8 % | 1 | 20.998.633 $ | -5.339.077 $ | -20,3 % | 1 | 26.337.710 $ | +2.394.468 $ | +10,0 % | 1 |
| Weatherford International plc | WFRD | → 0 | Neutral | 20.072.051 $ | +2.073.190 $ | +11,5 % | 1 | 17.998.861 $ | -6.674.670 $ | -27,1 % | 1 | 24.673.531 $ | -7.890.824 $ | -24,2 % | 1 |
| Dauch Corp | DCH | → 0 | Stark | 22.771.200 $ | +10.701.170 $ | +88,7 % | 1 | 12.070.030 $ | +12.070.030 $ | 1 | |||||
| FLOWSERVE CORP | FLS | → 0 | Stark | 21.785.320 $ | +21.785.320 $ | 1 | |||||||||
| OSHKOSH CORP | OSK | → 0 | Stark | 20.064.723 $ | +642.325 $ | +3,3 % | 1 | 19.422.398 $ | +84.128 $ | +0,4 % | 1 | 19.338.270 $ | -4.402.944 $ | -18,5 % | 1 |
| ASHLAND INC. | ASH | → 0 | Neutral | 12.495.361 $ | -1.102.455 $ | -8,1 % | 1 | 13.597.816 $ | -1.301.154 $ | -8,7 % | 1 | ||||
| Nomad Foods Ltd | NOMD | → 0 | 12.807.939 $ | +6.067.901 $ | +90,0 % | 1 | 6.740.038 $ | -2.754.262 $ | -29,0 % | 1 | 9.494.300 $ | +9.494.300 $ | 1 | ||
| GRAPHIC PACKAGING HOLDING CO | GPK | → 0 | Stark | 12.634.079 $ | +12.634.079 $ | 1 | |||||||||
| Dole plc | DOLE | → 0 | Neutral | 9.659.297 $ | +5.224.097 $ | +117,8 % | 1 | 4.435.200 $ | +4.435.200 $ | 1 | |||||
| PVH CORP. /DE/ | PVH | → 0 | Stark | 8.929.280 $ | +552.280 $ | +6,6 % | 1 | 8.377.000 $ | -541.000 $ | -6,1 % | 1 | ||||
| ABM INDUSTRIES INC /DE/ | ABM | → 0 | Neutral | 8.474.400 $ | +14.400 $ | +0,2 % | 1 | 8.460.000 $ | +8.460.000 $ | 1 | |||||
| DENTSPLY SIRONA Inc. | XRAY | → 0 | Stark | 7.076.000 $ | +7.076.000 $ | 1 | |||||||||
| MOHAWK INDUSTRIES INC | MHK | → 0 | Neutral | 3.938.400 $ | +3.938.400 $ | 1 | |||||||||
| Bath & Body Works, Inc. | BBWI | → 0 | Neutral | 3.864.000 $ | +3.864.000 $ | 1 | |||||||||
| National Energy Services Reunited Corp. | NESR | → 0 | Neutral | 1.288.200 $ | +1.288.200 $ | 1 | |||||||||
| 171.658.756 $ | +48.586.456 $ | +40,4 % | 12 | 177.626.221 $ | +62.318.914 $ | -5,4 % | 10 | 174.139.511 $ | +24.844.540 $ | -13,7 % | 11 | ||||