| 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 | ||||
| 702.629.048 $ | -194.772.831 $ | +0,5 % | 79 | 1.047.864.545 $ | -61.836.826 $ | +150,4 % | 85 | 1.577.875.008 $ | +543.441.651 $ | +65,1 % | 104 | ||||
| CITIZENS FINANCIAL GROUP INC/RI | CFG | → 0 | Sehr stark | 5.997.000 $ | -63.676.622 $ | -91,4 % | 1 | 69.673.622 $ | +69.673.622 $ | 1 | |||||
| Ulta Beauty, Inc. | ULTA | → 0 | Neutral | 55.358.415 $ | -13.981.514 $ | -20,2 % | 1 | 69.339.929 $ | +4.771.413 $ | +7,4 % | 1 | ||||
| TAPESTRY, INC. | TPR | → 0 | Sehr stark | 38.311.365 $ | -22.826.580 $ | -37,3 % | 1 | 61.137.945 $ | +7.132.005 $ | +13,2 % | 1 | 54.005.940 $ | -8.778.210 $ | -14,0 % | 1 |
| SharkNinja, Inc. | SN | → 0 | Neutral | 20.650.500 $ | -35.776.306 $ | -63,4 % | 1 | 56.426.806 $ | +33.863.981 $ | +150,1 % | 1 | 22.562.825 $ | +8.209.275 $ | +57,2 % | 1 |
| RALPH LAUREN CORP | RL | → 0 | Stark | 31.131.439 $ | -23.824.152 $ | -43,4 % | 1 | 54.955.591 $ | +8.862.271 $ | +19,2 % | 1 | 46.093.320 $ | +22.267.165 $ | +93,5 % | 1 |
| ROSS STORES, INC. | ROST | → 0 | Stark | 37.152.045 $ | -11.431.713 $ | -23,5 % | 1 | 48.583.758 $ | +16.018.015 $ | +49,2 % | 1 | 32.565.743 $ | +12.663.263 $ | +63,6 % | 1 |
| NETFLIX INC | NFLX | → 0 | Stark | 3.750.400 $ | -40.609.640 $ | -91,5 % | 1 | 44.360.040 $ | +17.577.440 $ | +65,6 % | 1 | ||||
| Spotify Technology S.A. | SPOT | → 0 | Schwach | 7.758.560 $ | -32.891.140 $ | -80,9 % | 1 | 40.649.700 $ | +2.094.274 $ | +5,4 % | 1 | 38.555.426 $ | +11.698.526 $ | +43,6 % | 1 |
| Amer Sports, Inc. | AS | → 0 | 27.323.600 $ | -9.652.900 $ | -26,1 % | 1 | 36.976.500 $ | +13.218.307 $ | +55,6 % | 1 | 23.758.193 $ | -6.745.927 $ | -22,1 % | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 11.442.600 $ | -25.276.400 $ | -68,8 % | 1 | 36.719.000 $ | +7.195.400 $ | +24,4 % | 1 | ||||
| ZEBRA TECHNOLOGIES CORP | ZBRA | → 0 | Neutral | 36.466.061 $ | +36.466.061 $ | 1 | |||||||||
| Wayfair Inc. | W | → 0 | Neutral | 6.046.884 $ | -6.848.672 $ | -53,1 % | 1 | 12.895.556 $ | -23.104.434 $ | -64,2 % | 1 | 35.999.990 $ | +11.708.490 $ | +48,2 % | 1 |
| DICK'S SPORTING GOODS, INC. | DKS | → 0 | Neutral | 7.931.600 $ | -18.645.873 $ | -70,2 % | 1 | 26.577.473 $ | -7.912.849 $ | -22,9 % | 1 | 34.490.322 $ | +6.203.492 $ | +21,9 % | 1 |
| Carnival Corp Ltd. | CCL | → 0 | Stark | 3.882.000 $ | +2.355.000 $ | +154,2 % | 1 | 1.527.000 $ | -31.802.038 $ | -95,4 % | 1 | 33.329.038 $ | +10.833.038 $ | +48,2 % | 1 |
