| 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 | ||||
| 233.458.009 $ | +23.295.446 $ | +22,5 % | 8 | 228.340.845 $ | +10.705.668 $ | +13,7 % | 8 | 256.634.121 $ | +63.760.803 $ | +36,0 % | 9 | ||||
| BWX Technologies, Inc. | BWXT | → 0 | Neutral | 53.549.183 $ | +8.466.634 $ | +18,8 % | 1 | 45.082.549 $ | -2.766.813 $ | -5,8 % | 1 | 47.849.362 $ | +9.599.127 $ | +25,1 % | 1 |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | KTOS | → 0 | Neutral | 27.564.051 $ | -2.195.098 $ | -7,4 % | 1 | 29.759.149 $ | -8.110.244 $ | -21,4 % | 1 | 37.869.393 $ | +18.893.778 $ | +99,6 % | 1 |
| INSMED Inc | INSM | → 0 | Schwach | 29.848.941 $ | -1.549.615 $ | -4,9 % | 1 | 31.398.556 $ | +5.411.808 $ | +20,8 % | 1 | 25.986.748 $ | +6.322.296 $ | +32,2 % | 1 |
| Rush Street Interactive, Inc. | RSI | → 0 | Stark | 28.190.740 $ | +7.591.415 $ | +36,9 % | 1 | ||||||||
| EMBRAER S.A. | EMBJ | → 0 | 25.355.270 $ | -2.257.658 $ | -8,2 % | 1 | 27.612.928 $ | +2.730.862 $ | +11,0 % | 1 | 24.882.066 $ | +1.788.955 $ | +7,7 % | 1 | |
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 26.544.889 $ | +6.669.825 $ | +33,6 % | 1 | ||||||||
| Revolution Medicines, Inc. | RVMD | → 0 | Neutral | 25.398.394 $ | +92.713 $ | +0,4 % | 1 | 25.305.681 $ | +12.794.237 $ | +102,3 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 23.798.182 $ | +1.113.240 $ | +4,9 % | 1 | 22.684.942 $ | +3.604.173 $ | +18,9 % | 1 | ||||
| REV Group, Inc. | → 0 | 23.319.648 $ | +2.926.952 $ | +14,4 % | 1 | ||||||||||
| Mirum Pharmaceuticals, Inc. | MIRM | → 0 | Stark | 22.660.080 $ | -457.675 $ | -2,0 % | 1 | 23.117.755 $ | +9.742.415 $ | +72,8 % | 1 | ||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 23.000.299 $ | +13.646.989 $ | +145,9 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 22.723.720 $ | -9.747 $ | -0,0 % | 1 | 22.733.467 $ | +3.291.692 $ | +16,9 % | 1 | ||||
| BridgeBio Pharma, Inc. | BBIO | → 0 | Schwach | 22.196.982 $ | +421.656 $ | +1,9 % | 1 | ||||||||
| 233.458.009 $ | +23.295.446 $ | +22,5 % | 8 | 228.340.845 $ | +10.705.668 $ | +13,7 % | 8 | 256.634.121 $ | +63.760.803 $ | +36,0 % | 9 | ||||