| 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 | ||||
| 357.717.964 $ | +139.366.562 $ | +92,4 % | 6 | 702.223.575 $ | +256.574.031 $ | +487,0 % | 11 | 488.313.700 $ | +330.053.785 $ | +59,4 % | 8 | ||||
| Talen Energy Corp | TLN | → 0 | Schwach | 66.655.224 $ | -10.561.816 $ | -13,7 % | 1 | 77.217.040 $ | +10.857.760 $ | +16,4 % | 1 | 66.359.280 $ | +21.609.777 $ | +48,3 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 69.820.470 $ | +7.036.796 $ | +11,2 % | 1 | 62.783.674 $ | +34.854.674 $ | +124,8 % | 1 | ||||
| Cheniere Energy, Inc. | LNG | → 0 | Stark | 69.766.571 $ | +44.177.249 $ | +172,6 % | 1 | ||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 69.246.000 $ | +47.289.000 $ | +215,4 % | 1 | ||||||||
| ECOLAB INC. | ECL | → 0 | Neutral | 68.465.000 $ | +68.465.000 $ | 1 | |||||||||
| CORNING INC /NY | GLW | → 0 | Neutral | 63.918.800 $ | -4.166.100 $ | -6,1 % | 1 | 68.084.900 $ | +68.084.900 $ | 1 | |||||
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 65.630.330 $ | +1.105.136 $ | +1,7 % | 1 | 64.525.194 $ | +25.620.762 $ | +65,9 % | 1 | ||||
| CARPENTER TECHNOLOGY CORP | CRS | → 0 | Neutral | 52.500.780 $ | -13.048.908 $ | -19,9 % | 1 | 65.549.688 $ | +1.979.382 $ | +3,1 % | 1 | 63.570.306 $ | +22.113.306 $ | +53,3 % | 1 |
| GENERAL ELECTRIC CO | GE | → 0 | Stark | 63.577.392 $ | +30.374.082 $ | +91,5 % | 1 | ||||||||
| STEEL DYNAMICS INC | STLD | → 0 | Neutral | 63.000.000 $ | +50.199.000 $ | +392,1 % | 1 | ||||||||
| Centuri Holdings, Inc. | CTRI | → 0 | Neutral | 61.603.890 $ | +61.603.890 $ | 1 | |||||||||
| Viper Energy, Inc. | VNOM | → 0 | Stark | 57.945.000 $ | +19.725.000 $ | +51,6 % | 1 | ||||||||
| GFL Environmental Inc. | GFL | → 0 | 57.656.080 $ | +22.481.168 $ | +63,9 % | 1 | |||||||||
| CRH PUBLIC LTD CO | CRH | → 0 | Stark | 56.329.020 $ | +23.180.040 $ | +69,9 % | 1 | ||||||||
| Core & Main, Inc. | CNM | → 0 | Neutral | 53.830.000 $ | +53.830.000 $ | 1 | |||||||||
| NUCOR CORP | NUE | → 0 | Neutral | 48.933.000 $ | +47.896.680 $ | +4.621,8 % | 1 | ||||||||
| CANADIAN NATIONAL RAILWAY CO | CNI | → 0 | 47.150.000 $ | +47.150.000 $ | 1 | ||||||||||
| ANTERO RESOURCES Corp | AR | → 0 | Stark | 44.137.600 $ | +44.137.600 $ | 1 | |||||||||
| 357.717.964 $ | +139.366.562 $ | +92,4 % | 6 | 702.223.575 $ | +256.574.031 $ | +487,0 % | 11 | 488.313.700 $ | +330.053.785 $ | +59,4 % | 8 | ||||