| TIMKEN CO | TKR | → 0 | Neutral | 33.323.809 $ | +12.804.029 $ | +62,4 % | 1 | 20.519.780 $ | +1.497.170 $ | +7,9 % | 1 | ||||
| AGILENT TECHNOLOGIES, INC. | A | → 0 | Neutral | 32.885.580 $ | +32.885.580 $ | 1 | |||||||||
| DoorDash, Inc. | DASH | → 0 | Schwach | 5.255.250 $ | -6.068.750 $ | -53,6 % | 1 | 11.324.000 $ | -21.314.800 $ | -65,3 % | 1 | 32.638.800 $ | +22.778.400 $ | +231,0 % | 1 |
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 31.854.000 $ | +31.854.000 $ | 1 | |||||||||
| ORACLE CORP | ORCL | → 0 | Neutral | 31.671.561 $ | +31.671.561 $ | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 28.852.500 $ | +24.461.100 $ | +557,0 % | 1 | 4.391.400 $ | -30.711.000 $ | -87,5 % | 1 | ||||
| Churchill Downs Inc | CHDN | → 0 | Stark | 7.186.400 $ | -21.258.600 $ | -74,7 % | 1 | 28.445.000 $ | +4.192.500 $ | +17,3 % | 1 | 24.252.500 $ | +6.577.500 $ | +37,2 % | 1 |
| HORTON D R INC /DE/ | DHI | → 0 | Stark | 27.962.550 $ | +15.070.550 $ | +116,9 % | 1 | ||||||||
| Viking Holdings Ltd | VIK | → 0 | 27.555.000 $ | +27.555.000 $ | 1 | ||||||||||
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | → 0 | Neutral | 3.792.048 $ | -5.846.836 $ | -60,7 % | 1 | 9.638.884 $ | -17.785.815 $ | -64,9 % | 1 | 27.424.699 $ | -4.188.532 $ | -13,2 % | 1 |
| CoreWeave, Inc. | CRWV | → 0 | Neutral | 27.370.000 $ | +27.370.000 $ | 1 | |||||||||
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Neutral | 27.367.200 $ | +11.568.450 $ | +73,2 % | 1 | 15.798.750 $ | +10.471.950 $ | +196,6 % | 1 | ||||
| LITTELFUSE INC /DE | LFUS | → 0 | Neutral | 26.932.637 $ | +17.691.349 $ | +191,4 % | 1 | ||||||||
| Booking Holdings Inc. | BKNG | → 0 | Neutral | 4.210.320 $ | -22.566.330 $ | -84,3 % | 1 | 26.776.650 $ | +2.479.935 $ | +10,2 % | 1 | 24.296.715 $ | +6.928.995 $ | +39,9 % | 1 |
| ROYAL CARIBBEAN CRUISES LTD | RCL | → 0 | Neutral | 5.503.600 $ | -20.382.800 $ | -78,7 % | 1 | 25.886.400 $ | -10.124.700 $ | -28,1 % | 1 | ||||
| FIVE BELOW, INC | FIVE | → 0 | Neutral | 25.051.880 $ | +4.399.430 $ | +21,3 % | 1 | 20.652.450 $ | +10.420.410 $ | +101,8 % | 1 | ||||
| DraftKings Inc. | DKNG | → 0 | Neutral | 1.621.500 $ | -2.686.000 $ | -62,4 % | 1 | 4.307.500 $ | -20.002.500 $ | -82,3 % | 1 | 24.310.000 $ | +720.500 $ | +3,1 % | 1 |
| Burlington Stores, Inc. | BURL | → 0 | Neutral | 16.269.000 $ | -7.854.308 $ | -32,6 % | 1 | 24.123.308 $ | +4.017.808 $ | +20,0 % | 1 | 20.105.500 $ | +8.473.500 $ | +72,8 % | 1 |
