| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 874.680.144 $ | +480.256.263 $ | +62,0 % | 27 | 703.275.733 $ | +297.865.888 $ | +19,1 % | 25 | ||||
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | CRL | → 0 | Neutral | 75.748.141 $ | +33.816.861 $ | +80,6 % | 1 | 41.931.280 $ | -6.622.320 $ | -13,6 % | 1 |
| CVS HEALTH Corp | CVS | → 0 | Stark | 34.319.788 $ | -25.833.893 $ | -42,9 % | 1 | 60.153.681 $ | +8.418.681 $ | +16,3 % | 1 |
| DEXCOM INC | DXCM | → 0 | Neutral | 57.196.500 $ | +57.196.500 $ | 1 | |||||
| INTUITIVE SURGICAL INC | ISRG | → 0 | Neutral | 53.497.799 $ | +20.893.199 $ | +64,1 % | 1 | ||||
| REPLIGEN CORP | RGEN | → 0 | Neutral | 52.512.870 $ | +16.421.970 $ | +45,5 % | 1 | 36.090.900 $ | +36.090.900 $ | 1 | |
| Jazz Pharmaceuticals plc | JAZZ | → 0 | Schwach | 49.668.900 $ | +29.898.900 $ | +151,2 % | 1 | 19.770.000 $ | +19.770.000 $ | 1 | |
| AbbVie Inc. | ABBV | → 0 | Neutral | 46.383.482 $ | -20.961 $ | -0,0 % | 1 | ||||
| Medtronic plc | MDT | → 0 | Neutral | 43.176.768 $ | +8.308.768 $ | +23,8 % | 1 | ||||
| VERACYTE, INC. | VCYT | → 0 | Neutral | 41.274.461 $ | +24.624.411 $ | +147,9 % | 1 | 16.650.050 $ | +16.650.050 $ | 1 | |
| BOSTON SCIENTIFIC CORP | BSX | → 0 | Neutral | 40.120.706 $ | +40.120.706 $ | 1 | |||||
| WATERS CORP /DE/ | WAT | → 0 | Stark | 39.945.582 $ | +39.945.582 $ | 1 | |||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 37.662.161 $ | -148.304 $ | -0,4 % | 1 | 37.810.465 $ | +37.810.465 $ | 1 | |
| Brookdale Senior Living Inc. | BKD | → 0 | Stark | 37.675.044 $ | +13.634.126 $ | +56,7 % | 1 | 24.040.918 $ | +12.208.918 $ | +103,2 % | 1 |
| BRUKER CORP | BRKR | → 0 | Neutral | 37.423.242 $ | +37.423.242 $ | 1 | |||||
| BrightSpring Health Services, Inc. | BTSG | → 0 | Neutral | 33.608.641 $ | -3.002.010 $ | -8,2 % | 1 | 36.610.651 $ | +8.302.651 $ | +29,3 % | 1 |
| VERTEX PHARMACEUTICALS INC / MA | VRTX | → 0 | Neutral | 34.867.918 $ | +34.867.918 $ | 1 | |||||
| Fortrea Holdings Inc. | FTRE | → 0 | Neutral | 34.264.244 $ | +34.264.244 $ | 1 | |||||
| MERIT MEDICAL SYSTEMS INC | MMSI | → 0 | Neutral | 33.992.072 $ | -2.725.283 $ | -7,4 % | 1 | ||||
| Doximity, Inc. | DOCS | → 0 | Neutral | 30.401.231 $ | +15.039.731 $ | +97,9 % | 1 | 15.361.500 $ | -13.548.042 $ | -46,9 % | 1 |
| GLAUKOS Corp | GKOS | → 0 | Neutral | 27.955.666 $ | -52.760 $ | -0,2 % | 1 | ||||
| TENET HEALTHCARE CORP | THC | → 0 | Stark | 27.907.442 $ | -5.532.558 $ | -16,5 % | 1 | ||||
| BIO-TECHNE Corp | TECH | → 0 | Neutral | 27.488.323 $ | +27.488.323 $ | 1 | |||||
| EXACT SCIENCES CORP | EXAS | → 0 | 27.355.000 $ | +11.413.000 $ | +71,6 % | 1 | |||||
| Adaptive Biotechnologies Corp | ADPT | → 0 | Neutral | 27.240.888 $ | +9.813.851 $ | +56,3 % | 1 | ||||
| Alphatec Holdings, Inc. | ATEC | → 0 | Neutral | 27.050.812 $ | +27.050.812 $ | 1 | |||||
| MADRIGAL PHARMACEUTICALS, INC. | MDGL | → 0 | Schwach | 26.775.653 $ | +26.775.653 $ | 1 | |||||
| AdaptHealth Corp. | AHCO | → 0 | Neutral | 25.985.670 $ | +8.764.689 $ | +50,9 % | 1 | 17.220.981 $ | -884.798 $ | -4,9 % | 1 |
| Envista Holdings Corp | NVST | → 0 | Stark | 25.763.344 $ | +13.648.544 $ | +112,7 % | 1 | ||||
| Guardant Health, Inc. | GH | → 0 | Neutral | 24.992.000 $ | +9.380.000 $ | +60,1 % | 1 | ||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 23.149.294 $ | +23.149.294 $ | 1 | |||||
| ABBOTT LABORATORIES | ABT | → 0 | Neutral | 21.967.472 $ | +21.967.472 $ | 1 | |||||
| CARDINAL HEALTH INC | CAH | → 0 | Stark | 21.662.207 $ | +3.979.031 $ | +22,5 % | 1 | ||||
| NEUROCRINE BIOSCIENCES INC | NBIX | → 0 | Stark | 18.444.528 $ | +18.444.528 $ | 1 | |||||
| WEST PHARMACEUTICAL SERVICES INC | WST | → 0 | Schwach | 18.363.100 $ | +18.363.100 $ | 1 | |||||
| IDEAYA Biosciences, Inc. | IDYA | → 0 | Neutral | 16.160.922 $ | +8.814.222 $ | +120,0 % | 1 | 7.346.700 $ | +7.346.700 $ | 1 | |
| AMICUS THERAPEUTICS, INC. | FOLD | → 0 | 15.533.529 $ | +15.533.529 $ | 1 | ||||||
| Biohaven Ltd. | BHVN | → 0 | Neutral | 10.819.613 $ | +10.819.613 $ | 1 | |||||
| Xenon Pharmaceuticals Inc. | XENE | → 0 | Neutral | 10.473.896 $ | +10.473.896 $ | 1 | |||||
| Dianthus Therapeutics, Inc. /DE/ | DNTH | → 0 | Neutral | 9.508.383 $ | +9.508.383 $ | 1 | |||||
| Mineralys Therapeutics, Inc. | MLYS | → 0 | Neutral | 9.329.615 $ | +9.329.615 $ | 1 | |||||
| ARGENX SE | ARGX | → 0 | 7.301.844 $ | -1.278.998 $ | -14,9 % | 1 | |||||
| 874.680.144 $ | +480.256.263 $ | +62,0 % | 27 | 703.275.733 $ | +297.865.888 $ | +19,1 % | 25 | ||||