| 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 | ||||
| 944.172.985 $ | +78.107.381 $ | +115,4 % | 123 | 922.567.683 $ | +376.551.496 $ | +117,0 % | 122 | 560.156.274 $ | +144.337.965 $ | +53,3 % | 101 | 436.033.708 $ | +146.131.614 $ | +70,2 % | 85 | ||||
| BRUKER CORP | BRKR | → 0 | Schwach | 40.146.307 $ | +16.993.368 $ | +73,4 % | 1 | 23.152.939 $ | -9.106.592 $ | -28,2 % | 1 | 32.259.531 $ | +13.627.747 $ | +73,1 % | 1 | 18.631.784 $ | +8.956.207 $ | +92,6 % | 1 |
| TIDEWATER INC | TDW | → 0 | Neutral | 26.238.094 $ | -8.038.878 $ | -23,5 % | 1 | 34.276.972 $ | +30.289.208 $ | +759,6 % | 1 | 3.987.764 $ | +452.199 $ | +12,8 % | 1 | 3.535.565 $ | +771.733 $ | +27,9 % | 1 |
| Core Natural Resources, Inc. | CNR | → 0 | Neutral | 17.597.518 $ | -13.105.442 $ | -42,7 % | 1 | 30.702.960 $ | +20.723.901 $ | +207,7 % | 1 | 9.979.059 $ | +1.255.149 $ | +14,4 % | 1 | 8.723.910 $ | +8.723.910 $ | 1 | |
| LOCKHEED MARTIN CORP | LMT | → 0 | Neutral | 24.678.873 $ | -5.090.500 $ | -17,1 % | 1 | 29.769.373 $ | +3.813.138 $ | +14,7 % | 1 | 25.956.235 $ | +6.584.842 $ | +34,0 % | 1 | 19.371.393 $ | +6.182.069 $ | +46,9 % | 1 |
| Nutrien Ltd. | NTR | → 0 | Neutral | 16.307.059 $ | -13.148.601 $ | -44,6 % | 1 | 29.455.660 $ | +29.455.660 $ | 1 | |||||||||
| OCEANEERING INTERNATIONAL INC | OII | → 0 | Stark | 28.102.605 $ | +3.373.170 $ | +13,6 % | 1 | 24.729.435 $ | +11.674.633 $ | +89,4 % | 1 | 13.054.802 $ | +7.154.610 $ | +121,3 % | 1 | 5.900.192 $ | +1.825.874 $ | +44,8 % | 1 |
| CANADIAN NATURAL RESOURCES Ltd | CNQ | → 0 | Stark | 22.000.174 $ | -5.744.200 $ | -20,7 % | 1 | 27.744.374 $ | +1.734.166 $ | +6,7 % | 1 | 26.010.208 $ | +9.755.622 $ | +60,0 % | 1 | 16.254.586 $ | +5.170.920 $ | +46,7 % | 1 |
| ANTERO RESOURCES Corp | AR | → 0 | Neutral | 18.742.094 $ | -8.772.691 $ | -31,9 % | 1 | 27.514.785 $ | +20.485.462 $ | +291,4 % | 1 | 7.029.323 $ | +7.029.323 $ | 1 | |||||
| SUNCOR ENERGY INC | SU | → 0 | Schwach | 22.453.964 $ | -4.859.245 $ | -17,8 % | 1 | 27.313.209 $ | +21.414.527 $ | +363,0 % | 1 | 5.898.682 $ | +3.071.699 $ | +108,7 % | 1 | 2.826.983 $ | +2.826.983 $ | 1 | |
| Trilogy Metals Inc. | TMQ | → 0 | Neutral | 21.385.226 $ | +4.506.080 $ | +26,7 % | 1 | 16.879.146 $ | -3.287.718 $ | -16,3 % | 1 | 20.166.864 $ | -5.380.795 $ | -21,1 % | 1 | 25.547.659 $ | +10.570.184 $ | +70,6 % | 1 |
| SLB LIMITED/NV | SLB | → 0 | Stark | 22.290.960 $ | -2.990.453 $ | -11,8 % | 1 | 25.281.413 $ | +23.252.570 $ | +1.146,1 % | 1 | 2.028.843 $ | +2.028.843 $ | 1 | |||||
| NexGen Energy Ltd. | NXE | → 0 | Schwach | 19.114.593 $ | -3.407.920 $ | -15,1 % | 1 | 22.522.513 $ | -2.481.201 $ | -9,9 % | 1 | 25.003.714 $ | +1.288.255 $ | +5,4 % | 1 | 23.715.459 $ | +6.111.267 $ | +34,7 % | 1 |
| RANGE RESOURCES CORP | RRC | → 0 | Stark | 12.824.195 $ | -11.000.038 $ | -46,2 % | 1 | 23.824.233 $ | +23.824.233 $ | 1 | |||||||||
| Air Products & Chemicals, Inc. | APD | → 0 | Neutral | 16.141.904 $ | -7.657.651 $ | -32,2 % | 1 | 23.799.555 $ | +23.799.555 $ | 1 | |||||||||
| ILLUMINA, INC. | ILMN | → 0 | Neutral | 22.471.777 $ | +19.588.973 $ | +679,5 % | 1 | 2.882.804 $ | -127.318 $ | -4,2 % | 1 | 3.010.122 $ | +3.010.122 $ | 1 | |||||