| Boot Barn Holdings, Inc. | BOOT | → 0 | Schwach | 7.789.279 $ | -7.263.612 $ | -48,3 % | 1 | 15.052.891 $ | -8.313.629 $ | -35,6 % | 1 | 23.366.520 $ | +9.078.520 $ | +63,5 % | 1 |
| AUTOZONE INC | AZO | → 0 | Neutral | 675.556 $ | -10.177.244 $ | -93,8 % | 1 | 10.852.800 $ | -11.456.448 $ | -51,4 % | 1 | 22.309.248 $ | +1.149.537 $ | +5,4 % | 1 |
| Johnson Controls International plc | JCI | → 0 | Neutral | 21.990.000 $ | +21.990.000 $ | 1 | |||||||||
| Dutch Bros Inc. | BROS | → 0 | Neutral | 17.579.020 $ | -4.398.960 $ | -20,0 % | 1 | 21.977.980 $ | +21.977.980 $ | 1 | |||||
| Capri Holdings Ltd | CPRI | → 0 | Schwach | 12.615.391 $ | -8.929.809 $ | -41,4 % | 1 | 21.545.200 $ | +5.250.640 $ | +32,2 % | 1 | 16.294.560 $ | +16.294.560 $ | 1 | |
| O REILLY AUTOMOTIVE INC | ORLY | → 0 | Schwach | 5.290.180 $ | -15.840.580 $ | -75,0 % | 1 | 21.130.760 $ | +7.070.480 $ | +50,3 % | 1 | ||||
| Paymentus Holdings, Inc. | PAY | → 0 | Neutral | 4.477.788 $ | -16.494.442 $ | -78,6 % | 1 | 20.972.230 $ | +20.972.230 $ | 1 | |||||
| COHERENT CORP. | COHR | → 0 | Neutral | 20.774.056 $ | +20.774.056 $ | 1 | |||||||||
| GROUP 1 AUTOMOTIVE INC | GPI | → 0 | Stark | 6.612.600 $ | -5.186.400 $ | -44,0 % | 1 | 11.799.000 $ | -8.720.219 $ | -42,5 % | 1 | 20.519.219 $ | -5.683.381 $ | -21,7 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 20.343.000 $ | +20.343.000 $ | 1 | |||||||||
| DOVER Corp | DOV | → 0 | Stark | 8.865.379 $ | -10.531.715 $ | -54,3 % | 1 | 19.397.094 $ | +19.055.259 $ | +5.574,4 % | 1 | 341.835 $ | -55.181.069 $ | -99,4 % | 1 |
| PINTEREST, INC. | PINS | → 0 | Neutral | 18.990.434 $ | +9.128.934 $ | +92,6 % | 1 | ||||||||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 18.638.740 $ | -3.726.300 $ | -16,7 % | 1 | ||||||||
| Airbnb, Inc. | ABNB | → 0 | Neutral | 2.525.600 $ | -15.796.600 $ | -86,2 % | 1 | 18.322.200 $ | +11.094.553 $ | +153,5 % | 1 | 7.227.647 $ | -13.946.753 $ | -65,9 % | 1 |
| BEST BUY CO INC | BBY | → 0 | Stark | 7.415.844 $ | -10.657.336 $ | -59,0 % | 1 | 18.073.180 $ | +16.193.540 $ | +861,5 % | 1 | ||||
| ESTEE LAUDER COMPANIES INC | EL | → 0 | Neutral | 18.064.600 $ | +18.064.600 $ | 1 | |||||||||
| NXP Semiconductors N.V. | NXPI | → 0 | Neutral | 17.708.840 $ | +17.708.840 $ | 1 | |||||||||
| MODINE MANUFACTURING CO | MOD | → 0 | Neutral | 2.062.997 $ | -15.598.819 $ | -88,3 % | 1 | 17.661.816 $ | +17.661.816 $ | 1 | |||||
