| 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 | ||||
| 803.094.266 $ | +654.833.186 $ | +183,8 % | 12 | 389.407.711 $ | +320.397.082 $ | +453,7 % | 5 | 404.220.713 $ | +232.280.140 $ | +207,1 % | 8 | ||||
| BIO-TECHNE Corp | TECH | → 0 | Schwach | 121.154.306 $ | +24.169.030 $ | +24,9 % | 1 | 96.985.276 $ | +96.985.276 $ | 1 | |||||
| WATSCO INC | WSO | → 0 | Neutral | 95.018.674 $ | +95.018.674 $ | 1 | |||||||||
| MSC INDUSTRIAL DIRECT CO INC | MSM | → 0 | Neutral | 91.542.514 $ | +58.281.080 $ | +175,2 % | 1 | ||||||||
| COSTAR GROUP, INC. | CSGP | → 0 | Neutral | 88.116.742 $ | +80.123.781 $ | +1.002,4 % | 1 | ||||||||
| WEX Inc. | WEX | → 0 | Neutral | 77.021.971 $ | +77.021.971 $ | 1 | |||||||||
| CELESTICA INC | CLS | → 0 | Schwach | 72.284.922 $ | +53.465.678 $ | +284,1 % | 1 | ||||||||
| Enova International, Inc. | ENVA | → 0 | Neutral | 69.651.994 $ | +53.226.323 $ | +324,0 % | 1 | ||||||||
| LKQ CORP | LKQ | → 0 | Neutral | 69.377.080 $ | +69.377.080 $ | 1 | |||||||||
| Vericel Corp | VCEL | → 0 | Neutral | 63.030.263 $ | +63.030.263 $ | 1 | |||||||||
| GENUINE PARTS CO | GPC | → 0 | Neutral | 62.758.289 $ | +62.758.289 $ | 1 | |||||||||
| JOHN WILEY & SONS, INC. | WLY | → 0 | Neutral | 59.684.994 $ | -1.097.942 $ | -1,8 % | 1 | ||||||||
| Genpact LTD | G | → 0 | Stark | 58.765.387 $ | +58.765.387 $ | 1 | |||||||||
| REVVITY, INC. | RVTY | → 0 | Neutral | 56.843.821 $ | +56.843.821 $ | 1 | |||||||||
| MIDDLEBY Corp | MIDD | → 0 | Schwach | 55.259.666 $ | +55.259.666 $ | 1 | |||||||||
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 54.435.397 $ | +37.920.545 $ | +229,6 % | 1 | ||||||||
| TTM TECHNOLOGIES INC | TTMI | → 0 | Stark | 53.802.893 $ | +53.802.893 $ | 1 | |||||||||
| Stride, Inc. | LRN | → 0 | Stark | 49.223.478 $ | +43.364.336 $ | +740,1 % | 1 | ||||||||
| ONTO INNOVATION INC. | ONTO | → 0 | Neutral | 47.060.694 $ | +28.725.413 $ | +156,7 % | 1 | ||||||||
| JABIL INC | JBL | → 0 | Neutral | 46.141.259 $ | +46.141.259 $ | 1 | |||||||||
| ADVANCED DRAINAGE SYSTEMS, INC. | WMS | → 0 | Neutral | 45.591.106 $ | +45.591.106 $ | 1 | |||||||||
| AZZ INC | AZZ | → 0 | Stark | 41.037.245 $ | +24.219.427 $ | +144,0 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 40.855.944 $ | -47.624.733 $ | -53,8 % | 1 | ||||||||
| ARROW ELECTRONICS, INC. | ARW | → 0 | Neutral | 40.600.518 $ | +40.600.518 $ | 1 | |||||||||
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Schwach | 40.478.257 $ | +31.541.267 $ | +352,9 % | 1 | ||||||||
| 803.094.266 $ | +654.833.186 $ | +183,8 % | 12 | 389.407.711 $ | +320.397.082 $ | +453,7 % | 5 | 404.220.713 $ | +232.280.140 $ | +207,1 % | 8 | ||||