| ASML HOLDING NV | ASML | → 0 | Neutral | 21.883.862 $ | +5.316.677 $ | +32,1 % | 1 | 16.567.185 $ | +3.649.691 $ | +28,3 % | 1 | 12.917.494 $ | +2.545.378 $ | +24,5 % | 1 | 10.372.116 $ | +7.134.501 $ | +220,4 % | 1 |
| CF Industries Holdings, Inc. | CF | → 0 | Stark | 12.519.186 $ | -9.360.801 $ | -42,8 % | 1 | 21.879.987 $ | +21.879.987 $ | 1 | |||||||||
| CAMECO CORP | CCJ | → 0 | Neutral | 19.726.625 $ | -1.359.691 $ | -6,4 % | 1 | 21.086.316 $ | +2.582.730 $ | +14,0 % | 1 | 18.503.586 $ | +1.024.814 $ | +5,9 % | 1 | 17.478.772 $ | +1.001.123 $ | +6,1 % | 1 |
| SKYWORKS SOLUTIONS, INC. | SWKS | → 0 | Neutral | 20.005.949 $ | +11.659.165 $ | +139,7 % | 1 | 8.346.784 $ | +8.346.784 $ | 1 | |||||||||
| ALBEMARLE CORP | ALB | → 0 | Schwach | 12.743.208 $ | -3.088.122 $ | -19,5 % | 1 | 15.831.330 $ | -3.567.448 $ | -18,4 % | 1 | 19.398.778 $ | +15.024.837 $ | +343,5 % | 1 | 4.373.941 $ | +1.001.230 $ | +29,7 % | 1 |
| NORTHROP GRUMMAN CORP /DE/ | NOC | → 0 | Stark | 12.326.837 $ | -6.461.381 $ | -34,4 % | 1 | 18.788.218 $ | +17.773.245 $ | +1.751,1 % | 1 | 1.014.973 $ | -69.616 $ | -6,4 % | 1 | 1.084.589 $ | +1.084.589 $ | 1 | |
| ALAMOS GOLD INC | AGI | → 0 | Schwach | 10.190.220 $ | -4.133.324 $ | -28,9 % | 1 | 14.323.544 $ | -4.337.696 $ | -23,2 % | 1 | 18.661.240 $ | +2.242.274 $ | +13,7 % | 1 | 16.418.966 $ | +2.757.374 $ | +20,2 % | 1 |
| AGNICO EAGLE MINES LTD | AEM | → 0 | Schwach | 9.986.085 $ | -2.052.530 $ | -17,0 % | 1 | 12.038.615 $ | -6.126.919 $ | -33,7 % | 1 | 18.165.534 $ | +798.927 $ | +4,6 % | 1 | 17.366.607 $ | +5.696.110 $ | +48,8 % | 1 |
| NOKIA CORP | NOK | → 0 | Stark | 18.058.588 $ | +5.687.188 $ | +46,0 % | 1 | 12.371.400 $ | +2.073.936 $ | +20,1 % | 1 | 10.297.464 $ | +6.746.698 $ | +190,0 % | 1 | 3.550.766 $ | +3.550.766 $ | 1 | |
| Ferroglobe PLC | GSM | → 0 | Stark | 13.360.124 $ | -2.817.547 $ | -17,4 % | 1 | 16.177.671 $ | -1.448.675 $ | -8,2 % | 1 | 17.626.346 $ | +2.893.835 $ | +19,6 % | 1 | 14.732.511 $ | +3.386.635 $ | +29,8 % | 1 |
| Virtu Financial, Inc. | VIRT | → 0 | Stark | 222.613 $ | -16.905.935 $ | -98,7 % | 1 | 17.128.548 $ | +4.743.582 $ | +38,3 % | 1 | 12.384.966 $ | -58.106 $ | -0,5 % | 1 | 12.443.072 $ | -3.783.471 $ | -23,3 % | 1 |
| AXCELIS TECHNOLOGIES INC | ACLS | → 0 | Stark | 17.113.776 $ | +13.159.645 $ | +332,8 % | 1 | 3.954.131 $ | +2.502.870 $ | +172,5 % | 1 | 1.451.261 $ | -137.146 $ | -8,6 % | 1 | 1.588.407 $ | +1.588.407 $ | 1 | |
| Bunge Global SA | BG | → 0 | Neutral | 14.488.731 $ | -2.506.493 $ | -14,7 % | 1 | 16.995.224 $ | +479.790 $ | +2,9 % | 1 | 16.515.434 $ | +1.252.499 $ | +8,2 % | 1 | 15.262.935 $ | +1.693.368 $ | +12,5 % | 1 |
| EXPAND ENERGY Corp | EXE | → 0 | Neutral | 15.934.814 $ | +15.934.814 $ | 1 | |||||||||||||
| EQT Corp | EQT | → 0 | Stark | 15.815.629 $ | +15.815.629 $ | 1 | |||||||||||||
| BOEING CO | BA | → 0 | Neutral | 15.034.707 $ | +5.701.196 $ | +61,1 % | 1 | 9.333.511 $ | +8.986.988 $ | +2.593,5 % | 1 | 346.523 $ | -39.381 $ | -10,2 % | 1 | 385.904 $ | +11.265 $ | +3,0 % | 1 |