| Customers Bancorp, Inc. | CUBI | → 0 | Stark | 1.568.278 $ | -15.729.735 $ | -90,9 % | 1 | 17.298.013 $ | +17.298.013 $ | 1 | |||||
| CITIGROUP INC | C | → 0 | Neutral | 17.011.500 $ | +17.011.500 $ | 1 | |||||||||
| Gates Industrial Corp Ltd. | GTES | → 0 | Neutral | 15.874.074 $ | +15.874.074 $ | 1 | |||||||||
| WYNN RESORTS LTD | WYNN | → 0 | Neutral | 507.750 $ | -5.508.750 $ | -91,6 % | 1 | 6.016.500 $ | -9.375.900 $ | -60,9 % | 1 | 15.392.400 $ | +13.050.650 $ | +557,3 % | 1 |
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Stark | 1.607.600 $ | -13.618.400 $ | -89,4 % | 1 | 15.226.000 $ | +15.226.000 $ | 1 | |||||
| Victoria's Secret & Co. | VSCO | → 0 | Neutral | 15.067.000 $ | +5.147.065 $ | +51,9 % | 1 | 9.919.935 $ | +9.699.395 $ | +4.398,0 % | 1 | 220.540 $ | +220.540 $ | 1 | |
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Schwach | 14.337.000 $ | +14.337.000 $ | 1 | |||||||||
| Academy Sports & Outdoors, Inc. | ASO | → 0 | Stark | 5.274.077 $ | -9.019.938 $ | -63,1 % | 1 | 14.294.015 $ | +10.830.202 $ | +312,7 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Stark | 5.751.200 $ | -8.333.800 $ | -59,2 % | 1 | 14.085.000 $ | +9.679.250 $ | +219,7 % | 1 | ||||
| Copa Holdings, S.A. | CPA | → 0 | 13.633.200 $ | +7.598.358 $ | +125,9 % | 1 | 6.034.842 $ | +89.564 $ | +1,5 % | 1 | 5.945.278 $ | +442.819 $ | +8,0 % | 1 | |
| DANAHER CORP /DE/ | DHR | → 0 | Neutral | 13.378.366 $ | +13.378.366 $ | 1 | |||||||||
| EBAY INC | EBAY | → 0 | Stark | 12.733.000 $ | +12.733.000 $ | 1 | |||||||||
| FEDEX CORP | FDX | → 0 | Sehr stark | 12.466.300 $ | +4.510.450 $ | +56,7 % | 1 | ||||||||
| Vulcan Materials CO | VMC | → 0 | Neutral | 12.304.800 $ | +12.304.800 $ | 1 | |||||||||
| Uber Technologies, Inc | UBER | → 0 | Neutral | 3.596.500 $ | -8.660.000 $ | -70,7 % | 1 | 12.256.500 $ | +4.908.750 $ | +66,8 % | 1 | 7.347.750 $ | -9.446.250 $ | -56,2 % | 1 |
| LINCOLN ELECTRIC HOLDINGS INC | LECO | → 0 | Stark | 12.248.959 $ | +12.248.959 $ | 1 | |||||||||
| BRINKS CO | BCO | → 0 | Stark | 2.875.644 $ | -9.368.363 $ | -76,5 % | 1 | 12.244.007 $ | +12.244.007 $ | 1 | |||||
| MICRON TECHNOLOGY INC | MU | → 0 | Stark | 10.135.200 $ | -1.577.200 $ | -13,5 % | 1 | 11.712.400 $ | +11.712.400 $ | 1 | |||||
| Live Nation Entertainment, Inc. | LYV | → 0 | Stark | 10.675.700 $ | -990.775 $ | -8,5 % | 1 | 11.666.475 $ | +1.862.475 $ | +19,0 % | 1 | 9.804.000 $ | -23.477.600 $ | -70,5 % | 1 |
