| 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 | ||||
| 196.285.874 $ | +62.805.671 $ | +54,2 % | 15 | 36.836.546 $ | -2.456.430 $ | -3,7 % | 3 | 56.035.282 $ | +13.512.920 $ | +61,9 % | 4 | 41.369.028 $ | +8.442.877 $ | +47,5 % | 3 | ||||
| Mirion Technologies, Inc. | MIR | → 0 | Neutral | 12.480.123 $ | -603.723 $ | -4,6 % | 1 | 13.083.846 $ | -3.717.475 $ | -22,1 % | 1 | 16.801.321 $ | -1.686.332 $ | -9,1 % | 1 | 18.487.653 $ | -265.580 $ | -1,4 % | 1 |
| Clearwater Analytics Holdings, Inc. | CWAN | → 0 | 16.449.165 $ | +6.672.901 $ | +68,3 % | 1 | |||||||||||||
| HEXCEL CORP /DE/ | HXL | → 0 | Neutral | 15.882.924 $ | +2.984.543 $ | +23,1 % | 1 | 12.898.381 $ | +910.397 $ | +7,6 % | 1 | 11.987.984 $ | +1.696.657 $ | +16,5 % | 1 | ||||
| ALLEGRO MICROSYSTEMS, INC. | ALGM | → 0 | Schwach | 15.857.835 $ | +8.714.209 $ | +122,0 % | 1 | ||||||||||||
| ONTO INNOVATION INC. | ONTO | → 0 | Neutral | 14.487.444 $ | +6.477.615 $ | +80,9 % | 1 | ||||||||||||
| SEMTECH CORP | SMTC | → 0 | Neutral | 14.249.436 $ | +4.794.888 $ | +50,7 % | 1 | ||||||||||||
| CECO ENVIRONMENTAL CORP | CECO | → 0 | Stark | 13.798.923 $ | +4.847.326 $ | +54,2 % | 1 | ||||||||||||
| APPLIED INDUSTRIAL TECHNOLOGIES INC | AIT | → 0 | Neutral | 13.427.598 $ | +2.945.601 $ | +28,1 % | 1 | ||||||||||||
| HERC HOLDINGS INC | HRI | → 0 | Neutral | 12.929.268 $ | +6.170.520 $ | +91,3 % | 1 | ||||||||||||
| FULTON FINANCIAL CORP | FULT | → 0 | Stark | 12.839.375 $ | +1.985.056 $ | +18,3 % | 1 | 10.854.319 $ | +350.648 $ | +3,3 % | 1 | ||||||||
| Alignment Healthcare, Inc. | ALHC | → 0 | Stark | 12.558.870 $ | +3.096.049 $ | +32,7 % | 1 | 10.796.812 $ | +6.829.694 $ | +172,2 % | 1 | ||||||||
| JFrog Ltd | FROG | → 0 | Neutral | 11.983.437 $ | +6.476.339 $ | +117,6 % | 1 | ||||||||||||
| COMMVAULT SYSTEMS INC | CVLT | → 0 | Neutral | 11.753.385 $ | +4.657.450 $ | +65,6 % | 1 | ||||||||||||
| SITIME Corp | SITM | → 0 | Schwach | 11.711.920 $ | +2.787.703 $ | +31,2 % | 1 | ||||||||||||
| VALMONT INDUSTRIES INC | VMI | → 0 | Neutral | 11.690.046 $ | +4.220.085 $ | +56,5 % | 1 | ||||||||||||
| ESTABLISHMENT LABS HOLDINGS INC. | ESTA | → 0 | Schwach | 11.482.236 $ | +3.898.302 $ | +51,4 % | 1 | ||||||||||||
| AEHR TEST SYSTEMS | AEHR | → 0 | Schwach | 11.169.455 $ | +5.920.754 $ | +112,8 % | 1 | ||||||||||||
| AZZ INC | AZZ | → 0 | Stark | 10.864.974 $ | +2.141.411 $ | +24,5 % | 1 | ||||||||||||
| 196.285.874 $ | +62.805.671 $ | +54,2 % | 15 | 36.836.546 $ | -2.456.430 $ | -3,7 % | 3 | 56.035.282 $ | +13.512.920 $ | +61,9 % | 4 | 41.369.028 $ | +8.442.877 $ | +47,5 % | 3 | ||||