| Alcoa Corp | AA | → 0 | Neutral | 12.342.482 $ | -2.355.921 $ | -16,0 % | 1 | 14.698.403 $ | +2.339.209 $ | +18,9 % | 1 | 12.359.194 $ | +11.640.055 $ | +1.618,6 % | 1 | 719.139 $ | +719.139 $ | 1 | |
| UNION PACIFIC CORP | UNP | → 0 | Stark | 14.380.640 $ | +5.421.897 $ | +60,5 % | 1 | 8.958.743 $ | +8.958.743 $ | 1 | |||||||||
| RIO TINTO PLC | RIO | → 0 | Neutral | 13.834.766 $ | +2.754.060 $ | +24,9 % | 1 | 11.080.706 $ | +9.943.480 $ | +874,4 % | 1 | 1.137.226 $ | +1.137.226 $ | 1 | |||||
| FLUOR CORP | FLR | → 0 | Neutral | 13.347.976 $ | +11.858.022 $ | +795,9 % | 1 | 1.489.954 $ | +771.899 $ | +107,5 % | 1 | 718.055 $ | +39.466 $ | +5,8 % | 1 | 678.589 $ | -113.532 $ | -14,3 % | 1 |
| FREEPORT-MCMORAN INC | FCX | → 0 | Stark | 13.152.647 $ | +4.195.320 $ | +46,8 % | 1 | 8.957.327 $ | +2.704.735 $ | +43,3 % | 1 | 6.252.592 $ | +2.924.872 $ | +87,9 % | 1 | 3.327.720 $ | +43.858 $ | +1,3 % | 1 |
| TMC the metals Co Inc. | TMC | → 0 | Schwach | 5.333.888 $ | -288.969 $ | -5,1 % | 1 | 5.622.857 $ | -5.867.830 $ | -51,1 % | 1 | 11.490.687 $ | -1.231.719 $ | -9,7 % | 1 | 12.722.406 $ | +3.911.156 $ | +44,4 % | 1 |
| GE Vernova Inc. | GEV | → 0 | Stark | 12.706.110 $ | +3.265.697 $ | +34,6 % | 1 | 9.440.413 $ | +9.440.413 $ | 1 | |||||||||
| Builders FirstSource, Inc. | BLDR | → 0 | Neutral | 3.475.890 $ | -9.181.123 $ | -72,5 % | 1 | 12.657.013 $ | +4.982.010 $ | +64,9 % | 1 | 7.675.003 $ | +4.290.410 $ | +126,8 % | 1 | ||||
| Elanco Animal Health Inc | ELAN | → 0 | Schwach | 222.720 $ | -6.720.713 $ | -96,8 % | 1 | 6.943.433 $ | -4.356.812 $ | -38,6 % | 1 | 11.300.245 $ | +2.192.333 $ | +24,1 % | 1 | 9.107.912 $ | +3.034.029 $ | +50,0 % | 1 |
| CALAVO GROWERS INC | CVGW | → 0 | 11.196.024 $ | -167.983 $ | -1,5 % | 1 | |||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 11.171.707 $ | +940.308 $ | +9,2 % | 1 | 10.231.399 $ | -46.285 $ | -0,5 % | 1 | 10.277.684 $ | +856.337 $ | +9,1 % | 1 | 9.421.347 $ | +885.883 $ | +10,4 % | 1 |
| SS&C Technologies Holdings Inc | SSNC | → 0 | Stark | 6.785.350 $ | -4.228.119 $ | -38,4 % | 1 | 11.013.469 $ | +676.367 $ | +6,5 % | 1 | 10.337.102 $ | +1.242.919 $ | +13,7 % | 1 | ||||
| Viper Energy, Inc. | VNOM | → 0 | Stark | 10.891.342 $ | +10.891.342 $ | 1 | |||||||||||||
| ODYSSEY MARINE EXPLORATION INC | OMEX | → 0 | Neutral | 3.829.073 $ | -151.772 $ | -3,8 % | 1 | 3.980.845 $ | -6.792.193 $ | -63,0 % | 1 | 10.773.038 $ | +3.603.119 $ | +50,3 % | 1 | 7.169.919 $ | +7.169.919 $ | 1 | |
| Noble Corp plc | NE | → 0 | Neutral | 8.025.206 $ | -2.349.369 $ | -22,6 % | 1 | 10.374.575 $ | +8.105.379 $ | +357,2 % | 1 | 2.269.196 $ | +50.885 $ | +2,3 % | 1 | 2.218.311 $ | +409.911 $ | +22,7 % | 1 |
| DOW INC. | DOW | → 0 | Stark | 7.683.973 $ | -2.583.834 $ | -25,2 % | 1 | 10.267.807 $ | +10.267.807 $ | 1 | |||||||||
| IPERIONX Ltd | IPX | → 0 | Neutral | 10.262.350 $ | +9.984.972 $ | +3.599,8 % | 1 | 277.378 $ | +277.378 $ | 1 | |||||||||
| LyondellBasell Industries N.V. | LYB | → 0 | Neutral | 6.701.397 $ | -3.552.440 $ | -34,6 % | 1 | 10.253.837 $ | +10.253.837 $ | 1 | |||||||||