| CARVANA CO. | CVNA | → 0 | Neutral | 11.317.200 $ | +11.317.200 $ | 1 | |||||||||
| ROKU, INC | ROKU | → 0 | Neutral | 5.677.200 $ | -5.440.204 $ | -48,9 % | 1 | 11.117.404 $ | +11.117.404 $ | 1 | |||||
| Maplebear Inc. | CART | → 0 | Neutral | 8.574.257 $ | +7.570.618 $ | +754,3 % | 1 | 1.003.639 $ | -10.024.361 $ | -90,9 % | 1 | 11.028.000 $ | +1.980.000 $ | +21,9 % | 1 |
| ALASKA AIR GROUP, INC. | ALK | → 0 | Sehr schwach | 7.042.000 $ | -3.909.600 $ | -35,7 % | 1 | 10.951.600 $ | +4.093.227 $ | +59,7 % | 1 | ||||
| PULTEGROUP INC/MI/ | PHM | → 0 | Sehr stark | 10.570.400 $ | +7.933.900 $ | +300,9 % | 1 | ||||||||
| MARRIOTT INTERNATIONAL INC /MD/ | MAR | → 0 | Neutral | 10.466.240 $ | +8.915.040 $ | +574,7 % | 1 | 1.551.200 $ | +1.551.200 $ | 1 | |||||
| CUMMINS INC | CMI | → 0 | Stark | 10.209.000 $ | +10.209.000 $ | 1 | |||||||||
| On Holding AG | ONON | → 0 | 2.483.460 $ | -7.602.700 $ | -75,4 % | 1 | 10.086.160 $ | +2.520.714 $ | +33,3 % | 1 | 7.565.446 $ | +7.565.446 $ | 1 | ||
| Walmart Inc. | WMT | → 0 | Stark | 10.026.900 $ | +4.358.600 $ | +76,9 % | 1 | 5.668.300 $ | +5.179.400 $ | +1.059,4 % | 1 | ||||
| MARTIN MARIETTA MATERIALS INC | MLM | → 0 | Neutral | 9.912.747 $ | -16.176.577 $ | -62,0 % | 1 | ||||||||
| MKS INC | MKSI | → 0 | Neutral | 9.471.849 $ | +3.654.010 $ | +62,8 % | 1 | 5.817.839 $ | -11.928.851 $ | -67,2 % | 1 | ||||
| Birkenstock Holding plc | BIRK | → 0 | 2.126.800 $ | -7.239.950 $ | -77,3 % | 1 | 9.366.750 $ | +6.907.750 $ | +280,9 % | 1 | |||||
| United Airlines Holdings, Inc. | UAL | → 0 | Stark | 3.682.800 $ | -5.484.700 $ | -59,8 % | 1 | 9.167.500 $ | -5.588.337 $ | -37,9 % | 1 | ||||
| Walt Disney Co | DIS | → 0 | Neutral | 9.160.000 $ | -3.241.000 $ | -26,1 % | 1 | ||||||||
| General Motors Co | GM | → 0 | Stark | 9.145.500 $ | +9.145.500 $ | 1 | |||||||||
| EquipmentShare.com Inc | EQPT | → 0 | Neutral | 9.079.907 $ | +9.079.907 $ | 1 | |||||||||
| BRINKER INTERNATIONAL, INC | EAT | → 0 | Neutral | 3.255.156 $ | -5.757.900 $ | -63,9 % | 1 | 9.013.056 $ | +4.363.900 $ | +93,9 % | 1 | 4.649.156 $ | +140.906 $ | +3,1 % | 1 |
| PELOTON INTERACTIVE, INC. | PTON | → 0 | Neutral | 1.287.000 $ | -2.563.000 $ | -66,6 % | 1 | 3.850.000 $ | -5.150.000 $ | -57,2 % | 1 | 9.000.000 $ | +2.407.000 $ | +36,5 % | 1 |
| SIGNET JEWELERS LTD | SIG | → 0 | Stark | 406.272 $ | -8.128 $ | -2,0 % | 1 | 414.400 $ | -8.554.120 $ | -95,4 % | 1 | 8.968.520 $ | +1.610.145 $ | +21,9 % | 1 |
