| 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 | ||||
| 384.834.280 $ | +32.918.903 $ | -26,5 % | 5 | 981.110.929 $ | +448.527.525 $ | +30,1 % | 11 | 836.671.120 $ | -128.451.429 $ | +1,0 % | 9 | ||||
| SharkNinja, Inc. | SN | → 0 | Neutral | 83.990.773 $ | -50.282.177 $ | -37,4 % | 1 | 134.272.950 $ | +22.499.610 $ | +20,1 % | 1 | 111.773.340 $ | -98.342.834 $ | -46,8 % | 1 |
| AvePoint, Inc. | AVPT | → 0 | Neutral | 127.926.327 $ | +25.827.483 $ | +25,3 % | 1 | ||||||||
| Albertsons Companies, Inc. | ACI | → 0 | Stark | 117.478.932 $ | -34.840.713 $ | -22,9 % | 1 | ||||||||
| Hilton Grand Vacations Inc. | HGV | → 0 | Schwach | 84.578.574 $ | -26.200.096 $ | -23,7 % | 1 | 110.778.670 $ | +18.910.393 $ | +20,6 % | 1 | 91.868.277 $ | -11.600.396 $ | -11,2 % | 1 |
| Compass, Inc. | COMP | → 0 | Neutral | 87.122.788 $ | -19.740.969 $ | -18,5 % | 1 | 106.863.757 $ | +106.863.757 $ | 1 | |||||
| GLOBUS MEDICAL INC | GMED | → 0 | Neutral | 106.755.421 $ | +43.510.327 $ | +68,8 % | 1 | 63.245.094 $ | +12.915.140 $ | +25,7 % | 1 | ||||
| DOLLAR TREE, INC. | DLTR | → 0 | Neutral | 99.294.698 $ | -35.030.184 $ | -26,1 % | 1 | ||||||||
| Warner Bros. Discovery, Inc. | WBD | → 0 | Schwach | 96.742.976 $ | +96.742.976 $ | 1 | |||||||||
| 3M CO | MMM | → 0 | Neutral | 66.819.016 $ | -23.784.068 $ | -26,3 % | 1 | 90.603.084 $ | -17.814.936 $ | -16,4 % | 1 | ||||
| TEVA PHARMACEUTICAL INDUSTRIES LTD | TEVA | → 0 | Schwach | 88.010.109 $ | +47.397.868 $ | +116,7 % | 1 | ||||||||
| GXO Logistics, Inc. | GXO | → 0 | Neutral | 75.886.508 $ | -2.547.088 $ | -3,2 % | 1 | 78.433.596 $ | +37.744.746 $ | +92,8 % | 1 | ||||
| VERISIGN INC/CA | VRSN | → 0 | Neutral | 74.508.000 $ | +74.508.000 $ | 1 | |||||||||
| Axalta Coating Systems Ltd. | AXTA | → 0 | Schwach | 70.576.510 $ | +70.576.510 $ | 1 | |||||||||
| Atmus Filtration Technologies Inc. | ATMU | → 0 | Stark | 64.071.838 $ | +8.024.066 $ | +14,3 % | 1 | 56.047.772 $ | -7.309.735 $ | -11,5 % | 1 | ||||
| VIAVI SOLUTIONS INC. | VIAV | → 0 | Neutral | 60.333.174 $ | +60.333.174 $ | 1 | |||||||||
| AKAMAI TECHNOLOGIES INC | AKAM | → 0 | Neutral | 54.634.145 $ | +54.634.145 $ | 1 | |||||||||
| 384.834.280 $ | +32.918.903 $ | -26,5 % | 5 | 981.110.929 $ | +448.527.525 $ | +30,1 % | 11 | 836.671.120 $ | -128.451.429 $ | +1,0 % | 9 | ||||