| Vertiv Holdings Co | VRT | → 0 | Stark | 10.197.955 $ | +2.972.976 $ | +41,1 % | 1 | 7.224.979 $ | +356.886 $ | +5,2 % | 1 | 6.868.093 $ | +1.068.430 $ | +18,4 % | 1 | 5.799.663 $ | +1.181.140 $ | +25,6 % | 1 |
| Alpha Metallurgical Resources, Inc. | AMR | → 0 | Schwach | 9.931.532 $ | +2.444.309 $ | +32,6 % | 1 | 7.487.223 $ | +1.710.092 $ | +29,6 % | 1 | 5.777.131 $ | +1.125.180 $ | +24,2 % | 1 | 4.651.951 $ | +3.521.190 $ | +311,4 % | 1 |
| IPG PHOTONICS CORP | IPGP | → 0 | Neutral | 9.525.093 $ | +5.260.054 $ | +123,3 % | 1 | 4.265.039 $ | +1.507.580 $ | +54,7 % | 1 | 2.757.459 $ | +1.106.982 $ | +67,1 % | 1 | 1.650.477 $ | +1.049.309 $ | +174,5 % | 1 |
| GLOBALFOUNDRIES Inc. | GFS | → 0 | Neutral | 9.383.202 $ | +2.661.162 $ | +39,6 % | 1 | 6.722.040 $ | +6.722.040 $ | 1 | |||||||||
| FMC CORP | FMC | → 0 | Sehr schwach | 582.670 $ | -8.415.623 $ | -93,5 % | 1 | 8.998.293 $ | +8.998.293 $ | 1 | |||||||||
| GLOBUS MEDICAL INC | GMED | → 0 | Neutral | 6.261.419 $ | -2.602.030 $ | -29,4 % | 1 | 8.863.449 $ | +3.186.618 $ | +56,1 % | 1 | 5.676.831 $ | -3.962 $ | -0,1 % | 1 | ||||
| U-Haul Holding Co /NV/ | UHAL | → 0 | Neutral | 3.789.909 $ | -3.940.464 $ | -51,0 % | 1 | 7.730.373 $ | -989.124 $ | -11,3 % | 1 | 8.719.497 $ | +60.386 $ | +0,7 % | 1 | ||||
| Weatherford International plc | WFRD | → 0 | Neutral | 6.890.580 $ | -950.007 $ | -12,1 % | 1 | 7.840.587 $ | +1.049.498 $ | +15,5 % | 1 | 6.791.089 $ | +2.356.825 $ | +53,2 % | 1 | 4.434.264 $ | +4.434.264 $ | 1 | |
| Navitas Semiconductor Corp | NVTS | → 0 | Neutral | 7.657.610 $ | +7.138.769 $ | +1.375,9 % | 1 | 518.841 $ | +518.841 $ | 1 | |||||||||
| LITHIUM AMERICAS CORP. | LAC | → 0 | Sehr schwach | 3.428.363 $ | +110.936 $ | +3,3 % | 1 | 3.317.427 $ | -202.797 $ | -5,8 % | 1 | 3.520.224 $ | -4.127.036 $ | -54,0 % | 1 | 7.647.260 $ | +7.647.260 $ | 1 | |
| Kennedy-Wilson Holdings, Inc. | KW | → 0 | 4.835.000 $ | -2.464.804 $ | -33,8 % | 1 | 7.299.804 $ | +2.360.080 $ | +47,8 % | 1 | |||||||||
| Chemours Co | CC | → 0 | Neutral | 7.152.225 $ | +161.468 $ | +2,3 % | 1 | 6.990.757 $ | +6.087.019 $ | +673,5 % | 1 | 903.738 $ | +524.846 $ | +138,5 % | 1 | 378.892 $ | +378.892 $ | 1 | |
| PETROBRAS - PETROLEO BRASILEIRO SA | PBR | → 0 | Neutral | 5.520.983 $ | -1.568.150 $ | -22,1 % | 1 | 7.089.133 $ | +6.164.359 $ | +666,6 % | 1 | 924.774 $ | +924.774 $ | 1 | |||||
| WARRIOR MET COAL, INC. | HCC | → 0 | Neutral | 7.041.432 $ | +1.982.625 $ | +39,2 % | 1 | 5.058.807 $ | +1.429.026 $ | +39,4 % | 1 | ||||||||
| PBF Energy Inc. | PBF | → 0 | Sehr schwach | 6.404.208 $ | -295.449 $ | -4,4 % | 1 | 6.699.657 $ | +2.884.145 $ | +75,6 % | 1 | 3.815.512 $ | -429.105 $ | -10,1 % | 1 | 4.244.617 $ | +4.244.617 $ | 1 | |
| APPLIED MATERIALS INC /DE | AMAT | → 0 | Sehr stark | 6.651.600 $ | +3.507.132 $ | +111,5 % | 1 | 3.144.468 $ | +780.160 $ | +33,0 % | 1 | 2.364.308 $ | +480.700 $ | +25,5 % | 1 | 1.883.608 $ | +1.883.608 $ | 1 | |
| Valaris Ltd | VAL | → 0 | Stark | 6.587.307 $ | +2.799.848 $ | +73,9 % | 1 | 3.787.459 $ | +180.430 $ | +5,0 % | 1 | 3.607.029 $ | +761.699 $ | +26,8 % | 1 | ||||
| OLIN Corp | OLN | → 0 | Neutral | 6.419.083 $ | +699.894 $ | +12,2 % | 1 | 5.719.189 $ | +5.719.189 $ | 1 | |||||||||
