| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 0 $ | +0 $ | 1 | 119.528.102 $ | -157.449 $ | -0,3 % | 12 | |||||
| WILLIS TOWERS WATSON PLC | WTW | → 0 | Neutral | 23.236.694 $ | +2.619.971 $ | +12,7 % | 1 | ||||
| First American Financial Corp | FAF | → 0 | Sehr stark | 12.684.060 $ | +3.049.022 $ | +31,6 % | 1 | ||||
| US Foods Holding Corp. | USFD | → 0 | Neutral | 12.256.825 $ | -2.157.060 $ | -15,0 % | 1 | ||||
| IQVIA HOLDINGS INC. | IQV | → 0 | Stark | 11.795.274 $ | +2.008.935 $ | +20,5 % | 1 | ||||
| Aon plc | AON | → 0 | Neutral | 11.517.534 $ | +2.455.830 $ | +27,1 % | 1 | ||||
| VALVOLINE INC | VVV | → 0 | Stark | 10.234.350 $ | +1.884.015 $ | +22,6 % | 1 | ||||
| Acadia Healthcare Company, Inc. | ACHC | → 0 | Neutral | 9.321.769 $ | +1.781.882 $ | +23,6 % | 1 | ||||
| AerCap Holdings N.V. | AER | → 0 | 7.218.981 $ | -4.128.264 $ | -36,4 % | 1 | |||||
| COMCAST CORP | CMCSA | → 0 | Stark | 6.529.265 $ | -887.331 $ | -12,0 % | 1 | ||||
| Frontdoor, Inc. | FTDR | → 0 | Stark | 6.283.338 $ | -4.596.986 $ | -42,3 % | 1 | ||||
| FISERV INC | FISV | → 0 | Stark | 5.291.545 $ | -1.784.506 $ | -25,2 % | 1 | ||||
| Mister Car Wash, Inc. | MCW | → 0 | 3.158.467 $ | -402.957 $ | -11,3 % | 1 | |||||
| Blue Owl Technology Finance Corp. II | → 0 | 0 $ | +0 $ | 1 | |||||||
| 0 $ | +0 $ | 1 | 119.528.102 $ | -157.449 $ | -0,3 % | 12 | |||||