| Eaton Corp plc | ETN | → 0 | Neutral | 8.459.611 $ | +8.459.611 $ | 1 | |||||||||
| Life Time Group Holdings, Inc. | LTH | → 0 | Neutral | 7.925.748 $ | +637.512 $ | +8,7 % | 1 | 7.288.236 $ | -279.684 $ | -3,7 % | 1 | 7.567.920 $ | +1.374.534 $ | +22,2 % | 1 |
| Macy's, Inc. | M | → 0 | Stark | 7.871.850 $ | +7.871.850 $ | 1 | |||||||||
| SAIA INC | SAIA | → 0 | Neutral | 4.861.715 $ | -2.622.285 $ | -35,0 % | 1 | 7.484.000 $ | +7.484.000 $ | 1 | |||||
| Lumentum Holdings Inc. | LITE | → 0 | Neutral | 7.371.800 $ | -15.772.363 $ | -68,1 % | 1 | ||||||||
| Norwegian Cruise Line Holdings Ltd. | NCLH | → 0 | Neutral | 7.254.000 $ | +3.559.500 $ | +96,3 % | 1 | 3.694.500 $ | +145.500 $ | +4,1 % | 1 | ||||
| CAPITAL ONE FINANCIAL CORP | COF | → 0 | Neutral | 7.251.954 $ | -30.313.803 $ | -80,7 % | 1 | ||||||||
| OLD DOMINION FREIGHT LINE, INC. | ODFL | → 0 | Stark | 7.102.985 $ | +7.102.985 $ | 1 | |||||||||
| Toll Brothers, Inc. | TOL | → 0 | Stark | 4.094.100 $ | -2.812.900 $ | -40,7 % | 1 | 6.907.000 $ | +1.200.500 $ | +21,0 % | 1 | ||||
| Reddit, Inc. | RDDT | → 0 | Schwach | 6.899.700 $ | +6.899.700 $ | 1 | |||||||||
| MARINEMAX INC | HZO | → 0 | Neutral | 4.404.231 $ | +65.704 $ | +1,5 % | 1 | 4.338.527 $ | -2.333.066 $ | -35,0 % | 1 | 6.671.593 $ | -452.756 $ | -6,4 % | 1 |
| ProPetro Holding Corp. | PUMP | → 0 | Neutral | 6.631.789 $ | +6.631.789 $ | 1 | |||||||||
| HIVE Digital Technologies Ltd. | HIVE | → 0 | Neutral | 6.192.000 $ | -325.090 $ | -5,0 % | 1 | 6.517.090 $ | +6.517.090 $ | 1 | |||||
| Celsius Holdings, Inc. | CELH | → 0 | Schwach | 6.323.900 $ | +6.323.900 $ | 1 | |||||||||
| Unusual Machines, Inc. | UMAC | → 0 | Schwach | 6.313.325 $ | +6.313.325 $ | 1 | |||||||||
| XPO, Inc. | XPO | → 0 | Neutral | 5.836.500 $ | +5.836.500 $ | 1 | |||||||||
| TJX COMPANIES INC /DE/ | TJX | → 0 | Stark | 3.194.000 $ | +121.800 $ | +4,0 % | 1 | 3.072.200 $ | -2.709.400 $ | -46,9 % | 1 | 5.781.600 $ | +2.148.648 $ | +59,1 % | 1 |
| RYANAIR HOLDINGS PLC | RYAAY | → 0 | 5.780.000 $ | +5.780.000 $ | 1 | ||||||||||
| Knight-Swift Transportation Holdings Inc. | KNX | → 0 | Neutral | 5.758.000 $ | +5.758.000 $ | 1 | |||||||||
| REGENERON PHARMACEUTICALS, INC. | REGN | → 0 | Neutral | 5.699.488 $ | +5.699.488 $ | 1 | |||||||||
| APPLIED OPTOELECTRONICS, INC. | AAOI | → 0 | Neutral | 5.498.350 $ | +5.498.350 $ | 1 | |||||||||