| FORD MOTOR CO | F | → 0 | Neutral | 6.392.095 $ | +6.130.599 $ | +2.344,4 % | 1 | 261.496 $ | -35.803 $ | -12,0 % | 1 | 297.299 $ | +26.286 $ | +9,7 % | 1 | 271.013 $ | +25.152 $ | +10,2 % | 1 |
| EAST WEST BANCORP INC | EWBC | → 0 | Sehr stark | 6.169.856 $ | +1.067.262 $ | +20,9 % | 1 | 5.102.594 $ | -269.086 $ | -5,0 % | 1 | 5.371.680 $ | +283.903 $ | +5,6 % | 1 | 5.087.777 $ | +261.438 $ | +5,4 % | 1 |
| Celanese Corp | CE | → 0 | Stark | 5.634.310 $ | -467.107 $ | -7,7 % | 1 | 6.101.417 $ | +6.101.417 $ | 1 | |||||||||
| Almonty Industries Inc. | ALM | → 0 | Schwach | 5.897.777 $ | +740.783 $ | +14,4 % | 1 | 5.156.994 $ | +2.019.348 $ | +64,4 % | 1 | 3.137.646 $ | +990.086 $ | +46,1 % | 1 | 2.147.560 $ | +2.147.560 $ | 1 | |
| CLEVELAND-CLIFFS INC. | CLF | → 0 | Neutral | 5.784.446 $ | +5.784.446 $ | 1 | |||||||||||||
| CSX CORP | CSX | → 0 | Stark | 5.651.697 $ | +1.314.765 $ | +30,3 % | 1 | 4.336.932 $ | +4.336.932 $ | 1 | |||||||||
| Allegion plc | ALLE | → 0 | Schwach | 3.629.096 $ | -2.001.271 $ | -35,5 % | 1 | 5.630.367 $ | +628.015 $ | +12,6 % | 1 | 5.002.352 $ | +1.432.932 $ | +40,1 % | 1 | ||||
| CANADIAN NATIONAL RAILWAY CO | CNI | → 0 | 5.511.272 $ | +1.302.327 $ | +30,9 % | 1 | 4.208.945 $ | +4.208.945 $ | 1 | ||||||||||
| Keysight Technologies, Inc. | KEYS | → 0 | Stark | 5.172.284 $ | +1.000.268 $ | +24,0 % | 1 | 4.172.016 $ | +1.169.884 $ | +39,0 % | 1 | 3.002.132 $ | +2.005.088 $ | +201,1 % | 1 | 997.044 $ | +997.044 $ | 1 | |
| WOLFSPEED, INC. | WOLF | → 0 | Schwach | 5.146.393 $ | +4.763.167 $ | +1.242,9 % | 1 | 383.226 $ | +383.226 $ | 1 | |||||||||
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 5.111.050 $ | +1.018.371 $ | +24,9 % | 1 | 4.092.679 $ | +4.092.679 $ | 1 | |||||||||
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 5.055.212 $ | +3.930.592 $ | +349,5 % | 1 | 1.124.620 $ | -138.581 $ | -11,0 % | 1 | 1.263.201 $ | +205.858 $ | +19,5 % | 1 | 1.057.343 $ | +1.057.343 $ | 1 | |
| Huntsman CORP | HUN | → 0 | Stark | 1.401.064 $ | -3.375.522 $ | -70,7 % | 1 | 4.776.586 $ | +4.776.586 $ | 1 | |||||||||
| CATERPILLAR INC | CAT | → 0 | Neutral | 4.747.324 $ | +1.589.010 $ | +50,3 % | 1 | 3.158.314 $ | +604.460 $ | +23,7 % | 1 | 2.553.854 $ | +426.720 $ | +20,1 % | 1 | 2.127.134 $ | +396.494 $ | +22,9 % | 1 |
| VEECO INSTRUMENTS INC | VECO | → 0 | Neutral | 4.731.663 $ | +2.001.024 $ | +73,3 % | 1 | 2.730.639 $ | +689.227 $ | +33,8 % | 1 | 2.041.412 $ | -16.629 $ | -0,8 % | 1 | 2.058.041 $ | +1.458.236 $ | +243,1 % | 1 |
| TECK RESOURCES LTD | TECK | → 0 | Schwach | 4.526.868 $ | +4.526.868 $ | 1 | |||||||||||||
| NORFOLK SOUTHERN CORP | NSC | → 0 | Neutral | 4.503.355 $ | +394.950 $ | +9,6 % | 1 | 4.108.405 $ | +4.108.405 $ | 1 | |||||||||
| Energy Transfer LP | ET | → 0 | 4.228.244 $ | +615.615 $ | +17,0 % | 1 | 3.612.629 $ | +3.612.629 $ | 1 | ||||||||||
| Sigma Lithium Corp | SGML | → 0 | Neutral | 4.178.627 $ | +3.946.423 $ | +1.699,5 % | 1 | ||||||||||||
| MURPHY OIL CORP | MUR | → 0 | Stark | 4.125.000 $ | +1.000.000 $ | +32,0 % | 1 | 3.125.000 $ | +284.000 $ | +10,0 % | 1 | 2.841.000 $ | +591.000 $ | +26,3 % | 1 | ||||
