| 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 | ||||
| 133.502.149 $ | +50.156.408 $ | +89,8 % | 7 | 114.273.951 $ | -20.349.806 $ | +6,8 % | 5 | 290.670.894 $ | +85.964.277 $ | +43,2 % | 13 | ||||
| CELESTICA INC | CLS | → 0 | Schwach | 33.944.305 $ | -22.195.595 $ | -39,5 % | 1 | 56.139.900 $ | +12.886.658 $ | +29,8 % | 1 | ||||
| Alphatec Holdings, Inc. | ATEC | → 0 | Schwach | 15.765.861 $ | -15.793.616 $ | -50,0 % | 1 | 31.559.477 $ | +7.688.616 $ | +32,2 % | 1 | ||||
| CORNING INC /NY | GLW | → 0 | Neutral | 31.153.718 $ | +18.359.276 $ | +143,5 % | 1 | 28.380.329 $ | +13.722.918 $ | +93,6 % | 1 | ||||
| Hut 8 Corp. | HUT | → 0 | Schwach | 14.542.100 $ | -15.318.900 $ | -51,3 % | 1 | 29.861.000 $ | +15.937.000 $ | +114,5 % | 1 | ||||
| OSI SYSTEMS INC | OSIS | → 0 | Neutral | 22.875.811 $ | +14.928.652 $ | +187,8 % | 1 | 15.050.357 $ | +4.739.402 $ | +46,0 % | 1 | ||||
| SPDR GOLD TRUST | GLD | → 0 | 21.514.500 $ | +1.699.000 $ | +8,6 % | 1 | 19.815.500 $ | +2.042.000 $ | +11,5 % | 1 | 17.773.500 $ | +2.532.000 $ | +16,6 % | 1 | |
| LEVI STRAUSS & CO | LEVI | → 0 | Neutral | 20.231.903 $ | +3.024.406 $ | +17,6 % | 1 | ||||||||
| POWELL INDUSTRIES INC | POWL | → 0 | Neutral | 19.995.536 $ | +19.995.536 $ | 1 | |||||||||
| COSTAR GROUP, INC. | CSGP | → 0 | Neutral | 18.923.938 $ | -2.300.376 $ | -10,8 % | 1 | ||||||||
| Robinhood Markets, Inc. | HOOD | → 0 | Neutral | 18.790.943 $ | +6.502.942 $ | +52,9 % | 1 | ||||||||
| JOHN WILEY & SONS, INC. | WLY | → 0 | Neutral | 18.034.160 $ | +11.339.660 $ | +169,4 % | 1 | ||||||||
| Huron Consulting Group Inc. | HURN | → 0 | Schwach | 15.340.254 $ | +4.529.610 $ | +41,9 % | 1 | ||||||||
| IRON MOUNTAIN INC | IRM | → 0 | Neutral | 14.887.285 $ | -339.595 $ | -2,2 % | 1 | 15.226.880 $ | -3.732.261 $ | -19,7 % | 1 | ||||
| Primoris Services Corp | PRIM | → 0 | Neutral | 15.223.717 $ | +5.035.166 $ | +49,4 % | 1 | ||||||||
| WATSCO INC | WSO | → 0 | Neutral | 14.551.600 $ | +14.551.600 $ | 1 | |||||||||
| Constellation Energy Corp | CEG | → 0 | Neutral | 14.521.000 $ | +7.455.600 $ | +105,5 % | 1 | ||||||||
| MICROCHIP TECHNOLOGY INC | MCHP | → 0 | Schwach | 14.343.420 $ | +8.481.180 $ | +144,7 % | 1 | ||||||||
| 133.502.149 $ | +50.156.408 $ | +89,8 % | 7 | 114.273.951 $ | -20.349.806 $ | +6,8 % | 5 | 290.670.894 $ | +85.964.277 $ | +43,2 % | 13 | ||||