| 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 | ||||
| 165.204.149 $ | +16.162.264 $ | +29,8 % | 13 | 150.567.565 $ | +6.729.273 $ | +18,5 % | 14 | 150.533.047 $ | +14.537.221 $ | +18,3 % | 13 | 137.832.874 $ | -8.112.818 $ | -9,9 % | 9 | ||||
| Ferrari N.V. | RACE | → 0 | Schwach | 14.976.854 $ | +782.599 $ | +5,5 % | 1 | 14.194.255 $ | -2.139.927 $ | -13,1 % | 1 | 16.334.182 $ | -10.740.609 $ | -39,7 % | 1 | 27.074.791 $ | -3.374.645 $ | -11,1 % | 1 |
| Interactive Brokers Group, Inc. | IBKR | → 0 | Stark | 21.387.904 $ | +1.925.196 $ | +9,9 % | 1 | 19.462.708 $ | +202.828 $ | +1,1 % | 1 | 19.259.880 $ | -3.996.868 $ | -17,2 % | 1 | 23.256.748 $ | +1.107.376 $ | +5,0 % | 1 |
| APi Group Corp | APG | → 0 | Neutral | 16.591.460 $ | -826.872 $ | -4,7 % | 1 | 17.418.332 $ | -3.527.870 $ | -16,8 % | 1 | 20.946.202 $ | +806.413 $ | +4,0 % | 1 | 20.139.789 $ | -2.980.705 $ | -12,9 % | 1 |
| HEICO CORP | HEI | → 0 | Neutral | 20.729.516 $ | +3.841.261 $ | +22,7 % | 1 | 16.888.255 $ | -3.509.351 $ | -17,2 % | 1 | 20.397.606 $ | -134.136 $ | -0,7 % | 1 | 20.531.742 $ | -829.364 $ | -3,9 % | 1 |
| TransUnion | TRU | → 0 | Schwach | 13.605.676 $ | -785.360 $ | -5,5 % | 1 | 14.391.036 $ | -4.473.364 $ | -23,7 % | 1 | 18.864.400 $ | +1.541.293 $ | +8,9 % | 1 | 17.323.107 $ | -238.965 $ | -1,4 % | 1 |
| ROPER TECHNOLOGIES INC | ROP | → 0 | Stark | 6.694.755 $ | -8.222.559 $ | -55,1 % | 1 | 14.917.314 $ | -2.038.571 $ | -12,0 % | 1 | ||||||||
| Sunbelt Rentals Holdings, Inc. | SUNB | → 0 | Neutral | 14.704.055 $ | +1.965.161 $ | +15,4 % | 1 | 12.738.894 $ | +12.738.894 $ | 1 | |||||||||
| MOODYS CORP /DE/ | MCO | → 0 | Neutral | 12.676.778 $ | +601.814 $ | +5,0 % | 1 | 12.074.964 $ | -1.709.302 $ | -12,4 % | 1 | 13.784.266 $ | +2.698.959 $ | +24,3 % | 1 | 11.085.307 $ | +1.988.972 $ | +21,9 % | 1 |
| Hilton Worldwide Holdings Inc. | HLT | → 0 | Neutral | 13.031.690 $ | +1.146.723 $ | +9,6 % | 1 | 11.884.967 $ | +2.787.759 $ | +30,6 % | 1 | 9.097.208 $ | +9.097.208 $ | 1 | |||||
| Boyd Group Services Inc. | BGSI | → 0 | Neutral | 7.311.071 $ | -2.815.809 $ | -27,8 % | 1 | 10.126.880 $ | -2.741.863 $ | -21,3 % | 1 | 12.868.743 $ | +12.868.743 $ | 1 | |||||
| Waste Connections, Inc. | WCN | → 0 | Schwach | 10.023.775 $ | +3.498.399 $ | +53,6 % | 1 | 6.525.376 $ | +3.867.377 $ | +145,5 % | 1 | 2.657.999 $ | +2.657.999 $ | 1 | |||||
| Compass, Inc. | COMP | → 0 | Neutral | 8.593.887 $ | +3.523.671 $ | +69,5 % | 1 | 5.070.216 $ | -288.774 $ | -5,4 % | 1 | 5.358.990 $ | +3.691.962 $ | +221,5 % | 1 | 1.667.028 $ | +1.667.028 $ | 1 | |
| CLEAN HARBORS INC | CLH | → 0 | Neutral | 6.412.071 $ | -329.811 $ | -4,9 % | 1 | 6.741.882 $ | +4.218.877 $ | +167,2 % | 1 | 2.523.005 $ | +2.523.005 $ | 1 | |||||
| OLD DOMINION FREIGHT LINE, INC. | ODFL | → 0 | Sehr stark | 5.159.412 $ | +3.635.292 $ | +238,5 % | 1 | 1.524.120 $ | -221.691 $ | -12,7 % | 1 | 1.745.811 $ | +1.745.811 $ | 1 | |||||
| Zoetis Inc. | ZTS | → 0 | Stark | 1.837.048 $ | -3.413.944 $ | -65,0 % | 1 | ||||||||||||
| HUNT J B TRANSPORT SERVICES INC | JBHT | → 0 | Sehr stark | 1.525.680 $ | +1.525.680 $ | 1 | |||||||||||||
| 165.204.149 $ | +16.162.264 $ | +29,8 % | 13 | 150.567.565 $ | +6.729.273 $ | +18,5 % | 14 | 150.533.047 $ | +14.537.221 $ | +18,3 % | 13 | 137.832.874 $ | -8.112.818 $ | -9,9 % | 9 | ||||