| COMSTOCK RESOURCES INC | CRK | → 0 | Neutral | 4.104.238 $ | +4.104.238 $ | 1 | |||||||||||||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 4.064.611 $ | +587.079 $ | +16,9 % | 1 | 3.477.532 $ | -445.838 $ | -11,4 % | 1 | 3.923.370 $ | +243.249 $ | +6,6 % | 1 | 3.680.121 $ | +304.597 $ | +9,0 % | 1 |
| GOLAR LNG LTD | GLNG | → 0 | Stark | 3.811.663 $ | -151.732 $ | -3,8 % | 1 | 3.963.395 $ | +1.758.629 $ | +79,8 % | 1 | 2.204.766 $ | +359.969 $ | +19,5 % | 1 | 1.844.797 $ | +304.415 $ | +19,8 % | 1 |
| COHERENT CORP. | COHR | → 0 | Neutral | 3.944.700 $ | +1.562.600 $ | +65,6 % | 1 | 2.382.100 $ | +536.400 $ | +29,1 % | 1 | 1.845.700 $ | +768.500 $ | +71,3 % | 1 | 1.077.200 $ | +1.077.200 $ | 1 | |
| MKS INC | MKSI | → 0 | Neutral | 3.909.792 $ | +1.889.763 $ | +93,6 % | 1 | 2.020.029 $ | -592.701 $ | -22,7 % | 1 | 2.612.730 $ | +651.100 $ | +33,2 % | 1 | 1.961.630 $ | +1.286.579 $ | +190,6 % | 1 |
| MOSAIC CO | MOS | → 0 | Neutral | 1.796.615 $ | -1.924.472 $ | -51,7 % | 1 | 3.721.087 $ | +3.721.087 $ | 1 | |||||||||
| Apple Inc. | AAPL | → 0 | Sehr stark | 2.802.451 $ | +344.495 $ | +14,0 % | 1 | 2.457.956 $ | -1.031.367 $ | -29,6 % | 1 | 3.489.323 $ | +201.032 $ | +6,1 % | 1 | 3.288.291 $ | +638.726 $ | +24,1 % | 1 |
| AMETEK INC/ | AME | → 0 | Sehr stark | 3.137.961 $ | +357.712 $ | +12,9 % | 1 | 2.780.249 $ | +117.379 $ | +4,4 % | 1 | 2.662.870 $ | +2.662.870 $ | 1 | |||||
| FLAGSTAR BANK, NATIONAL ASSOCIATION | FLG | → 0 | Schwach | 3.123.916 $ | +3.123.916 $ | 1 | |||||||||||||
| Cadre Holdings, Inc. | CDRE | → 0 | Schwach | 2.264.828 $ | -750.021 $ | -24,9 % | 1 | 3.014.849 $ | +248.158 $ | +9,0 % | 1 | 2.766.691 $ | -3.192.794 $ | -53,6 % | 1 | ||||
| L3HARRIS TECHNOLOGIES, INC. /DE/ | LHX | → 0 | Neutral | 2.445.314 $ | -459.123 $ | -15,8 % | 1 | 2.904.437 $ | +434.046 $ | +17,6 % | 1 | 2.470.391 $ | +1.383.132 $ | +127,2 % | 1 | 1.087.259 $ | +1.087.259 $ | 1 | |
| TELEDYNE TECHNOLOGIES INC | TDY | → 0 | Neutral | 2.840.994 $ | +263.652 $ | +10,2 % | 1 | 2.577.342 $ | +401.633 $ | +18,5 % | 1 | 2.175.709 $ | +1.158.930 $ | +114,0 % | 1 | 1.016.779 $ | +1.016.779 $ | 1 | |
| Vale S.A. | VALE | → 0 | Stark | 2.578.698 $ | +1.113.706 $ | +76,0 % | 1 | 1.464.992 $ | +265.190 $ | +22,1 % | 1 | 1.199.802 $ | +1.199.802 $ | 1 | |||||
| ATI INC | ATI | → 0 | Stark | 2.474.590 $ | +648.340 $ | +35,5 % | 1 | 1.826.250 $ | +385.439 $ | +26,8 % | 1 | 1.440.811 $ | +1.440.811 $ | 1 | |||||
| Genie Energy Ltd. | GNE | → 0 | Neutral | 2.320.670 $ | +49.786 $ | +2,2 % | 1 | 2.270.884 $ | +57.816 $ | +2,6 % | 1 | 2.213.068 $ | -187.902 $ | -7,8 % | 1 | 2.400.970 $ | -1.915.958 $ | -44,4 % | 1 |
| Stellantis N.V. | STLA | → 0 | Schwach | 2.313.834 $ | +2.313.834 $ | 1 | |||||||||||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Neutral | 1.981.542 $ | -321.442 $ | -14,0 % | 1 | 2.302.984 $ | +2.302.984 $ | 1 | |||||||||
| VISA INC. | V | → 0 | Stark | 1.967.582 $ | -315.540 $ | -13,8 % | 1 | 2.283.122 $ | +2.283.122 $ | 1 | |||||||||
| CTS CORP | CTS | → 0 | Sehr stark | 2.204.334 $ | +711.405 $ | +47,7 % | 1 | 1.492.929 $ | +530.841 $ | +55,2 % | 1 | 962.088 $ | +962.088 $ | 1 | |||||
