| 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 | ||||
| 1.435.614.178 $ | +204.218.907 $ | +18,0 % | 14 | 394.789.878 $ | +55.863.869 $ | +18,1 % | 4 | 297.337.958 $ | +114.220.116 $ | +268,0 % | 3 | 402.309.755 $ | +70.216.072 $ | +21,5 % | 4 | ||||
| Axalta Coating Systems Ltd. | AXTA | → 0 | Schwach | 114.052.078 $ | +32.428.211 $ | +39,7 % | 1 | 98.157.457 $ | +86.903.873 $ | +772,2 % | 1 | ||||||||
| VALVOLINE INC | VVV | → 0 | Neutral | 113.049.288 $ | +13.950.637 $ | +14,1 % | 1 | 99.098.651 $ | +10.997.536 $ | +12,5 % | 1 | ||||||||
| PARSONS CORP | PSN | → 0 | Neutral | 106.476.179 $ | +19.101.215 $ | +21,9 % | 1 | 105.368.683 $ | +13.697.867 $ | +14,9 % | 1 | ||||||||
| COPT DEFENSE PROPERTIES | CDP | → 0 | Neutral | 105.239.662 $ | +14.016.166 $ | +15,4 % | 1 | ||||||||||||
| TIMKEN CO | TKR | → 0 | Schwach | 104.972.774 $ | +11.425.879 $ | +12,2 % | 1 | 98.908.360 $ | +14.862.608 $ | +17,7 % | 1 | ||||||||
| MSA Safety Inc | MSA | → 0 | Neutral | 104.758.126 $ | +5.171.781 $ | +5,2 % | 1 | 99.586.345 $ | -685.796 $ | -0,7 % | 1 | 100.272.141 $ | +12.453.635 $ | +14,2 % | 1 | ||||
| AFFILIATED MANAGERS GROUP, INC. | AMG | → 0 | Neutral | 102.370.738 $ | +18.621.396 $ | +22,2 % | 1 | 101.341.572 $ | +16.639.171 $ | +19,6 % | 1 | ||||||||
| Crane NXT, Co. | CXT | → 0 | Neutral | 102.081.390 $ | +34.326.776 $ | +50,7 % | 1 | ||||||||||||
| MCGRATH RENTCORP | MGRC | → 0 | Stark | 101.089.823 $ | +11.517.319 $ | +12,9 % | 1 | ||||||||||||
| LITTELFUSE INC /DE | LFUS | → 0 | Stark | 94.731.862 $ | -5.189.406 $ | -5,2 % | 1 | 99.921.268 $ | +23.151.196 $ | +30,2 % | 1 | ||||||||
| First American Financial Corp | FAF | → 0 | Stark | 97.793.084 $ | +9.272.533 $ | +10,5 % | 1 | 99.430.030 $ | +18.179.567 $ | +22,4 % | 1 | ||||||||
| Gates Industrial Corp Ltd. | GTES | → 0 | Neutral | 99.015.366 $ | +16.636.577 $ | +20,2 % | 1 | ||||||||||||
| Southwest Gas Holdings, Inc. | SWX | → 0 | Sehr stark | 95.319.294 $ | -864.320 $ | -0,9 % | 1 | 96.183.614 $ | +22.400.933 $ | +30,4 % | 1 | ||||||||
| BRINKS CO | BCO | → 0 | Neutral | 96.169.470 $ | +21.699.467 $ | +29,1 % | 1 | ||||||||||||
| OSI SYSTEMS INC | OSIS | → 0 | Neutral | 94.664.514 $ | +23.804.143 $ | +33,6 % | 1 | ||||||||||||
| 1.435.614.178 $ | +204.218.907 $ | +18,0 % | 14 | 394.789.878 $ | +55.863.869 $ | +18,1 % | 4 | 297.337.958 $ | +114.220.116 $ | +268,0 % | 3 | 402.309.755 $ | +70.216.072 $ | +21,5 % | 4 | ||||