| Black Rock Coffee Bar, Inc. | BRCB | → 0 | Neutral | 2.454.800 $ | -2.662.700 $ | -52,0 % | 1 | 5.117.500 $ | -370.300 $ | -6,7 % | 1 | 5.487.800 $ | +5.487.800 $ | 1 | |
| Block, Inc. | XYZ | → 0 | Neutral | 5.420.250 $ | +5.420.250 $ | 1 | |||||||||
| DELTA AIR LINES, INC. | DAL | → 0 | Sehr stark | 5.318.400 $ | +2.480.900 $ | +87,4 % | 1 | 2.837.500 $ | -851.000 $ | -23,1 % | 1 | ||||
| WOLVERINE WORLD WIDE INC /DE/ | WWW | → 0 | Neutral | 1.533.675 $ | -3.666.205 $ | -70,5 % | 1 | 5.199.880 $ | +5.199.880 $ | 1 | |||||
| Lyft, Inc. | LYFT | → 0 | Stark | 4.842.500 $ | +2.091.250 $ | +76,0 % | 1 | 2.751.250 $ | -4.340.750 $ | -61,2 % | 1 | ||||
| Sphere Entertainment Co. | SPHR | → 0 | Neutral | 4.696.000 $ | +4.696.000 $ | 1 | |||||||||
| Meritage Homes CORP | MTH | → 0 | Neutral | 4.585.109 $ | +1.350.190 $ | +41,7 % | 1 | ||||||||
| LATAM AIRLINES GROUP S.A. | LTM | → 0 | 4.525.000 $ | +4.525.000 $ | 1 | ||||||||||
| Life360, Inc. | LIF | → 0 | Neutral | 1.308.444 $ | -3.181.356 $ | -70,9 % | 1 | 4.489.800 $ | +4.489.800 $ | 1 | |||||
| GAP INC | GAP | → 0 | Stark | 4.480.000 $ | +4.480.000 $ | 1 | |||||||||
| lululemon athletica inc. | LULU | → 0 | Stark | 4.156.200 $ | +1.780.400 $ | +74,9 % | 1 | ||||||||
| Caesars Entertainment, Inc. | CZR | → 0 | Neutral | 4.053.750 $ | +1.214.750 $ | +42,8 % | 1 | ||||||||
| Red Rock Resorts, Inc. | RRR | → 0 | Neutral | 4.026.279 $ | +4.026.279 $ | 1 | |||||||||
| Trade Desk, Inc. | TTD | → 0 | Neutral | 3.796.000 $ | -10.242.050 $ | -73,0 % | 1 | ||||||||
| NIKE, Inc. | NKE | → 0 | Schwach | 3.486.500 $ | +1.355.300 $ | +63,6 % | 1 | ||||||||
| MGM Resorts International | MGM | → 0 | Neutral | 3.466.000 $ | +3.466.000 $ | 1 | |||||||||
| ZILLOW GROUP, INC. | ZG | → 0 | Neutral | 3.411.000 $ | +3.411.000 $ | 1 | |||||||||
| AMERICAN EAGLE OUTFITTERS INC | AEO | → 0 | Neutral | 3.340.000 $ | +2.378.000 $ | +247,2 % | 1 | ||||||||
| Ameresco, Inc. | AMRC | → 0 | Neutral | 3.108.836 $ | +3.108.836 $ | 1 | |||||||||
| DECKERS OUTDOOR CORP | DECK | → 0 | Sehr stark | 3.002.700 $ | -3.696.850 $ | -55,2 % | 1 | ||||||||
| STEVEN MADDEN, LTD. | SHOO | → 0 | Neutral | 2.956.440 $ | +2.956.440 $ | 1 | |||||||||
| TOWER SEMICONDUCTOR LTD | TSEM | → 0 | 2.935.500 $ | +1.290.313 $ | +78,4 % | 1 | 1.645.187 $ | -7.421.249 $ | -81,9 % | 1 | |||||
| G III APPAREL GROUP LTD /DE/ | GIII | → 0 | Stark | 1.099.690 $ | -1.787.622 $ | -61,9 % | 1 | 2.887.312 $ | +2.887.312 $ | 1 | |||||