| Ralliant Corp | RAL | → 0 | Neutral | 2.201.757 $ | +1.079.243 $ | +96,1 % | 1 | 1.122.514 $ | +105.995 $ | +10,4 % | 1 | 1.016.519 $ | +1.016.519 $ | 1 | |||||
| LAM RESEARCH CORP | LRCX | → 0 | Stark | 2.166.650 $ | +2.166.650 $ | 1 | |||||||||||||
| DENISON MINES CORP. | DNN | → 0 | Neutral | 2.023.440 $ | -127.865 $ | -5,9 % | 1 | 2.151.305 $ | +246.801 $ | +13,0 % | 1 | 1.904.504 $ | -38.915 $ | -2,0 % | 1 | 1.943.419 $ | +679.222 $ | +53,7 % | 1 |
| MATERION Corp | MTRN | → 0 | Stark | 2.134.070 $ | +1.217.134 $ | +132,7 % | 1 | 916.936 $ | +12.508 $ | +1,4 % | 1 | 904.428 $ | +63.349 $ | +7,5 % | 1 | 841.079 $ | +841.079 $ | 1 | |
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Schwach | 2.044.725 $ | +1.559.844 $ | +321,7 % | 1 | 484.881 $ | +484.881 $ | 1 | |||||||||
| Atkore Inc. | ATKR | → 0 | Stark | 1.728.921 $ | +962.090 $ | +125,5 % | 1 | 766.831 $ | +337.301 $ | +78,5 % | 1 | 429.530 $ | +429.530 $ | 1 | |||||
| KINDER MORGAN, INC. | KMI | → 0 | Stark | 1.707.773 $ | +1.202.175 $ | +237,8 % | 1 | 505.598 $ | +505.598 $ | 1 | |||||||||
| NOV Inc. | NOV | → 0 | Neutral | 1.693.726 $ | +144.460 $ | +9,3 % | 1 | 1.549.266 $ | +684.412 $ | +79,1 % | 1 | 864.854 $ | +864.854 $ | 1 | |||||
| MP Materials Corp. / DE | MP | → 0 | Schwach | 1.249.023 $ | +172.825 $ | +16,1 % | 1 | 1.076.198 $ | -115.518 $ | -9,7 % | 1 | 1.191.716 $ | -390.398 $ | -24,7 % | 1 | 1.582.114 $ | +248.986 $ | +18,7 % | 1 |
| POWER INTEGRATIONS INC | POWI | → 0 | Neutral | 1.552.575 $ | +733.785 $ | +89,6 % | 1 | 818.790 $ | +499.464 $ | +156,4 % | 1 | 319.326 $ | +319.326 $ | 1 | |||||
| LINDE PLC | LIN | → 0 | Neutral | 1.203.940 $ | +53.777 $ | +4,7 % | 1 | 1.150.163 $ | +160.939 $ | +16,3 % | 1 | 989.224 $ | +989.224 $ | 1 | |||||
| Lithium Argentina AG | LAR | → 0 | Schwach | 1.183.205 $ | +386.829 $ | +48,6 % | 1 | 796.376 $ | +611.740 $ | +331,3 % | 1 | 184.636 $ | +184.636 $ | 1 | |||||
| CHART INDUSTRIES INC | GTLS | → 0 | 1.155.265 $ | -1.572.656 $ | -57,7 % | 1 | |||||||||||||
| CABOT CORP | CBT | → 0 | Neutral | 1.119.447 $ | +1.119.447 $ | 1 | |||||||||||||
| Science Applications International Corp | SAIC | → 0 | Stark | 1.082.018 $ | +360.057 $ | +49,9 % | 1 | 721.961 $ | +259.429 $ | +56,1 % | 1 | 462.532 $ | +462.532 $ | 1 | |||||
| HECLA MINING CO/DE/ | HL | → 0 | Neutral | 1.069.074 $ | +378.939 $ | +54,9 % | 1 | 690.135 $ | +690.135 $ | 1 | |||||||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 996.746 $ | +191.124 $ | +23,7 % | 1 | 805.622 $ | -73.467 $ | -8,4 % | 1 | 879.089 $ | +197.779 $ | +29,0 % | 1 | 681.310 $ | +186.242 $ | +37,6 % | 1 |
| KBR, INC. | KBR | → 0 | Stark | 975.403 $ | +199.648 $ | +25,7 % | 1 | 775.755 $ | -100.685 $ | -11,5 % | 1 | 876.440 $ | +546.971 $ | +166,0 % | 1 | 329.469 $ | +329.469 $ | 1 | |
| HEXCEL CORP /DE/ | HXL | → 0 | Stark | 932.259 $ | +375.380 $ | +67,4 % | 1 | 556.879 $ | +90.053 $ | +19,3 % | 1 | 466.826 $ | +108.998 $ | +30,5 % | 1 | 357.828 $ | +357.828 $ | 1 | |
| CENTRUS ENERGY CORP | LEU | → 0 | Schwach | 293.496 $ | -607.257 $ | -67,4 % | 1 | 900.753 $ | -183.672 $ | -16,9 % | 1 | ||||||||
