| 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 | ||||
| 83.035.985 $ | +11.673.413 $ | +13,0 % | 4 | 71.362.572 $ | -69.306.443 $ | -15,8 % | 4 | 140.669.015 $ | +30.737.760 $ | +5,7 % | 4 | 124.059.386 $ | +23.818.079 $ | +11,4 % | 6 | ||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Neutral | 15.996.000 $ | -1.029.200 $ | -6,0 % | 1 | 17.025.200 $ | -70.933.440 $ | -80,6 % | 1 | 87.958.640 $ | +31.770.830 $ | +56,5 % | 1 | 56.187.810 $ | +28.672.350 $ | +104,2 % | 1 |
| TFI International Inc. | TFII | → 0 | Neutral | 45.425.548 $ | +9.914.401 $ | +27,9 % | 1 | 35.511.147 $ | +2.211.777 $ | +6,6 % | 1 | 33.299.370 $ | +4.926.438 $ | +17,4 % | 1 | 28.372.932 $ | +261.387 $ | +0,9 % | 1 |
| Builders FirstSource, Inc. | BLDR | → 0 | Stark | 11.533.972 $ | +1.201.557 $ | +11,6 % | 1 | 10.332.415 $ | -2.580.280 $ | -20,0 % | 1 | 12.912.695 $ | -2.304.180 $ | -15,1 % | 1 | 15.216.875 $ | -1.405.382 $ | -8,5 % | 1 |
| UNITED NATURAL FOODS INC | UNFI | → 0 | Stark | 10.080.465 $ | +1.586.655 $ | +18,7 % | 1 | 8.493.810 $ | +1.995.500 $ | +30,7 % | 1 | 6.498.310 $ | -3.655.328 $ | -36,0 % | 1 | 10.153.638 $ | +2.496.303 $ | +32,6 % | 1 |
| XPO, Inc. | XPO | → 0 | Neutral | 7.148.631 $ | -3.333.439 $ | -31,8 % | 1 | ||||||||||||
| WESCO INTERNATIONAL INC | WCC | → 0 | Neutral | 6.979.500 $ | -2.873.140 $ | -29,2 % | 1 | ||||||||||||
| 83.035.985 $ | +11.673.413 $ | +13,0 % | 4 | 71.362.572 $ | -69.306.443 $ | -15,8 % | 4 | 140.669.015 $ | +30.737.760 $ | +5,7 % | 4 | 124.059.386 $ | +23.818.079 $ | +11,4 % | 6 | ||||