| 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 | ||||
| 1.466.352.465 $ | +408.306.314 $ | +64,9 % | 10 | 567.943.968 $ | +36.057.258 $ | +7,8 % | 4 | 579.209.718 $ | +2.050.312 $ | +1,0 % | 4 | 951.268.592 $ | +41.500.343 $ | +5,2 % | 7 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 179.884.114 $ | +64.288.196 $ | +55,6 % | 1 | ||||||||||||
| LATTICE SEMICONDUCTOR CORP | LSCC | → 0 | Schwach | 173.632.850 $ | +46.498.499 $ | +36,6 % | 1 | 127.134.351 $ | +18.607.604 $ | +17,1 % | 1 | ||||||||
| EMCOR Group, Inc. | EME | → 0 | Stark | 156.936.117 $ | +516.284 $ | +0,3 % | 1 | 156.419.833 $ | +3.080.176 $ | +2,0 % | 1 | 153.339.657 $ | -18.292.844 $ | -10,7 % | 1 | 171.632.501 $ | +21.605.484 $ | +14,4 % | 1 |
| JFrog Ltd | FROG | → 0 | Neutral | 145.230.966 $ | +46.791.208 $ | +47,5 % | 1 | 155.849.755 $ | +18.781.838 $ | +13,7 % | 1 | 137.067.917 $ | -12.180.776 $ | -8,2 % | 1 | ||||
| MONOLITHIC POWER SYSTEMS, INC. | MPWR | → 0 | Neutral | 153.198.665 $ | +1.397.951 $ | +0,9 % | 1 | 151.800.714 $ | +24.657.440 $ | +19,4 % | 1 | 127.143.274 $ | -2.677.093 $ | -2,1 % | 1 | 129.820.367 $ | +21.644.145 $ | +20,0 % | 1 |
| COMFORT SYSTEMS USA INC | FIX | → 0 | Sehr stark | 146.335.296 $ | +44.334.164 $ | +43,5 % | 1 | ||||||||||||
| Cencora, Inc. | COR | → 0 | Neutral | 132.589.070 $ | -10.287.962 $ | -7,2 % | 1 | 142.877.032 $ | +4.238.411 $ | +3,1 % | 1 | 138.638.621 $ | -1.059.395 $ | -0,8 % | 1 | ||||
| Snowflake Inc. | SNOW | → 0 | Neutral | 134.171.637 $ | +103.087.635 $ | +331,6 % | 1 | ||||||||||||
| VEEVA SYSTEMS INC | VEEV | → 0 | Neutral | 129.005.159 $ | -1.380.090 $ | -1,1 % | 1 | ||||||||||||
| MKS INC | MKSI | → 0 | Stark | 128.302.560 $ | +62.079.361 $ | +93,7 % | 1 | ||||||||||||
| CURTISS WRIGHT CORP | CW | → 0 | Stark | 124.672.737 $ | +12.633.265 $ | +11,3 % | 1 | ||||||||||||
| Interactive Brokers Group, Inc. | IBKR | → 0 | Neutral | 123.987.523 $ | +26.679.751 $ | +27,4 % | 1 | ||||||||||||
| IDEXX LABORATORIES INC /DE | IDXX | → 0 | Neutral | 123.266.159 $ | +15.313.789 $ | +14,2 % | 1 | ||||||||||||
| CyberArk Software Ltd. | → 0 | 121.837.868 $ | -2.442.814 $ | -2,0 % | 1 | ||||||||||||||
| 1.466.352.465 $ | +408.306.314 $ | +64,9 % | 10 | 567.943.968 $ | +36.057.258 $ | +7,8 % | 4 | 579.209.718 $ | +2.050.312 $ | +1,0 % | 4 | 951.268.592 $ | +41.500.343 $ | +5,2 % | 7 | ||||