| ONEOK INC /NEW/ | OKE | → 0 | Neutral | 846.534 $ | +846.534 $ | 1 | |||||||||||||
| Ero Copper Corp. | ERO | → 0 | Neutral | 824.483 $ | +331.923 $ | +67,4 % | 1 | 492.560 $ | +492.560 $ | 1 | |||||||||
| Enphase Energy, Inc. | ENPH | → 0 | Stark | 785.279 $ | +785.279 $ | 1 | |||||||||||||
| SASOL LTD | SSL | → 0 | Stark | 779.099 $ | +11.777 $ | +1,5 % | 1 | 767.322 $ | +767.322 $ | 1 | |||||||||
| WELLS FARGO & COMPANY/MN | WFC | → 0 | Neutral | 664.177 $ | +24.352 $ | +3,8 % | 1 | 639.825 $ | -109.223 $ | -14,6 % | 1 | 749.048 $ | +75.387 $ | +11,2 % | 1 | 673.661 $ | +29.737 $ | +4,6 % | 1 |
| Core Laboratories Inc. /DE/ | CLB | → 0 | Neutral | 697.951 $ | +17.537 $ | +2,6 % | 1 | 680.414 $ | +67.700 $ | +11,0 % | 1 | 612.714 $ | +612.714 $ | 1 | |||||
| Energy Recovery, Inc. | ERII | → 0 | Neutral | 693.908 $ | +223.881 $ | +47,6 % | 1 | 470.027 $ | -203.717 $ | -30,2 % | 1 | 673.744 $ | +1.463 $ | +0,2 % | 1 | 672.281 $ | +140.927 $ | +26,5 % | 1 |
| Amentum Holdings, Inc. | AMTM | → 0 | Neutral | 679.526 $ | +111.843 $ | +19,7 % | 1 | 567.683 $ | +6.388 $ | +1,1 % | 1 | 561.295 $ | +561.295 $ | 1 | |||||
| Transocean Ltd. | RIG | → 0 | Neutral | 464.550 $ | -165.300 $ | -26,2 % | 1 | 629.850 $ | +237.500 $ | +60,5 % | 1 | 392.350 $ | +95.950 $ | +32,4 % | 1 | 296.400 $ | +296.400 $ | 1 | |
| WILLIAMS COMPANIES, INC. | WMB | → 0 | Neutral | 572.120 $ | +572.120 $ | 1 | |||||||||||||
| Largo Inc. | LGO | → 0 | Neutral | 561.567 $ | +561.567 $ | 1 | |||||||||||||
| AMERICAN TOWER CORP /MA/ | AMT | → 0 | Neutral | 543.215 $ | +543.215 $ | 1 | |||||||||||||
| BRASKEM SA | BAK | → 0 | Schwach | 514.570 $ | +514.570 $ | 1 | |||||||||||||
| INTEL CORP | INTC | → 0 | Stark | 508.392 $ | +212.942 $ | +72,1 % | 1 | 295.450 $ | +48.405 $ | +19,6 % | 1 | 247.045 $ | +30.983 $ | +14,3 % | 1 | 216.062 $ | +216.062 $ | 1 | |
| Lumen Technologies, Inc. | LUMN | → 0 | Stark | 504.844 $ | +504.844 $ | 1 | |||||||||||||
| WASTE MANAGEMENT INC | WM | → 0 | Stark | 435.061 $ | -13.489 $ | -3,0 % | 1 | 448.550 $ | +19.677 $ | +4,6 % | 1 | 428.873 $ | -2.187 $ | -0,5 % | 1 | 431.060 $ | -15.596 $ | -3,5 % | 1 |
| SPDR GOLD TRUST | GLD | → 0 | 368.380 $ | -61.910 $ | -14,4 % | 1 | 430.290 $ | +33.980 $ | +8,6 % | 1 | 396.310 $ | +40.840 $ | +11,5 % | 1 | 355.470 $ | +50.640 $ | +16,6 % | 1 | |
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 294.133 $ | -21.064 $ | -6,7 % | 1 | 315.197 $ | -6.510 $ | -2,0 % | 1 | 321.707 $ | -13.540 $ | -4,0 % | 1 | 335.247 $ | +39.273 $ | +13,3 % | 1 |
| RTX Corp | RTX | → 0 | Neutral | 295.789 $ | -4.942 $ | -1,6 % | 1 | 300.731 $ | +14.811 $ | +5,2 % | 1 | 285.920 $ | +25.053 $ | +9,6 % | 1 | 260.867 $ | +33.222 $ | +14,6 % | 1 |
| Duke Energy CORP | DUK | → 0 | Neutral | 210.882 $ | +210.882 $ | 1 | |||||||||||||
| UR-ENERGY INC | URG | → 0 | Neutral | 76.602 $ | +27.275 $ | +55,3 % | 1 | 49.327 $ | +31.586 $ | +178,0 % | 1 | ||||||||
| 944.172.985 $ | +78.107.381 $ | +115,4 % | 123 | 922.567.683 $ | +376.551.496 $ | +117,0 % | 122 | 560.156.274 $ | +144.337.965 $ | +53,3 % | 101 | 436.033.708 $ | +146.131.614 $ | +70,2 % | 85 | ||||