| Shake Shack Inc. | SHAK | → 0 | Schwach | 243.510 $ | -2.564.790 $ | -91,3 % | 1 | 2.808.300 $ | +2.808.300 $ | 1 | |||||
| IMAX CORP | IMAX | → 0 | Neutral | 2.772.000 $ | +2.772.000 $ | 1 | |||||||||
| ETSY INC | ETSY | → 0 | Neutral | 2.655.600 $ | +2.655.600 $ | 1 | |||||||||
| SYSCO CORP | SYY | → 0 | Sehr stark | 2.470.200 $ | +2.470.200 $ | 1 | |||||||||
| PENN Entertainment, Inc. | PENN | → 0 | Neutral | 2.254.500 $ | +2.254.500 $ | 1 | |||||||||
| YETI Holdings, Inc. | YETI | → 0 | Neutral | 2.208.500 $ | +2.208.500 $ | 1 | |||||||||
| Forgent Power Solutions, Inc. | FPS | → 0 | 2.122.075 $ | +2.122.075 $ | 1 | ||||||||||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Neutral | 2.088.250 $ | +2.088.250 $ | 1 | |||||||||
| SOUTHWEST AIRLINES CO | LUV | → 0 | Neutral | 1.878.500 $ | +1.080.750 $ | +135,5 % | 1 | 797.750 $ | -4.068.250 $ | -83,6 % | 1 | ||||
| Kontoor Brands, Inc. | KTB | → 0 | Stark | 1.595.400 $ | +1.595.400 $ | 1 | |||||||||
| MCDONALDS CORP | MCD | → 0 | Stark | 1.553.950 $ | +1.553.950 $ | 1 | |||||||||
| Solaris Energy Infrastructure, Inc. | SEI | → 0 | Schwach | 1.534.203 $ | +1.534.203 $ | 1 | |||||||||
| CANADIAN PACIFIC KANSAS CITY LTD/CN | CP | → 0 | Neutral | 1.489.800 $ | -95.600 $ | -6,0 % | 1 | ||||||||
| CARTERS INC | CRI | → 0 | Neutral | 1.430.400 $ | +1.430.400 $ | 1 | |||||||||
| ROBERT HALF INC. | RHI | → 0 | Stark | 1.359.200 $ | +1.359.200 $ | 1 | |||||||||
| OneWater Marine Inc. | ONEW | → 0 | Neutral | 667.728 $ | -96.802 $ | -12,7 % | 1 | 764.530 $ | -354.709 $ | -31,7 % | 1 | 1.119.239 $ | +173.115 $ | +18,3 % | 1 |
| Stitch Fix, Inc. | SFIX | → 0 | Neutral | 853.125 $ | +853.125 $ | 1 | |||||||||
| StubHub Holdings, Inc. | STUB | → 0 | Neutral | 842.000 $ | +842.000 $ | 1 | |||||||||
| Sportradar Group AG | SRAD | → 0 | 504.711 $ | -211.955 $ | -29,6 % | 1 | 716.666 $ | -94.369 $ | -11,6 % | 1 | 811.035 $ | -877.977 $ | -52,0 % | 1 | |
| HCI Group, Inc. | HCI | → 0 | Stark | 714.917 $ | +714.917 $ | 1 | |||||||||
| Wingstop Inc. | WING | → 0 | Neutral | 355.372 $ | -9.746.828 $ | -96,5 % | 1 | ||||||||
| ABERCROMBIE & FITCH CO /DE/ | ANF | → 0 | Neutral | 233.894 $ | +233.894 $ | 1 | |||||||||
| OMNICOM GROUP INC. | OMC | → 0 | Stark | 225.930 $ | +225.930 $ | 1 | |||||||||
| 702.629.048 $ | -194.772.831 $ | +0,5 % | 79 | 1.047.864.545 $ | -61.836.826 $ | +150,4 % | 85 | 1.577.875.008 $ | +543.441.651 $ | +65,1 % | 104 | ||||